Enterprise Account Success Manager
Crossbeam
Client Success Manager – Evolve Program
Mutual Group
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $95,000 per year
Job Level
SeniorLead
About the role
- Ensure a seamless, end-to-end experience for RIA firms participating in Mutual Securities’ Evolve program
- Cultivate and maintain strong relationships with participating firms
- Coordinate onboarding and transitions; guide day-to-day needs
- Resolve escalations and support retention, growth, and profitability
- Review Evolve invoices with client firms; resolve questions
- Manage contract discussions and process approved amendments
- Support regulatory exams and audits
- Evaluate and guide client M&A activity
- Conduct periodic pricing reviews and monitor relationship profitability
- Develop and distribute communications to clients
Requirements
- Bachelor’s degree in Finance, Business Management, or related field; or equivalent experience
- Series 6 and/or insurance license preferred
- 7+ years in financial services, with meaningful exposure to insurance/annuity products
- Hands-on experience serving RIA firms; understands day-to-day operational needs
- Working knowledge of broker-dealer operations and direct-held investment products
Benefits
- Competitive salary
- Performance-based bonus
- Comprehensive benefits package
- Health insurance
- Matching 401(k)
- Generous PTO
- Wellness initiatives
- Opportunities for continuous learning and professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial servicesinsurance productsannuity productsbroker-dealer operationsinvestment productsM&A activitypricing reviewscontract managementregulatory complianceclient onboarding
Soft skills
relationship managementcommunicationproblem-solvingcoordinationclient supportnegotiationorganizational skillsgrowth mindsetretention strategiesleadership
Certifications
Bachelor’s degreeSeries 6 licenseinsurance license
