Client Success Manager, Wealth Tech

Experience:

Mid Level Salary:

$145,000 - $150,000 per year Job Details - You will be the go-to partner for our RIA clients, helping them implement, configure, and fully leverage leading wealth technology tools for performance reporting and financial planning. (Black Diamond, Addepar, Orion, eMoney, MoneyGuide) You will lead client trainings, onboard new users, and run strategic best-practice sessions, turning complex platform capabilities into clear, actionable guidance that makes life easier for advisors and their teams. You will own the day-to-day health of the tech stack by managing integrations, data quality, and escalated issues, while collaborating with internal teams to streamline workflows and advocate for client needs. You will also be traveling approximately 6-8 times per year to nationally to client offices as necessary.

A bit about us:

- Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services. Why join us? - We are a tight-knit team that is always looking out for each other and an organization that is poised for aggressive growth. You will have the ability to contribute from day one with the opportunity excel quickly with the organization.

Benefits:

Salary + bonus Unlimited PTO Premium health, dental, and vision, HSA (with company contribution) and FSA 401(k) + company match Onsite at brand new office in downtown St. Pete #accounting-finance #project-manager #implementation #salesforce #integration #training #business-analyst #onboarding #ria #financial-planning #wealth-management #client-success-manager #black-diamond #performance-reporting #orion #addepar #financial-planning-software #platform-operations #emoney #moneyguide #moneyguide-pro #performance-reporting-software #platform-adoption #wealth-technology #platform-configuration #tier1