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Our client, a rapidly expanding fintech company transforming the way financial advisers engage with their clients. Their innovative MPS platform and financial planning solutions empower advisers to deliver exceptional client experiences, enhance engagement, and drive business growth.
As they continue their growth trajectory, they are looking for two motivated and client-focused Adviser Success Managers to join the Advisor Success Team. This team is dedicated to delivering outstanding onboarding and ongoing client support to ensure advisors maximize the value of their platform.
As an Adviser Success Manager, you will play a crucial role in delivering an exceptional experience for financial advisers joining their platform. You will be responsible for ensuring seamless onboarding, helping firms efficiently transition their assets, and providing continuous engagement and support. You will work closely with Business Development Managers (BDMs), investment analysts, and developers to enhance client outcomes and ensure long-term success.
This role is perfect for someone with a strong understanding of financial advisers and their needs, familiarity with cash flow tools, platforms, and NPS, and a flexible, adaptable mindset that thrives in a dynamic, fast-growing environment.
Key Responsibilities
Client Onboarding & Success
Manage the onboarding process for new financial advisory firms, ensuring a smooth and efficient transition.
Guide new clients through asset transfer processes to ensure timely execution.
Act as the primary point of contact for new clients, addressing queries and providing training on platform features.
Ongoing Client Engagement & Retention
Regularly engage with existing advisory firms to ensure they maximize the value of our platform.
Provide ongoing education, best practices, and insights to drive adoption and satisfaction.
Monitor key performance indicators (KPIs) for assigned clients to ensure they are on track with their goals.
Work closely with regional BDMs to support regional events and client engagement activities.
Assist BDMs in the latter stages of discussions with prospective clients by providing product demonstrations and insights.
Collaborate with internal teams, including investment analysts and developers, to provide client feedback and contribute to platform enhancements.
About You
We are keen to speak with individuals who:
Have a solid understanding of financial advisers and their role in wealth management.
Possess strong client-facing skills, with the ability to build relationships and drive engagement.
Are proactive problem-solvers with a passion for helping financial advisors succeed.
Have a flexible, adaptable mindset and the ability to apply their skills to a rapidly evolving business.
Are highly organized and able to manage multiple clients effectively.
Are willing to learn and grow in a fast-paced fintech environment.
Preferred Experience & Skills
Experience working with or supporting financial advisors, investment platforms, or wealth management firms.
Familiarity with financial technology and digital financial planning tools.
Strong communication and presentation skills to effectively train and engage clients.
Ability to interpret data and KPIs to monitor client performance and success.
Experience working in client success, onboarding, relationship management, or business development roles.
Why Apply?
Exciting Growth Opportunity
Be part of a fast-growing fintech company shaping the future of financial advice.
Work with cutting-edge technology and a highly collaborative team.
Impact-Driven Role
Make a real difference by helping financial advisors succeed.
Career Development
Opportunities to expand your skill set and grow within the company.
