Job Description

Our client, a fast-growing and well-funded Wealth Tech company here in NYC, is looking to expand their founding team with am Advisor Success Manager! This is a crucial role in their organization, as this person will be working firsthand with their client base. While this is a customer success role and does not require new logo hunting, there is still a strong aspect of upselling in this role! This is a perfect opportunity for someone with a Sales Mindset to jump into a heavy relationship building customer success role.

This role is onsite in NYC near Grand Central. Please take this into account while applying, no exceptions will be made.

Responsibilities:

• Own the client relationship from the moment they sign on with the platform
• Drive continuous use of the platform, increasing usage and upselling the amount of funds under management
• Manage any issues that arrive with utmost customer satisfaction in mind
• Build strong relationships with clients, understanding their business and where strategic upsells can be made

Qualifications:

• Strong industry knowledge in wealth management, or experience selling technology into wealth management firms
• Ability to build strong rapport with advisors and clients - must have a strong, outgoing sales personality and the ability to connect with wealth management professionals
• Experience working in a Sales or Upselling role - while this is a customer success type role, one of the main functions will be increasing usage and sales so candidates must have a sales mentality

If interested, please apply and send and email to Sydney at Sydney.Gagnon@talentinternational.com for an expedited review process!

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