Senior Client Success Manager

InvestCloud; Brasil; Teletrabalho; BRL 180.000 - 240.000; Tempo integral

Resumo da oferta

A leading firm in Wealth Management Technology is seeking an experienced professional to serve as a strategic partner for wealth management firms in Brazil. The role involves driving adoption and retention of solutions, maintaining client relationships, and identifying renewals and upsell opportunities. Candidates should have a BA/BS degree, 12+ years of experience in financial services, and strong communication skills.

Qualificações

• Minimum of 12 years in financial services or FinTech.
• Proven track record in managing high-value client relationships.
• Deep understanding of wealth management processes.

Responsabilidades

• Serve as a strategic partner to wealth management firms.
• Build relationships with key decision-makers.
• Drive client engagement beyond initial implementation.
• Identify upsell opportunities and drive renewals.

Conhecimentos

Relationship building

Client engagement

Data analytics

Problem-solving

Negotiation

Communication

Formação académica

BA/BS degree

MBA or advanced degree in Finance or related field

Ferramentas

CRM platforms

Analytics platforms

Descrição da oferta de emprego

Overview

Employer Industry: Wealth Management Technology

What to Expect

Job Responsibilities:

• Serve as a strategic partner to wealth management firms, driving adoption and retention of InvestCloud's solutions
• Build and maintain strong relationships with key decision-makers to ensure long-term platform adoption
• Align InvestCloud solutions to client objectives, demonstrating measurable ROI through data analytics
• Proactively drive client engagement and adoption of InvestCloud’s capabilities beyond initial implementation
• Identify upsell opportunities and drive renewals while positioning InvestCloud as an innovation leader in WealthTech

What is Required

• BA/BS degree required; MBA or advanced degree in Finance, Business, Technology, or related field preferred
• Minimum of 12 years of experience in financial services, specifically within Wealth & Asset Management or FinTech
• Proven track record of managing high-value client relationships with success in revenue expansion and client retention
• Deep understanding of wealth management processes, including compliance and client onboarding workflows
• Exceptional communication skills to effectively present to and influence executive-level audiences

How to Stand Out

• Advanced negotiation skills with experience engaging multiple stakeholders
• Strong proficiency in CRM and analytics platforms relevant to wealth management technology
• Demonstrated leadership qualities, including mentoring and cross-functional collaboration
• Proactive problem-solving abilities with strong project management capabilities

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