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Senior Client Success Manager
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
Formação académica
Ferramentas
Employer Industry: Wealth Management Technology
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
- 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
- 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
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.
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