Senior Customer Success Director - Wealth Management (CDMX)

Univeris; Ciudad de México; A distancia; MXN 1.163.000 - 1.359.000; Jornada completa

Descripción de la vacante

Univeris seeks a dedicated and personable CSD to manage client relationships and drive sales in Mexico City. The role combines remote work with in-person client engagements and regional events, requiring deep knowledge of the Mexican wealth management landscape and an established executive network.

The successful candidate will develop strategic account plans, upsell services, and collaborate across teams to meet KPIs while traveling as needed to support clients and events.

Formación

• Bachelor’s degree or equivalent in Finance, Business, Engineering, or Information Systems.
• Five or more years in wealth management, including account management or customer success.
• Knowledge of IT/WealthTech and regulatory aspects in Mexico.

Responsabilidades

• Act as main contact for client concerns and needs.
• Strengthen client relationships for long-term partnerships.
• Collaborate with sales and internal teams to develop strategic account plans and meet KPIs.
• Upsell and cross-sell additional services to existing clients.
• Maintain accurate client records including contracts and renewals.
• Analyze customer data to improve experience.
• Represent Univeris locally and support regional events.

Conocimientos

Sales experience

Client relationship management

Communication skills

Bilingual Spanish/English

Wealth management industry knowledge

Negotiation skills

Autonomy / self-motivated

Networking

Educación

Bachelor’s degree in Finance or related field

Bachelor’s degree in Engineering/IS/Business/Finance

Herramientas

Wealth management platforms

Descripción del empleo

Univeris seeks a dedicated and personable CSD to manage client relationships and drive sales in Mexico City. The role combines remote work with in-person client engagements and regional events, requiring deep knowledge of the Mexican wealth management landscape and an established executive network.

The successful candidate will develop strategic account plans, upsell services, and collaborate across teams to meet KPIs while traveling as needed to support clients and events.