Advisor Growth & Success Manager

Ingenio, LLC; Oregon; Hybrid; USD 36,000 - 43,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Birthday PTO

Summer Fridays

Technology stipend

Training and development opportunities

Job summary

Ingenio, LLC is seeking an Advisor Success Manager to grow advisors’ businesses across our global brands. You’ll build lasting relationships, provide strategic guidance, and drive engagement and revenue for a multilingual community of independent professionals.

You will analyze performance data, prioritize improvements, and collaborate with product and operations to optimize the advisor experience across email, Zoom, and webinars.

Qualifications

• 2+ years in account management, client success, or a partner/advisor-facing role.
• Proven ability to manage a large, diverse portfolio of external partners or clients.
• Data fluency – able to interpret performance data and derive actionable insights.
• Strong written and verbal communication for a diverse advisor audience.

Responsibilities

• Support all stages of the advisor lifecycle from onboarding to offboarding.
• Build and maintain advisor relationships as a trusted partner via email, Zoom, and webinars.
• Identify trends and opportunities to boost engagement and quality.
• Manage support tickets with consistent, high-quality resolutions.
• Assist advisors through platform changes and new feature rollouts while preserving service quality.
• Propose scalable solutions, including AI-powered tools and automation where relevant.
• Channel advisor feedback into product and processes for improvement.
• Explore engagement formats like influencer-style partnerships to drive loyalty.

Skills

Account management

Client success

Partner/advisor-facing

Data fluency

Strong communication

Zendesk experience

Tools

Zendesk

Job description

Ingenio, LLC is seeking an Advisor Success Manager to grow advisors’ businesses across our global brands. You’ll build lasting relationships, provide strategic guidance, and drive engagement and revenue for a multilingual community of independent professionals.

You will analyze performance data, prioritize improvements, and collaborate with product and operations to optimize the advisor experience across email, Zoom, and webinars.