Client Success Manager - Financial Wellness (Hybrid)

NFP Corp; Potomac (MD); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Hybrid work model

401K Plan with company match

Wellness Reimbursement Program

Paid Time Off & Holidays

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Client Success Manager to lead onboarding, engagement, and reporting for plan sponsor clients. You’ll coordinate kickoff calls, ensure timely delivery, and be the main client contact while supporting mentoring programs.

Requirements include 3–5 years in client success or related fields, a Bachelor’s degree or equivalent, and proficiency with Microsoft Office, CRM and reporting tools. Hybrid work is offered.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 3–5 years in client success, account management, or employee benefits.
• Proficiency with Microsoft Office and CRM/reporting tools.

Responsibilities

• Onboard and manage delivery of the financial wellness program for assigned clients.
• Coordinate onboarding activities including kickoff calls and platform setup.
• Prepare and deliver client reporting with engagement metrics.
• Support client retention and growth through proactive engagement.
• Provide backup for 1:1 financial mentoring and group education.

Skills

Client success

Account management

Financial wellness

Employee benefits

Effective communication

Education

Bachelor’s Degree or relevant work experience

Tools

CRM tools

Reporting tools

Microsoft Suite

Job description

Fiducient Advisors, part of Wealthspire, seeks a Client Success Manager to lead onboarding, engagement, and reporting for plan sponsor clients. You’ll coordinate kickoff calls, ensure timely delivery, and be the main client contact while supporting mentoring programs.

Requirements include 3–5 years in client success or related fields, a Bachelor’s degree or equivalent, and proficiency with Microsoft Office, CRM and reporting tools. Hybrid work is offered.