Customer Success Manager - Wealth Management

April Tax Solutions, Inc.; New York (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

april is seeking a driven Customer Success Manager - Wealth Management to manage client relationships and onboard partners through our implementation process. You will serve as the main contact for partners, align with their expectations, and help ensure retention.

This hybrid role is based in our New York City headquarters, requiring on-site presence three days per week (Tue–Thu) and collaboration with tax, product, and engineering teams to deliver value.

Qualifications

• Experience in partner management, business development, or a related role in financial services.
• Exposure to tax or accounting industry is a plus.
• Passion for product-centric environments and ability to work across teams.
• Analytical thinking with problem-solving to create value for partners and end users.
• Role focused on wealth management clients; wealth management experience is a plus.
• Strong communication and negotiation skills.
• Ability to learn quickly, adapt to a fast-paced environment, and drive projects to completion.

Responsibilities

• Manage april’s most critical wealth management partnerships and drive joint initiatives.
• Build a best-in-class partner management model.
• Leverage industry knowledge to craft partnership and product strategies.
• Navigate banks and issuers to execute deals and ensure execution.
• Coordinate with tax, product, and engineering on client strategy implementation.
• Identify stakeholders and educate them on value proposition and deals.
• Contribute to holistic account management strategies across internal teams.

Skills

Communication

Negotiation

Analytical thinking

Fast learner

Cross-functional collaboration

Job description

About the role

april is seeking a driven Customer Success Manager - Wealth Management to play a key role in managing our client relationships. In this position, you'll have a unique opportunity to work directly with our partner (primarily in wealth management) and serve as their main point of contact. You'll be responsible for onboarding and guiding partners through our innovative implementation process, building strong relationships and aligning with their specific expectations. This team works closely to ensure their needs are met and to address any challenges, with the goal of ensuring retention. This is a hybrid role based out of our New York City headquarters, requiring a minimum of three days per week on-site (Tuesday through Thursday).

Key responsibilities

• Manage april’s most critical wealth management partnerships, with a focus on driving the execution of joint initiatives and launching new offerings
• Build a best-in-class partner management model
• Leverage industry knowledge to craft thoughtful partnership and product strategies
• Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
• Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
• Help find the right stakeholders that can champion april, educating them on our value proposition and executing deals that address their needs and support our strategy
• Leverage significant industry experience to help our internal teams compose our holistic account management strategy

Experience

• Experience in partner management, business development, or a related role, ideally in the financial services industry
• Exposure to the tax or accounting industry is a plus, but not required
• A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
• Analytical thinking with a knack for problem-solving and creating value for partners and end users
• This role is focused on wealth management clients, and experience in this space is a plus
• Strong communication and negotiation skills
• The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
• A proactive mindset, with the drive to see projects through to completion

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time - making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.