Financial Relationship Manager - Client Success & Adoption

Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs); Scottsdale (AZ); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

401k with matching

Paid Time Off (PTO)

Job summary

A leading wealth management technology firm based in Scottsdale, AZ is looking for a Financial Relationship Manager to support clients post-sale. This role focuses on client advocacy, ensuring successful platform use and satisfaction. The ideal candidate has 3-5 years of experience in fintech or wealth management, excels in relationship management, and is proficient in Microsoft Office. A strong commitment to client success and problem-solving skills are essential. This role is 100% onsite with benefits including medical, dental, vision, and a 401k plan.

Qualifications

• 3-5 years of experience in fintech or wealth management.
• Excellent verbal and written communication skills.
• Deep understanding of RIA operations and investment platforms.

Responsibilities

• Own the post-sale experience for a portfolio of clients.
• Drive product adoption with training and strategic touchpoints.
• Identify opportunities for deeper engagement and account retention.

Skills

Client relationship management

Problem-solving

Communication skills

Time management

Adaptability

Tools

Microsoft Office Suite

WealthTech Platforms (e.g., Orion)

Internal Collaboration tools (e.g., Monday.com)

Job description

A leading wealth management technology firm based in Scottsdale, AZ is looking for a Financial Relationship Manager to support clients post-sale. This role focuses on client advocacy, ensuring successful platform use and satisfaction. The ideal candidate has 3-5 years of experience in fintech or wealth management, excels in relationship management, and is proficient in Microsoft Office. A strong commitment to client success and problem-solving skills are essential. This role is 100% onsite with benefits including medical, dental, vision, and a 401k plan.