Hybrid Client Success Lead — Financial Wellness Programs

NFP, an Aon company; McLean (VA); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Wellness programs

401K with company match

Hybrid work model

Professional development

Employee resource groups

Job summary

Fiducient Advisors, part of Wealthspire, seeks a Client Success Manager to oversee the delivery of workplace financial wellness for a portfolio of plan sponsor clients. You will lead onboarding, engagement, and reporting while ensuring high-quality client experiences and supporting financial mentoring as needed.

The role requires 3–5 years in client success or related fields and proficiency with Microsoft Office and CRM/reporting tools. A hybrid work model and up to 15–25% travel are expected.

Qualifications

• Bachelor's Degree or relevant work experience.
• 3-5 years of experience in client success, account management, financial wellness, or employee benefits.
• Proficiency in Microsoft Suite and familiarity with CRM and reporting tools.

Responsibilities

• Manage the daily onboarding and operational implementation of the financial wellness program for assigned clients.
• Coordinate onboarding activities, including kickoff calls, platform setup, and launch readiness.
• Ensure onboarding is delivered consistently and within established timelines.
• Function as the key contact for plan sponsor clients, handling regular communication and support.
• Conduct regular client check-ins and deliver client reporting.
• Support development of client engagement strategies and initiatives.

Skills

Client success

CRM tools

MS Office

Education

Bachelor's Degree or relevant work experience

Tools

CRM tools

Microsoft Excel

Reporting tools

Job description

Fiducient Advisors, part of Wealthspire, seeks a Client Success Manager to oversee the delivery of workplace financial wellness for a portfolio of plan sponsor clients. You will lead onboarding, engagement, and reporting while ensuring high-quality client experiences and supporting financial mentoring as needed.

The role requires 3–5 years in client success or related fields and proficiency with Microsoft Office and CRM/reporting tools. A hybrid work model and up to 15–25% travel are expected.