Hybrid Client Success Manager, Financial Wellness

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

Benefits offered by this job

Generous PTO

401K with company match

Wellness programs

Parental, Personal and Family leaves

Job summary

Fiducient Advisors is seeking a Client Success Manager to oversee the delivery of our workplace financial wellness program for plan sponsor clients. The role concentrates on onboarding, ongoing engagement, reporting, and operational execution to ensure a consistently high-quality client experience.

The position includes quarterly/semi-annual check-ins, client reporting, and support for financial mentoring sessions. Travel up to 15–25% with a hybrid in-office/remote work arrangement is expected.

Qualifications

• Bachelor's degree or relevant work experience required.
• 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 participation/engagement metrics.
• Support development and implementation of client engagement strategies and initiatives.
• Monitor client activity and identify opportunities to boost participation and outcomes.
• Provide backup support for 1:1 financial mentoring when required.
• Assist in delivery of group education sessions (virtual and in-person).
• Coordinate with technology partners to complete platform setup and customization.

Skills

Client success

Account management

Communication

Organizational skills

Education

Bachelor's Degree or relevant work experience

Tools

CRM software

Microsoft Office

Reporting tools

Job description

Fiducient Advisors is seeking a Client Success Manager to oversee the delivery of our workplace financial wellness program for plan sponsor clients. The role concentrates on onboarding, ongoing engagement, reporting, and operational execution to ensure a consistently high-quality client experience.

The position includes quarterly/semi-annual check-ins, client reporting, and support for financial mentoring sessions. Travel up to 15–25% with a hybrid in-office/remote work arrangement is expected.