Senior Technology Partner Success — WealthTech Growth

Jobot; Philadelphia (Philadelphia County); Presencial; USD 165 000 - 220 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Base salary plus bonus

401(k) company match

Paternity leave

Health, dental, vision insurance

HSA

FSA

Unlimited PTO

Resumo da oferta

Jobot, a growing financial services and technology firm, seeks a high-level Technology Partner Success leader in Austin, TX. You will own the technology relationship for a portfolio of independent wealth management firms, driving adoption of CRM, reporting, planning platforms, and proprietary systems.

You’ll lead executive business reviews, translate platform usage into ROI, and mentor a team while partnering with product and engineering to shape platform priorities.

Qualificações

• 7–10+ years of experience in fintech, wealth management, or financial services.
• Background in relationship management, client success, product management, or technology consulting.
• Experience managing high-value relationships and leading business reviews with senior executives.
• Familiarity with wealth technology platforms such as Salesforce, Black Diamond, Addepar, eMoney, or MoneyGuide.
• Willingness to travel to partner offices nationwide approximately 4–6 times per year.

Responsabilidades

• Build trusted relationships with firm leaders, understanding their workflows, priorities, and growth objectives.
• Lead quarterly and executive business reviews, translating platform usage, ROI, and roadmaps into actionable recommendations.
• Drive adoption across CRM, performance reporting, financial planning, and proprietary platforms.
• Coordinate training, implementation support, platform configuration, and best-practice sharing.
• Bring partner insights to product and engineering teams to inform platform priorities.
• Partner with vendors and internal teams to resolve issues, improve processes, and deliver coordinated solutions.
• Mentor junior Partner Success Managers and share effective engagement approaches.

Conhecimentos

Relationship management

Executive communication

Technology consulting

Cross-functional collaboration

Mentoring

Ferramentas

Salesforce

Black Diamond

Addepar

eMoney

MoneyGuide

Descrição da oferta de emprego

Jobot, a growing financial services and technology firm, seeks a high-level Technology Partner Success leader in Austin, TX. You will own the technology relationship for a portfolio of independent wealth management firms, driving adoption of CRM, reporting, planning platforms, and proprietary systems.

You’ll lead executive business reviews, translate platform usage into ROI, and mentor a team while partnering with product and engineering to shape platform priorities.