Senior WealthTech Partner Success Advisor

Jobot; Miami (FL); On-site; USD 165,000 - 220,000; Full time

Benefits offered by this job

401(k) Company Match

Paid Paternity Leave

HSA

FSA

Premium Health Insurance

Dental and Vision Insurance

Unlimited PTO

Job summary

Jobot is seeking a senior Partner Success professional to act as the technology advisor for a portfolio of independent wealth management firms. You will guide executive leadership, align technology investments with business goals, and influence platform priorities through collaboration with product and engineering teams.

The role emphasizes strategic relationships, cross‑functional training, and driving adoption of wealth tech platforms across CRM and financial planning tools.

Qualifications

• 7–10+ years of experience in fintech, wealth management or financial services.
• Proven background in relationship management and technology consulting.
• Experience leading business reviews with senior executives and managing high‑value clients.

Responsibilities

• Own technology relationships for independent wealth management firms; senior, consultative role.
• Lead quarterly executive business reviews translating ROI and roadmaps into actions.
• Drive adoption across CRM, performance reporting, financial planning, and proprietary platforms.

Skills

Relationship mgmt

Product management

Technology consulting

Vendor coordination

Tools

Salesforce

Black Diamond

Addepar

eMoney

MoneyGuide

Job description

Jobot is seeking a senior Partner Success professional to act as the technology advisor for a portfolio of independent wealth management firms. You will guide executive leadership, align technology investments with business goals, and influence platform priorities through collaboration with product and engineering teams.

The role emphasizes strategic relationships, cross‑functional training, and driving adoption of wealth tech platforms across CRM and financial planning tools.