Tech Partner Success Strategist for Wealth Management

Jobot; Chicago (IL); On-site; USD 165,000 - 220,000; Full time

Benefits offered by this job

Bonus

401(k) Company Match

Paid Paternity Leave

HSA

FSA

Premium Health

Dental Insurance

Vision Insurance

Unlimited PTO

Job summary

Jobot in Chicago is seeking a Senior Partner Success Manager to serve as a strategic technology advisor to advisory firm owners and executive leadership. You will drive platform adoption across CRM, reporting, and financial planning tools, lead quarterly business reviews, translate ROI into actionable recommendations, and mentor colleagues while shaping the Partner Success practice.

We offer base salary 165,000–220,000 USD per year, bonus, 401(k) company match, health/dental/vision, HSA/FSA,

Qualifications

• Approximately 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 (Salesforce, Black Diamond, Addepar, eMoney, MoneyGuide).
• Willingness to travel nationwide approximately 4-6 times per year.

Responsibilities

• Build trusted relationships with firm leaders, understanding workflows, priorities, and growth objectives.
• Lead quarterly and executive business reviews, translating platform usage and ROI 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 and deliver coordinated solutions.
• Mentor junior Partner Success Managers and share effective engagement approaches.

Skills

Relationship management

Client success

Product management

Technology consulting

Executive leadership

Tools

Salesforce

Black Diamond

Addepar

eMoney

MoneyGuide

Job description

Jobot in Chicago is seeking a Senior Partner Success Manager to serve as a strategic technology advisor to advisory firm owners and executive leadership. You will drive platform adoption across CRM, reporting, and financial planning tools, lead quarterly business reviews, translate ROI into actionable recommendations, and mentor colleagues while shaping the Partner Success practice.

We offer base salary 165,000–220,000 USD per year, bonus, 401(k) company match, health/dental/vision, HSA/FSA,