Technology Partner Success

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

Job Details

Wealth Management / 130B AUM / Growth position

This Jobot Job is hosted by: Katrina McFillin

Salary: $165,000 - $220,000 per year

A bit about us

We’re a growing financial services and technology firm helping independent financial advisors build thriving businesses and better serve their clients. We bring together technology, operational resources, and strategic support so advisory firms can grow with confidence. Our culture values ownership, curiosity, and people who embrace new challenges as the business evolves.

Why join us

Serve as a strategic technology advisor to advisory firm owners and executive leadership.

Help partners connect their technology investments to meaningful business outcomes.

Influence platform improvements through direct collaboration with product and engineering leaders.

Share your expertise, mentor colleagues, and help shape an evolving Partner Success practice.

Join a business built around advisor independence, entrepreneurial thinking, and client-focused service.

Base + Bonus + 401(k)Company Match + paid Paternity Leave + HSA + FSA + Premium Health, Dental, and Vision insurance, Unlimited PTO

Job Responsibilities

• Build trusted relationships with firm leaders, understanding their workflows, priorities, and growth objectives.


• Lead quarterly and executive business reviews, translating platform usage, return on investment, and technology 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 help inform platform priorities.


• Partner with vendors and internal teams to resolve issues, improve processes, and deliver coordinated solutions.


• Informally mentor junior Partner Success Managers and share effective approaches to partner engagement.

What you’ll bring

• Approximately 7-10+ years of experience, preferably within fintech, wealth management, or financial services.


• A 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.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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