Technology Partner Success

Jobot; Miami (FL); Presencial; USD 165 000 - 220 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) Company Match

Paid Paternity Leave

HSA

FSA

Premium Health Insurance

Dental and Vision Insurance

Unlimited PTO

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Relationship mgmt

Product management

Technology consulting

Vendor coordination

Ferramentas

Salesforce

Black Diamond

Addepar

eMoney

MoneyGuide

Descrição da oferta de emprego

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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 Details

You’ll own the technology relationship for a portfolio of independent wealth management firms, helping them get greater value from their platforms. This is a senior, consultative role that combines executive relationship management, technology guidance, training, and cross-functional collaboration—not simply reactive support.

What you’ll do:

• 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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