Technology Partner Success

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

Technology Partner Success

$165000 - $220000 per year | Austin, TX | On-site | Permanent

Wealth Management / 130B AUM / Growth position

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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.