Wealth Management Client Success Lead (Salesforce)

Corient; Post (OR); On-site; USD 108,000 - 135,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans (multiple options)

Dental, Vision & Life Insurance

Disability insurance

Parental leave

FSA/Health Savings Accounts

Transit/Commuter benefits

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient is seeking a results-driven leader to manage a regional team and optimize client service processes. You will leverage Salesforce, DocuSign and MS Office to drive efficiency and support decision-making across offices.

This role requires travel to OH, IN, and Western PA and a strong emphasis on confidentiality and professional standards. The successful candidate will have 5–7 years of experience, 3–5 years in people management, and a customer-focused mindset.

Qualifications

• Bachelor’s degree from an accredited institution.
• 5–7 years of professional experience.
• 3–5 years of experience managing teams.
• Experience with Salesforce, DocuSign, Microsoft Suite, and portfolio accounting software (or ability to learn quickly).
• Strong communication, organization, and problem-solving skills.
• A customer service mindset and a collaborative, team-first attitude.
• Willingness to travel quarterly to OH, IN, and Western PA.
• High level of professionalism, confidentiality, and attention to detail.

Responsibilities

• Create and implement business processes to improve efficiency and consistency across offices.
• Lead a team of 4 direct reports and provide dotted-line support to 15+ team members.
• Respond quickly and effectively to client or advisor issues, ensuring timely resolution.
• Generate and analyze business metrics using Salesforce to support decision-making.
• Serve as the regional Salesforce administrator and trainer, helping teams use the platform effectively.
• Manage business configurations and support special projects as needed.
• Meet regularly with Advisors, Managing Partners, and Team Leads to understand needs and drive improvements.

Skills

Leadership

Communication

Problem-solving

Customer service mindset

Team collaboration

Travel willingness

Education

Bachelor’s degree

Tools

Salesforce

DocuSign

Microsoft Office

Portfolio accounting software

Job description

Corient is seeking a results-driven leader to manage a regional team and optimize client service processes. You will leverage Salesforce, DocuSign and MS Office to drive efficiency and support decision-making across offices.

This role requires travel to OH, IN, and Western PA and a strong emphasis on confidentiality and professional standards. The successful candidate will have 5–7 years of experience, 3–5 years in people management, and a customer-focused mindset.