Wealth Management CSM — Growth, Adoption & Onboarding (Hybrid)

YCharts; Chicago (IL); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

100% employer-paid health, dental, and vision insurance

401(k) match

Flexible time off

Paid parental leave

Professional development stipend

Weekly lunch credits

Job summary

A leading fintech company in Chicago is seeking a Customer Success Manager to enhance client engagement and drive product adoption among wealth management firms. The ideal candidate will have a strong background in financial services with exceptional relationship management skills. This position offers competitive compensation, a flexible hybrid work model, and a range of employee benefits, ensuring a supportive and dynamic work environment.

Qualifications

• 3+ years experience in the financial services or fintech industry.
• 1+ years of experience in a sales, support, or account management role.
• Proven ability to develop and maintain strong client relationships.

Responsibilities

• Manage a growing book of business to drive product adoption.
• Collaborate with sales partners to build relationships with decision-makers.
• Lead virtual and in-person meetings to share best practices.

Skills

Client relationship management

Communication skills

Time management

Team collaboration

Education

Bachelor’s degree in Finance, Business Administration, Economics, or related field

Job description

A leading fintech company in Chicago is seeking a Customer Success Manager to enhance client engagement and drive product adoption among wealth management firms. The ideal candidate will have a strong background in financial services with exceptional relationship management skills. This position offers competitive compensation, a flexible hybrid work model, and a range of employee benefits, ensuring a supportive and dynamic work environment.