Wealth Management Partner Success Manager

APRIL; New York (NY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

APRIL is seeking a driven Customer Success Manager for Wealth Management to manage our key wealth-management partners, onboard them, and align with their expectations through our implementation process.

This hybrid role based at our New York City headquarters requires on-site presence three days per week (Tue-Thu). You will collaborate with tax, product, and engineering teams to ensure retention and successful execution of joint initiatives.

Qualifications

• Experience in partner management, business development, or a related role, ideally in the financial services industry
• Exposure to the tax or accounting industry is a plus, but not required
• A passion for product-centric environments and cross-team collaboration
• Analytical thinking with a knack for problem-solving and creating value for partners
• Wealth management experience is a plus
• Strong communication and negotiation skills
• Ability to learn quickly, adapt to fast-paced environment, contribute to operational success
• Proactive mindset, drive to see projects through

Responsibilities

• Manage april’s most critical wealth management partnerships, with a focus on driving the execution of joint initiatives and launching new offerings
• Build a best-in-class partner management model
• Leverage industry knowledge to craft thoughtful partnership and product strategies
• Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
• Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
• Help find the right stakeholders that can champion april, educating them on our value proposition and executing deals that address their needs and support our strategy
• Leverage significant industry experience to help our internal teams compose our holistic account management strategy

Skills

Partner management

Business development

Analytical thinking

Communication & negotiation

Cross-team collaboration

Proactive mindset

Job description

APRIL is seeking a driven Customer Success Manager for Wealth Management to manage our key wealth-management partners, onboard them, and align with their expectations through our implementation process.

This hybrid role based at our New York City headquarters requires on-site presence three days per week (Tue-Thu). You will collaborate with tax, product, and engineering teams to ensure retention and successful execution of joint initiatives.