The Customer Success Manager role at Symmetry Partners focuses on fostering high-value relationships with Registered Investment Advisors while driving adoption of the Axiom platform. Key responsibilities include conducting comprehensive platform training, developing tailored business strategies for client growth, and providing consultative support on portfolio design and marketing plans. The position requires a trusted advisor approach to help clients optimize operations and achieve sustained practice expansion. This opportunity appeals to professionals seeking a strategic, high-touch environment where they can leverage wealth management expertise to directly impact client success. The role reports to the Vice President of Platform Sales and Advisor Success.