Customer Success Manager
Not Disclosed•Full-TimeOn-site
location_on634, Oakwood Drive, Glastonbury, Capitol Planning Region, Connecticut, 06033, United States
About the Role
The Customer Success Manager plays a critical role in fostering and maintaining high-value client relationships while driving adoption, satisfaction, and long-term growth. This position combines client relationship management, consultative support, and strategic business development, ensuring that Registered Investment Advisors (RIAs) fully leverage the value of our investment offerings and TAMP services through the Axiom platform.
As a trusted advisor, you will provide comprehensive training, partner with clients to develop and refine business strategies, and support customized service and growth plans aligned with each client's goals. Through ongoing engagement, regular reviews, and tailored marketing and case support, you will help clients optimize their operations, adapt to evolving needs, and achieve sustained practice growth. This position reports to the Vice President, Platform Sales and Advisor Success.
Work location
Work model: On-site
634, Oakwood Drive, Glastonbury, Capitol Planning Region, Connecticut, 06033, United States
Glastonbury, Connecticut
Key Responsibilities
- check_circleConduct comprehensive training on the Axiom platform and investment options
- check_circleOffer tailored guidance on business development strategies to optimize operations
- check_circleOutline actionable steps to achieve business expansion and revenue growth goals
- check_circleCreate customized service plans aligned with client expectations and objectives
- check_circleConduct yearly reviews to assess service plan effectiveness and outcomes
- check_circleProvide consultative support in portfolio design and tailored investment proposals
- check_circleDevelop personalized marketing and business development plans for client expansion
- check_circleHelp clients craft and refine unique value propositions for potential clients
- check_circleCollaborate with clients to build strategic frameworks for competitive advantages
- check_circleIdentify changing client needs and adjust service approaches accordingly
Requirements
- verifiedMinimum of 5 years' experience in customer success, relationship management, or a client-facing role in the wealth management or TAMP sector
- verifiedSeries 65 certification required
- verifiedFamiliarity with the specific needs and challenges of RIAs and the TAMP service model
Nice to Have
Experience as a financial advisor.
Similar Job Opportunities
Frequently asked questions about Customer Success Manager at Talent Acquisition / HR Jobs
What does a Customer Success Manager at Talent Acquisition / HR Jobs do?expand_more
In this Customer Success Manager at Talent Acquisition / HR Jobs role, you will conduct comprehensive training on the axiom platform and investment options; offer tailored guidance on business development strategies to optimize operations; outline actionable steps to achieve business expansion and revenue growth goals; and create customized service plans aligned with client expectations and objectives.
What are the requirements for this Customer Success Manager role?expand_more
Talent Acquisition / HR Jobs is looking for candidates who meet the following requirements: Minimum of 5 years' experience in customer success, relationship management, or a client-facing role in the wealth management or TAMP sector; Series 65 certification required; and Familiarity with the specific needs and challenges of RIAs and the TAMP service model.
Where is the Customer Success Manager role at Talent Acquisition / HR Jobs located?expand_more
Customer Success Manager at Talent Acquisition / HR Jobs is based in 634, Oakwood Drive, Glastonbury, Capitol Planning Region, Connecticut, 06033, United States. This is a on-site role.
Is this Customer Success Manager job remote, hybrid, or on-site?expand_more
Talent Acquisition / HR Jobs has listed this Customer Success Manager role as on-site.
How much experience is required for this Customer Success Manager role?expand_more
Customer Success Manager at Talent Acquisition / HR Jobs typically requires 5+ years of relevant experience at the senior level.
What skills do you need for the Customer Success Manager role at Talent Acquisition / HR Jobs?expand_more
Key skills for Customer Success Manager at Talent Acquisition / HR Jobs include Series 65 Certification; Axiom Platform; Wealth Management; and Tamp.
What category does the Customer Success Manager role belong to?expand_more
Customer Success Manager at Talent Acquisition / HR Jobs is part of the sales job category on Recrutus.
About Talent Acquisition / HR Jobs
HR & Talent Acquisition specializes in Human Resources Services, offering a platform to discover career opportunities in the United States, Canada, the United Kingdom, and the European Union. Based in New York, the company connects professionals with roles in talent development, recruitment, and HR management across key global markets. By curating job listings tailored to the industry’s evolving demands, it supports professionals seeking advancement in a sector critical to organizational success. The platform emphasizes accessibility and relevance, aligning candidates with positions that match their expertise and career goals.
Browse more roles: All Talent Acquisition / HR Jobs jobs, sales jobs on Recrutus.