Client Success Manager - Evolve Program

Mutual Group

89d • $75,000 - $95,000

About The Position

The Evolve Client Success Manager ensures a seamless, end-to-end experience for registered investment adviser (RIA) firms participating in Mutual Securities’ Evolve program—from transition through daily operations. You will cultivate and maintain strong relationships with participating firms, coordinating onboarding and transitions, guiding day-to-day needs, resolving escalations, and supporting retention, growth, and profitability. Success in the role requires excellent communication, practical knowledge of broker-dealer operations and direct-held products, and the ability to translate complex processes into clear, actionable steps that power the success of independent fee-based advisors.

Requirements

• Bachelor’s degree in Finance, Business Management, or related field; or equivalent experience
• Series 6 and/or insurance license preferred
• 7+ years in financial services, with meaningful exposure to insurance/annuity products
• Hands-on experience serving RIA firms; understands day-to-day operational needs
• Working knowledge of broker-dealer operations and direct-held investment products

Nice To Haves

• Strong understanding of commission and fee structures (advisory fees, trails, schedules) and their impact on profitability
• Familiarity with contracts and service agreements (amendments, pricing terms, scope)
• Excellent written and verbal communication; clear expectations-setting and reliable follow-through
• Demonstrated analytical ability to evaluate relationship profitability, trends, and retention risk; able to build simple client scorecards
• Meticulous attention to detail and deadline discipline
• Proficiency with CRM and financial-services platforms; strong data hygiene
• Understanding of regulatory considerations related to broker-dealer operations and required communications

Responsibilities

• Review Evolve invoices with client firms; resolve questions to ensure timely, accurate reconciliation and financial reporting
• Manage contract discussions and process approved amendments; maintain complete and accurate contract records
• Support regulatory exams and audits by coordinating stakeholders and providing requested materials in accordance with broker-dealer standards
• Evaluate and guide client M&A activity, including due diligence and post-close onboarding
• Collaborate with Sales and Transitions to add new business from existing firms and expand participation in the program
• Conduct periodic pricing reviews and monitor relationship profitability
• Track client activity and service needs; identify growth opportunities and efficiency improvements
• Produce trend reports and maintain client scorecards aligned to program goals
• Support the Client Service team with escalation management and clear expectation setting
• Develop and distribute communications to clients regarding policy updates, technology enhancements, service changes, and paperwork revisions
• Prepare and distribute required communications to end investors
• Maintain accurate client and contact information and activity notes in the CRM

Benefits

• Competitive salary
• Performance-based bonus
• Comprehensive benefits package, including health insurance
• Matching 401(k)
• Generous PTO
• Wellness initiatives
• Opportunities for continuous learning and professional development in a supportive and growth-oriented environment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 51-100 employees