Customer Success Manager - Wealth Management

april • New York, NY

2d • $110,000 - $140,000 • Hybrid

About The Position

april is seeking a driven Customer Success Manager - Wealth Management to play a key role in managing our client relationships. In this position, you'll have a unique opportunity to work directly with our partner (primarily in wealth management) and serve as their main point of contact. You'll be responsible for onboarding and guiding partners through our innovative implementation process, building strong relationships and aligning with their specific expectations. This team works closely to ensure their needs are met and to address any challenges, with the goal of ensuring retention. This is a hybrid role based out of our New York City headquarters, requiring a minimum of three days per week on-site (Tuesday through Thursday).

Requirements

• Experience in partner management, business development, or a related role, ideally in the financial services industry
• A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
• Analytical thinking with a knack for problem-solving and creating value for partners and end users
• Strong communication and negotiation skills
• The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
• A proactive mindset, with the drive to see projects through to completion

Nice To Haves

• Exposure to the tax or accounting industry is a plus, but not required
• This role is focused on wealth management clients, and experience in this space is a plus

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed