Relationship Manager, Customer Success Team (Series 65)

Arta Finance • Mountain View, CA

8d • Hybrid

About The Position

At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives. The future of finance is technology—relentlessly user-focused, elegant, and bordering-on-magical. We apply deep tech to help people enjoy more successful financial lives—and we believe we can have fun doing it.
If you’ve ever wondered whether your money is working as hard as you are, or thought there must be a better way to pursue your financial goals, we want to hear from you.
We are looking for an experienced and client-focused Relationship Manager to join the Customer Success Team to support our U.S. members. You’ll help manage day-to-day member operations, strengthen relationships, and contribute to delivering a world-class experience for our clients.
This role combines member service and operational excellence, proactive relationship management, and a passion for helping members make the most of Arta’s products and services.

Requirements

• You thrive in a startup-like environment where not everything is black and white—comfortable adapting to evolving priorities, running experiments, and staying optimistic through change.
• You bring a positive, solutions-oriented mindset—collaborative, pragmatic, and ready to roll up your sleeves to get things done as part of a lean, high-impact team.
• 5–7 years of experience in account or relationship management, preferably in wealth management, RIA, or financial services environments interacting directly with clients.
• Exceptional organizational and operational skills, with the ability to manage multiple client priorities simultaneously.
• Excellent communicator—clear, empathetic, and proactive in both written and verbal communication.
• Curious and motivated by innovation in finance and technology.
• Strong understanding of investment products, portfolio management, and client servicing in a high-touch financial advisory context preferred.
• Candidate should currently possess a Series 7, 65, 66, or 63 license, or must be willing to obtain the license within their first year of employment, as the ability to provide advice is key to deepening member relationships. Please note, Arta does not operate a broker-dealer.
• While we prefer candidates who can work from the Mountain View office 2–3 times per week, remote candidates will be considered and should expect to travel to San Jose once per quarter for team gatherings.

Nice To Haves

• Experience scaling teams using AI is a plus.

Responsibilities

• Manage the member email queue, responding promptly to inquiries and ensuring timely, high-quality support for all account-related questions and requests.
• Handle operational processes including account opening, funding and transfers, chasing fund documentation, account maintenance, and other member servicing tasks with accuracy and efficiency.
• Serve as the primary point of contact for Arta Members, guiding them through our suite of offerings—from public and private market investments to personalized financial planning services.
• Proactively monitor account health to identify opportunities to increase engagement, satisfaction, and retention.
• Collaborate closely with internal partners—Operations, Product, Compliance, and Advisory—to resolve issues, enhance processes, and share member insights.
• Facilitate connections between members and Arta’s network of experts in private markets, public markets, derivatives, insurance, tax, and estate planning, and investment advisory.
• Contribute to improving internal systems and tools that support a seamless and scalable member experience.
• Build lasting relationships with members, ensuring their long-term success and satisfaction with Arta Finance.

Benefits

• A competitive salary and benefits package, with ample opportunities for growth and advancement
• A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued
• The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance
• Robust health insurance offering for you and your family
• High deductible health plan available with health savings account contribution
• 20 weeks of parental leave
• 17 days PTO annually

What This Job Offers

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