Wealth Customer Success Manager

Feathery

About The Position

Feathery automates data intake workflows for insurance companies. Industry leaders rely on Feathery to power mission-critical workflows like underwriting, client onboarding, policy servicing, and automated account openings. With rapid revenue growth and expanding enterprise demand, we’re scaling our customer success function to support increasingly complex implementations across the insurance ecosystem. Feathery is rapidly expanding in the wealth management sector. We support RIAs, broker-dealers, custodians, and fintech platforms in modernizing their client onboarding, advisor transitions, and operational workflows. As we grow, we are looking for a Client Success Manager (CSM) to partner closely with our wealth management clients to ensure successful platform adoption, seamless integrations, and long-term client satisfaction. You will collaborate directly with advisory firms to help them transform and optimize key operational workflows, including client onboarding and account opening, advisor transitions and repapering, CRM data mapping and client data management, compliance and operational processes, and client servicing workflows. As CSM, you will serve as the primary partner for new and existing Feathery clients throughout their implementation and ongoing platform usage. You will guide firms through onboarding, oversee integration with their technology stack, and ensure each client launches successfully and continues to achieve measurable operational improvements. This role sits at the intersection of client success, implementation, and operational consulting. You will collaborate closely with Feathery’s product, engineering, and technical teams to ensure client workflows are intelligently designed, integrated, and optimized. Your success will be measured by client satisfaction, successful integrations, platform adoption, and long-term client retention.

Requirements

Experience working with RIAs, broker-dealers, custodians, or wealth management technology platforms
Strong understanding of advisor operations, onboarding, and account opening workflows
Experience in Customer Success, Implementation, Solutions, or Account Management in B2B SaaS
Ability to translate operational workflows into technical solutions
Effective communication and relationship management skills
Comfortable working cross-functionally with product and engineering teams

Nice To Haves

Experience working with workflow automation, integrations, APIs, or data platforms
Experience supporting regulated industries and compliance-heavy environments
Experience helping build or scale a Customer Success function from scratch
Background in high-growth B2B SaaS companies

Responsibilities

Participate in the end-to-end onboarding and implementation process for new Feathery clients
Ensure successful integration of Feathery with client systems including CRMs, custodians, and operational platforms
Manage project timelines, integration milestones, and launch readiness
Serve as the primary point of contact during implementation and early platform adoption
Ensure clients launch successfully and are positioned for long-term success
Function as a trusted advisor to wealth management firms using Feathery
Maintain ongoing relationships with key client stakeholders including operations, technology, and leadership teams
Monitor client engagement and platform usage to ensure adoption and satisfaction
Proactively identify opportunities to improve client workflows and expand platform usage
Partner with clients to help them achieve measurable operational improvements
Work with clients to design and implement efficient workflows for client onboarding, account opening, advisor transitions and repapering, compliance and regulatory data collection, client servicing and operational requests
Identify opportunities to eliminate manual processes and improve operational efficiency
Partner with clients to structure and standardize client data within Feathery
Assist with CRM field mapping and data architecture across platforms
Ensure data is captured and organized to support scalable workflows
Coordinate with Feathery’s technical team to support integration and data synchronization
Collaborate with engineering, product, and technical teams to support client integrations
Translate client operational needs into clear technical requirements
Provide client feedback to product teams to help shape future platform enhancements
Train client operations and advisor teams on how to effectively use Feathery
Deliver onboarding sessions, workflow walkthroughs, and best practice guidance
Help clients maximize automation and operational efficiency
Document client workflows, implementation processes, and integration requirements
Contribute to Feathery’s growing library of implementation playbooks and best practices
Help refine scalable implementation and Client success processes as the company grows