RIA Onboarding & Partner Success Manager
Luma Financial Technologies
Luma Financial Technologies is looking for a Client Services and Operations professional to ensure seamless integration of clients onto their platform. You'll manage inbound client requests and lead the onboarding process for new RIA partners. The role requires 3-6 years of experience in client services or operations within financial services and strong communication skills. This is a full-time position based in Cincinnati, Ohio. #J-18808-Ljbffr Luma Financial Technologies
$91.9k - $138.7k
...the biggest names in payments. We’re looking for a Senior Partner Success Manager to join our Platforms and Integrated Payments team, helping... ...of accountability, growth, and high performance. Partner Onboarding & Enablement: Oversee the onboarding process for new...SuggestedFull time$91.9k - $138.7k
Worldpay in Cincinnati is seeking a Senior Partner Success Manager to drive the success and satisfaction of business partners. In this pivotal role, you will collaborate with cross-functional teams to ensure partners achieve their business goals. We're looking for a candidate...Suggested$108.5k - $136k
...Consult and advise clients (health plans and risk-bearing provider organizations) to drive transformational results. The Senior Manager, Partner Success will be responsible for independently managing relationships with day‑to‑day contact at our clients to deliver on Strive’s...SuggestedWork at officeRemote workWork from homeFlexible hours2 days per week- ...of a startup, we’re hiring. The Agency Success Manager (ASM) is a highly motivated insurance professional... ...producers, serving as a trusted partner who helps them expand their business... ..., Marketing, and GTM teams to execute onboarding, enablement, and retention strategies -...SuggestedLive in
- RWI Logistics is hiring a Customer Success Manager who understands what it truly means to run... ...relationships, protect and grow accounts, and partner closely with Operations, Capacity, and... ...Finance, and Technology Lead customer onboarding, transitions, and post-implementation...Suggested
- ...themselves and each other — and customer success is where that impact grows. As a Customer Success Manager, you’ll serve as a strategic partner to HR, Learning & Development, and... ...to customers’ existing workflows from onboarding programs and leadership development tracks...Immediate startWorldwideHome officeFlexible hoursShift work
- ...priority! Job Opportunity : Partner Taxi Company Location :... ...support to ensure your success. Reliable and Secure: Enjoy... ...service. Utilize our app to manage rides and communicate with passengers... ...support. Comprehensive onboarding and training for your team....
- ...Description Job Description Job Description The Customer Success Manager is responsible for ensuring long-term operational success,... ...lifecycle services portfolio. This role serves as the strategic partner for distribution centers, e-commerce fulfillment operations,...Contract workTemporary workWork experience placementRemote workFlexible hours
$108k - $115k
...International Inc.Job Summary: The Operations Partner is responsible for driving operational... ...development and operational skills.Onboard new franchisees and assist with expansion... ...in operations, preferably in multi-unit management within QSR, retail, or a similar industry...Temporary workWork at officeLocal areaFlexible hoursAfternoon shift$200k
...where your grit, discipline, and drive directly determine your success. If you’re the kind of person who rises to challenges, owns... ...figure-plus earnings, this is it. The Role: Business Development Partner You’ll lead B2B relationship-building with companies of all...Full timeWeekend workAfternoon shift$150.5k - $190k
...Senior Partner Manager At Deliverect, our API-first platform is revolutionizing commerce by... ...beneficial relationships that drive shared success and growth within our ecosystem. By... ...capabilities. Design and execute comprehensive onboarding and training programs for new partners...Full timeWork at officeWorldwideFlexible hours$1,000 per unit
...Raise is seeking high-performance Venture Partners to operate startup capital raises end-to-... ...where you own founder relationships, manage fundraising engagements, and drive investor... ...raising capital Close client engagements and onboard into Initio Raise Lead 60-day...For contractorsImmediate startRemote work$75k - $100k
Job Overview: The Compensation Partner will operate as a strategic people partner that plays... ..., accounting projections, employee and manager communications, and post-cycle analysis.... ...recognizing everyone's contribution to Marvin's success ~ Giving at Marvin – participate in...Full timeTemporary workRelocationRelocation package$88.6k - $181.9k
...Communications, and Facilities Management. This Tax Senior Accountant... ...As a Tax Senior Accountant, Partner Tax Matters you will be responsible... ...K-1 packages. You will also onboard, manage and retain our staff,... ...US Firms tax matters. The successful candidate will posses these...Local areaVisa sponsorship- ...monthly residual commissions for every employee who enrolls What You'll Earn Residual income that grows with each new company onboarded Completely commission-based (no cap) What You Need Confidence having light B2B conversations (script and training provided...Remote jobFull timePart timeSecond jobFlexible hours
$70k - $90k
Located in Cincinnati, OH Salary: $70k-$90k Aerospace Customer Success / Account Manager Location: Cincinnati, OH Compensation: $70k-$90k Requirements: Bachelor's degree or 5+ years of experience in customer service, sales support, or a related...Work at office$96.5k - $207.5k
...driving revenue growth and solution portfolio success for Fifth Third's commercial payables... ....Responsible for product financial management inclusive of revenue forecasting, margin... ..., Go-to-Market, Operations and external partners. Identification of risk associated with...- ...warm, pre-qualified leads (no cold calling) ◾Provide tailored coverage recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support...Full time
$98.5k - $233.25k
...ability to position Capgemini as a trusted partner in delivering transformational outcomes.... ...deal closure and ongoing engagement success.Your Skills and Experience15+ years of experience... ..., including during the hiring and onboarding process.Click the following link for...Full timeLocal area- jobr.pro is a fast-growing, tech-driven organization located in Cincinnati, Ohio, seeking innovative individuals. The role involves conducting virtual consultations with clients, assessing their needs, and building lasting relationships through periodic check-ins. Candidates...Remote jobWork from homeFlexible hours
$60k - $80k
Title : Customer Success Manager Industry : OEM (Original Equipment Manufacturer) Location : Cincinnati Metropolitan Area (On-Site) Salary : c$60,000-$80,000 + Company Benefits JOB SUMMARY: Provide primary/key point of contact (POC) logistic support for assigned products...Contract workWork experience placement- ...category‑leading Unlimited Financials practice management system focused on the unique revenue... ...is a portfolio company of Francisco Partners, a leading technology investment firm with... ...through contract renewal, our Customer Success Manager (CSM) is critical to ensuring that...Full timeContract workWork at officeLocal areaFlexible hours
$20 per hour
We are looking for a Customer Success Manager to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.In this role, you will need to hold an expert level of expertise...Hourly payFull timeContract workPart timeRemote work- Overview The Client Success Manager is dedicated to ensuring retention and upgrading of our valued clients in the commercial space. This position is responsible for executing a proactive migration strategy, upselling and upgrading existing clients, working on strategic...Work at office
- ...adopted by broker/dealer firms, RIA offices, and private banks... ..., research, purchase, and manage alternative investments as... ...its client‑facing and partner implementation capabilities... ...the intersection of client success, technical onboarding, and cross‑functional operations...
$14 - $17.5 per hour
Overview Deliver a customer centric shopping experience by managing and delivering effective front‑end operations and expectations. Lead... ...Shipping Notice (ASN) activities as needed Assist with the onboarding of new Team Members Train, observe, and coach the customer...Full timePart timeLocal areaNight shiftEarly shift$127.5k - $192.53k
A leading payment solutions provider in Cincinnati is seeking a Director - Partner Experience Management. This strategic role involves overseeing partner service functions, optimizing processes, and ensuring high customer satisfaction. Ideal candidates will have over 10...- ...Summary The School-Based Clinical Manager & Community Partner Liaison is responsible for providing... ...with staff recruitment, interviewing, onboarding, training, and retention efforts.... ...community stakeholders to support student success and behavioral health outcomes....Full timeSummer workWork at officeLocal areaAfternoon shift
- A leading customer engagement platform in Cincinnati is seeking a Customer Success Manager to drive deep adoption and create expansion opportunities across diverse accounts. You will serve as the primary advisor for HR and People leaders, guiding them through their Cloverleaf...Flexible hours
$50k - $65k
...important work benefits our clients and partners as much as it does our people and... ...commits to a contract with a vendor sees success and continues to renew that business. This... ...Technology is seeking an Associate Customer Onboarding Manager to facilitate onboarding and software...Full timeContract workRemote workShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to RIA Onboarding & Partner Success Manager. Be the first to apply!
- marketing partner Cincinnati, OH
- family partner Cincinnati, OH
- partners healthcare Cincinnati, OH
- senior partner marketing manager Cincinnati, OH
- community partners Cincinnati, OH
- partner manager Cincinnati, OH
- partner sales Cincinnati, OH
- operating partner Cincinnati, OH
- success manager Cincinnati, OH
- customer success manager Cincinnati, OH




