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Hybrid Client Success Lead — Financial Wellness Programs

NFP, an Aon company

Fiducient Advisors, part of Wealthspire, seeks a Client Success Manager to oversee the delivery of workplace financial wellness for a portfolio of plan sponsor clients. You will lead onboarding, engagement, and reporting while ensuring high-quality client experiences and supporting financial mentoring as needed. The role requires 3–5 years in client success or related fields and proficiency with Microsoft Office and CRM/reporting tools. A hybrid work model and up to 15–25% travel are expected. #J-18808-Ljbffr NFP, an Aon company

Vacancy posted 1 day ago
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