Wealth Management: Client Relations & Ops Manager
The Well
A growing independent wealth management firm is searching for a Relationship Manager in Denver, Colorado. This role emphasizes excellent client service, attention to detail, and strong communication skills. Ideal candidates will have a calm demeanor and a genuine interest in fostering long-term client relationships. Responsibilities include managing client follow-through and processing financial transactions. The position offers competitive benefits, including medical insurance and a 401(k) plan, with a full-time employment type. #J-18808-Ljbffr
- ...Mercer Advisors Inc. is seeking a Relationship Manager I in the Client Service department. You will elevate service delivery, partner with Wealth Advisors, and ensure execution aligns with firm standards and values. The role emphasizes practice management, client retention...SuggestedFlexible hours
$85k
...0K) \n \n Who We Are: \n \n Our client is a well-funded, high-growth fintech company transforming the life insurance and wealth planning space through modern technology.... ...Our client is hiring a Customer Success Manager to own the advisor experience across its...SuggestedFull time$137.4k - $240.4k
...partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.At Northern Trust, our Wealth Strategist position is a key business... ...of our goals-driven approach to wealth management planning. With the support of our local team...SuggestedFull timeLocal areaFlexible hours$123.1k - $227k
...DescriptionThe Customer Success Manager (CSM) is a versatile expert... ...agents, managers, supervisors, and ops teamsTrack usage metrics (... ...opportunities.Form a clear plan for client engagements, communicate... ...Success, SaaS platform use, or related fields. Strong consulting...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours3 days per week$123.1k - $227k
...AI solutions and organizational change management. For companies on their Agentic Enterprise... ...Financial Services (Banking, Insurance, Wealth Management, Regulatory/Compliance... ...factors such as location, job level, job-related knowledge, skills, and experience. Certain...SuggestedFull timeWork experience placementRemote workShift work- ...relationships with Founders, C-level executives, and Talent/People Ops leaders. You'll also develop relationships with VC and PE firms... ...pipeline end to end, accurate forecasting, disciplined CRM management, and deal orchestration from first conversation to signed multi...Contract workWork experience placementRemote workFlexible hours
$123.1k - $186.3k
...ongoing basis. The Customer Success Manager (CSM) is a versatile expert... ..., managers, supervisors, and ops teams. Track usage metrics (... ...opportunities. Form a clear plan for client engagements, communicate... ..., Salesforce platform use, or related fields. Strong consulting...Work at officeFlexible hours3 days per week$102.85k - $121k
...next two decades. The largest transfer of wealth in human history. If you’re ready to be... ...our operations!As the Customer Experience Manager, Executive Office, you will lead a highly... ...Care management role.Bachelor's degree in a related field.Series 7, 63, and 24 Designated...Work at officeFlexible hoursShift work$103k - $225k
...partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.Job Summary:The Wealth Strategist / Client Development Sales... ...personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and...Full timeLocal areaFlexible hours- ...Nevis Customer Success Manager Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion... ...spend less time at their desk and more with their clients. You'll also be in charge of the feedback loop that...Remote job
$123.1k - $186.3k
...11/30/2026. Customer Success Manager (CSM) The Customer Success Manager... ..., managers, supervisors, and ops teams Track usage metrics (... ...opportunities. Form a clear plan for client engagements, communicate... ...Success, SaaS platform use, or related fields. Strong consulting...Work at officeLocal areaFlexible hours3 days per week- ...FMI Corporation is a leading consulting and investment banking firm serving companies in the built environment. The Engagement Manager, Operations Transformation will lead engagements to improve project management, controls, procurement, and field operations, partnering...
$120k - $160k
...build GTM strategies and execute Revenue Operations for our clients in B2B Tech, SaaS, and IT/cybersecurity. Are you a RevOps... ...range of activities including: CRM implementation and management, data analysis and ops, process mapping, solution architecting, aligning sales/marketing...Full timeTemporary workRemote workFlexible hours$110k - $148k
Ibotta is seeking a Client Partner to join our innovative Revenue team and contribute to... ...Purchase Rewarding. In this role, you’ll manage a growing book of emerging brand clients,... ...resumes and is not responsible for any fees related to unsolicited resumes. Please do not...Full timeLive inWork at officeRelocation packageFlexible hours$98.56k - $147.84k
Job Description SummaryWe're hiring a Customer Success Manager to own the post-sale health of an assigned portfolio of icobrain customers. You'll drive optimized clinical use of the tool, deliver strong year-over-year renewals, and grow utilization inside every account...Visa sponsorshipWork visaRelocation package$90k - $120k
As an Enterprise Customer Success Manager, you will proactively drive new product attachment and effective strong relationships across our largest and most strategic customers. You’ll advocate for the customer internally and focus on a positive customer experience. Interactions...Work at office$30 per hour
Job DescriptionInfosys is seeking a Client Partner for the Manufacturing vertical. The person... ...assigned account along with the Senior Managers to build the account plan and will be... ...national origin; pregnancy, childbirth, or related medical conditions; status as a protected...Full timeTemporary work$100k - $166k
...platform for Unified Customer Experience Management (Unified-CXM), empowering brands to... ...Organization focuses on four strong pillars of Client Experience, Operational Excellence,... ...including experience, qualifications, job-related knowledge and skills, and geographic location...Full timeContract workLocal areaImmediate startRemote workWorldwideFlexible hours$123.1k - $273k
...skilled expertise, and tools to stay agile.As a Customer Success Manager, Senior Manager (CSM, Senior Manager), you will serve as a... ...will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible...Full timeWork experience placementWork at officeFlexible hoursWeekend work3 days per week$170k - $200k
...software connects the insurance industry to power growth, increase efficiency, and reduce risk. This is not your typical Customer Success Manager role. This is a high visibility, high value-add opportunity with a ton of trust, responsibility, and autonomy built-in right away....Work at officeWork visaFlexible hours$275k - $300k
...human expertise.Job DescriptionBlend360 is looking for a senior Client Partner to own and grow a strategic, established account in the... ...Expertise10+ years of experience in client management or business development within data-driven marketing, analytics...Flexible hours$30 per hour
Job DescriptionInfosys is seeking a Manager of Client Services. The Manager-Client Services (MCS) is responsible for all client interfaces within... ...and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/...Relocation$190k - $215k
...motivated and skilled Senior Customer Success Manager with a strong background in customer... ...This role is pivotal in ensuring that our clients maximize the value of our solutions,... ...customer needs and influence roadmap priorities related to inference platforms and AI services....Full timeTemporary work$30 per hour
...DescriptionInfosys is seeking an accomplished Client Partner to lead our Healthcare vertical.... ...with Senior Client Partners and Group Managers, you will design and execute a robust... ...to address all people or infrastructure-related issues that may be affecting the delivery...Full timeTemporary work$77.5k - $124k
...Client Services Manager - West Coast This is a hybrid opportunity. Our EHS Client Services team is looking for a Client Services Manager... ...insurance, life insurance, employee assistance programs. Wealth: In addition to base pay, we offer 401(k) with company...Local areaImmediate start$200k - $250k
...collaboration across geographically distributed teams serving clients from all corners of the United States and globally. We seek... ...just respond to it. Additionally, the incumbent will continue to manage accounts and ongoing client relationships past the initial sale...Local areaImmediate startRemote workFlexible hours- ...and deeply supportive of one another, with a culture built on trust, ownership, and work-life balance. What you will do:The Client Relations Manager will specialize in exceptional client service, and who possesses honed relationship-building and selling skills. The role...Temporary workRemote work
$233k - $274k
...lead a team of 5 experienced Customer Success Managers who are assigned to Checkr’s largest and most complex clients. You will be responsible for delivering exceptional... ...in Customer Success, Account Management, or related roles, with a minimum of 6 years in a leadership...Work at officeLocal areaRemote workRelocation3 days per week$90k - $110k
...through paid advertising, content creation, and lead generation systems. We're growing quickly and are looking for a Client Success Manager who can help us deliver an exceptional client experience while driving retention, account growth, and long-term client success...Local areaRemote work$100k - $120k
...Customer Success Manager – Expansion (Remote) Switchboard Hiring is conducting interviews and managing the hiring process for this role on behalf of our client, a global company and established provider of AI‑powered financial automation software. This is not a traditional...Remote work
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