Post-Sale WealthTech Relationship Manager
Davis Talent Search
Wealth management-focused firm in Scottsdale seeks a Financial Relationship Manager to steward post-sale relationships with RIAs and enterprise clients. You’ll guide adoption, coordinate trainings, and surface client needs to cross-functional teams, driving retention and growth. This is a fast-paced, operations-centered role with stakeholder exposure. Responsibilities include onboarding, success planning, and ensuring customers maximize platform value. #J-18808-Ljbffr
Vacancy posted 19 hours ago
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