A leading wealth platform that helps individuals grow and protect their wealth through innovative technology and exceptional client service. One of Fast Company’s 2022 Most Innovative Companies and NerdWallet’s Best Online Financial Advisor in 2022, 2023, and 2024, redefining the future of wealth management.
About the Role
We are looking for a dynamic and strategic Advisor Success Manager to join our Wealth Platform B2B team. This role is critical in managing and expanding relationships with our Registered Investment Advisor (RIA) partners, ensuring their success on the platform, and driving platform adoption.
What You’ll Do:
What We’re Looking For:
Requirements:
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