What are the responsibilities and job description for the Customer Success Advisor position at Coda Search│Staffing?
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:
- Own Advisor Onboarding & Engagement
- Drive Platform Adoption
- Serve as a Strategic Partner
- Facilitate Product & Service Enhancements
What We’re Looking For:
- Previous experience in advisor success, relationship management, or customer success within a financial institution, RIA, or wealth tech company.
- Excellent verbal and written communication skills, with the ability to work cross-functionally.
- Strong understanding of the wealth management industry, RIA business models, and technology platforms.
Requirements:
- 2 years of experience in advisor success, customer success, or relationship management within wealth management, RIA firms, or fintech.
- Bachelor's degree.
- Willingness to travel 3-5 times per year to meet with advisory firms.
- Must work in-person 5 days a week at Zoe’s Midtown Manhattan office, alongside the leadership team
Salary : $80,000 - $100,000
