Job Description
Wealth Management / 130B AUM / Growth position
This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $165,000 - $220,000 per year
A bit about us:
We’re a growing financial services and technology firm helping independent financial advisors build thriving businesses and better serve their clients. We bring together technology, operational resources, and strategic support so advisory firms can grow with confidence. Our culture values ownership, curiosity, and people who embrace new challenges as the business evolves.
Why join us?
Serve as a strategic technology advisor to advisory firm owners and executive leadership.
Help partners connect their technology investments to meaningful business outcomes.
Influence platform improvements through direct collaboration with product and engineering leaders.
Share your expertise, mentor colleagues, and help shape an evolving Partner Success practice.
Join a business built around advisor independence, entrepreneurial thinking, and client-focused service.
Base + Bonus + 401(k)Company Match + paid Paternity Leave + HSA + FSA + Premium Health, Dental, and Vision insurance, Unlimited PTO
Job Details
You’ll own the technology relationship for a portfolio of independent wealth management firms, helping them get greater value from their platforms. This is a senior, consultative role that combines executive relationship management, technology guidance, training, and cross-functional collaboration—not simply reactive support.
What you’ll do:
Build trusted relationships with firm leaders, understanding their workflows, priorities, and growth objectives.
Lead quarterly and executive business reviews, translating platform usage, return on investment, and technology roadmaps into actionable recommendations.
Drive adoption across CRM, performance reporting, financial planning, and proprietary platforms.
Coordinate training, implementation support, platform configuration, and best-practice sharing.
Bring partner insights to product and engineering teams to help inform platform priorities.
Partner with vendors and internal teams to resolve issues, improve processes, and deliver coordinated solutions.
Informally mentor junior Partner Success Managers and share effective approaches to partner engagement.
What you’ll bring:
Approximately 7–10+ years of experience, preferably within fintech, wealth management, or financial services.
A background in relationship management, client success, product management, or technology consulting.
Experience managing high-value relationships and leading business reviews with senior executives.
Familiarity with wealth technology platforms such as Salesforce, Black Diamond, Addepar, eMoney, or MoneyGuide.
Willingness to travel to partner offices nationwide approximately 4–6 times per year.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $165,000 - $220,000 per year
A bit about us:
We’re a growing financial services and technology firm helping independent financial advisors build thriving businesses and better serve their clients. We bring together technology, operational resources, and strategic support so advisory firms can grow with confidence. Our culture values ownership, curiosity, and people who embrace new challenges as the business evolves.
Why join us?
Serve as a strategic technology advisor to advisory firm owners and executive leadership.
Help partners connect their technology investments to meaningful business outcomes.
Influence platform improvements through direct collaboration with product and engineering leaders.
Share your expertise, mentor colleagues, and help shape an evolving Partner Success practice.
Join a business built around advisor independence, entrepreneurial thinking, and client-focused service.
Base + Bonus + 401(k)Company Match + paid Paternity Leave + HSA + FSA + Premium Health, Dental, and Vision insurance, Unlimited PTO
Job Details
You’ll own the technology relationship for a portfolio of independent wealth management firms, helping them get greater value from their platforms. This is a senior, consultative role that combines executive relationship management, technology guidance, training, and cross-functional collaboration—not simply reactive support.
What you’ll do:
Build trusted relationships with firm leaders, understanding their workflows, priorities, and growth objectives.
Lead quarterly and executive business reviews, translating platform usage, return on investment, and technology roadmaps into actionable recommendations.
Drive adoption across CRM, performance reporting, financial planning, and proprietary platforms.
Coordinate training, implementation support, platform configuration, and best-practice sharing.
Bring partner insights to product and engineering teams to help inform platform priorities.
Partner with vendors and internal teams to resolve issues, improve processes, and deliver coordinated solutions.
Informally mentor junior Partner Success Managers and share effective approaches to partner engagement.
What you’ll bring:
Approximately 7–10+ years of experience, preferably within fintech, wealth management, or financial services.
A background in relationship management, client success, product management, or technology consulting.
Experience managing high-value relationships and leading business reviews with senior executives.
Familiarity with wealth technology platforms such as Salesforce, Black Diamond, Addepar, eMoney, or MoneyGuide.
Willingness to travel to partner offices nationwide approximately 4–6 times per year.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Numbers & Facts
| Location | Miami, FL |
| Industry | Staffing/Employment Agencies |
| Salary | $165,000–$220,000 Per Year |
| Company Size | 100 to 499 employees |
| Year Founded | 2018 |
| Website | http://www.jobot.com |
About Company
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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