Senior Client Success Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the client success manager for designated Blueprint clients following the onboarding process.

• Conduct regular status calls, follow-ups, and planning discussions.

• Serve as a trusted contact for firm leadership, operations, and compliance stakeholders.

• Offer clients visibility into project status, next steps, and responsible parties.

• Monitor, coordinate, and resolve client and internal action items.

• Record next steps along with assigned owners and deadlines.

• Liaise with internal teams, vendors, and partners to ensure timely resolutions.

• Proactively escalate risks to prevent delays.

• Collaborate across Operations, Consulting/Onboarding, Technology, Compliance, Product, third-party vendors, and platform providers.

• Prepare and present client-facing updates.

• Maintain institutional knowledge and document client histories.

• Facilitate discussions related to RIA operations, broker-dealer policies, custodians, workflows, service scope, and platform capabilities.

• Recognize relationship, delivery, and platform risks.

• Assist with escalations by providing accurate context, history, and documentation.

• Lead the coordination of execution across stakeholders and promote ownership of action items.

⛳️ Requirements

• 4-6+ years of experience in RIA operations or advisory firm leadership, client success, or relationship management within wealthtech/fintech, or roles in custodian, platform, or RIA consulting.

• Proficient understanding of RIA operational workflows, including custody and account opening, trading and rebalancing, billing and reporting, and compliance and governance.

• Excellent written and verbal communication abilities.

• Capability to distill complex discussions into clear action items and status reports.

• Proven track record of managing execution across various internal and external stakeholders.

• Experience in a broker-dealer and RIA hybrid model is preferred.

• Familiarity with Orion, Broadridge/Albridge, Salesforce, and major custodians is advantageous.

• Previous experience supporting executive or founder-led advisory firms is preferred.

• A bachelor's degree in Finance, Business, or a related field, or equivalent practical experience is preferred.

• This is a remote role based in the U.S.

• Approximately 25-50% travel required for client onsite meetings, onboarding sessions, and strategic reviews.

• Standard business hours with flexibility to accommodate client needs, travel, or escalations.

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans.

• Mental health support.

• Over 20 days of paid time off (PTO).

• Paid holidays.

• 2 paid wellness days.

• 401(k) savings plan with company contribution up to 5%.

• Access to a financial professional.

• Paid parental leave.

• Options for Health Savings Account and Flexible Spending Account.

• Employee Assistance Program (EAP).

• LifeLock identity theft protection.

• Pet insurance.

• Paid caregiver leave.

• Additional voluntary benefits.

• Flexible remote work arrangement.