Customer Success Manager

Job Summary Join Emigrant Bank's Personal Risk Management Solutions team as a Private Client Relationship Manager specializing in Property & Casualty insurance operations. Our boutique agency is dedicated to providing personalized insurance solutions tailored to individual client needs. Key Responsibilities: Evaluate and determine the optimal placement of new client accounts by analyzing existing coverage and leveraging product knowledge. Conduct flood determinations, clue reports, and motor vehicle reports to assess exposure levels, collaborating with sales executives and service teams to effectively market accounts. Serve as a trusted advisor to clients, offering personalized recommendations and overseeing the renewal process while responding to direct communications. Prepare comprehensive insurance proposals by reviewing client data, existing policies, and underwriting files, ensuring proposals are well-informed post-carrier negotiations. Negotiate with underwriters to develop innovative solutions that meet client needs, using strategic and creative thinking. Manage the claims reporting process, maintaining communication with clients throughout to ensure satisfaction with the outcomes. Assess home appraisals in relation to current policy coverages to identify discrepancies and communicate results effectively.

Brex offers an intelligent finance platform that helps companies manage expenses and grow across more than 200 markets. The platform combines global corporate cards, banking, and spend management tools, giving finance teams and founders real-time visibility and control over spending. Automation and responsive support help reduce manual work, so clients can focus on running their business. Companies such as DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek use Brex for their financial operations. The Go-To-Market team at Brex drives revenue by creating new opportunities, bringing in clients, and strengthening existing relationships. This group recognizes both team and individual achievements, fostering a culture that values performance and support. Role overview The Relationship Manager for Startups focuses on supporting and expanding relationships with startup clients. This position provides resources, guidance, and ongoing support to entrepreneurs and finance leaders. Success in this role relies on strong communication, interpersonal skills, a deep understanding of Brex products, and familiarity with the startup world. What you will do Offer tailored resources and guidance to startup clients Apply in-depth product knowledge to help clients achieve their goals Build and maintain strong connections with founders and finance leaders Act as a trusted advisor for clients navigating the startup ecosystem Work location and schedule This position is based in the New York City office. The team works on a hybrid schedule, with at least three coordinated in-office days each week: Monday, Wednesday, and Thursday. Employees may also work fully remotely for up to four weeks each year.

At January, we are dedicated to revolutionizing consumer finance by infusing humanity into every interaction. Our innovative, data-driven solutions empower financial institutions to enhance their collections processes, providing borrowers with clear, compassionate pathways to regain control over their financial futures. We are not just increasing access to credit; we are restoring dignity and affording millions the opportunity to achieve true financial independence.About the RoleAs the Senior Client Success Manager, you will play a pivotal role in transforming client relationships into a key competitive advantage for January. Your responsibility will extend beyond mere account retention; you will extract invaluable insights that will inform our product development and client service strategies. You will manage 5-7 strategic accounts that present significant potential along with operational challenges. Your goal is to establish scalable client management systems that maintain a personal touch, transition our approach from reactive to proactive, and create a framework that converts client feedback into actionable product decisions and market intelligence.Collaborating closely with Operations, Product, Compliance, and Sales teams, you will tackle complex issues swiftly, identify patterns that might go unnoticed, and uncover expansion opportunities before they are articulated by clients. You thrive on challenging conversations, master the art of precise communication—whether it's de-escalating issues or crafting replicable playbooks—and excel at prioritizing conflicting demands.What You'll DoServe as the primary relationship steward for strategic accounts, proactively anticipating client needs and fostering trust through transparency in both success and crisis.Detect patterns within your portfolio of accounts, functioning as an intelligence resource for Product and Account Management by translating frontline insights into product roadmap strategies and identifying growth opportunities.Lead monthly performance reviews that provide clients with new insights, advancing from mere reporting to diagnosing root causes and proposing data-driven solutions.Manage audit processes from start to finish with impeccable attention to deadlines, swiftly resolving complex issues with clarity.Transform individual client successes into standardized playbooks and collaborate with Client Operations to address systemic friction points.Document successful strategies and enhance team performance through knowledge sharing and scalable processes.What We're Looking ForA minimum of 4 years of experience in high-touch B2B client success, strategic account management, or consulting with enterprise clients: ...

Join dorsia as the Head of Client Success, where you will lead our efforts to enhance client satisfaction and drive success for our valued customers. You will be responsible for developing strategic initiatives, managing client relationships, and ensuring the delivery of exceptional service.

Join our dynamic Private Equity and M&A team as a Project Manager! At IMA Financial Group, we're committed to enhancing our growth strategy through the establishment of specialized practice areas tailored to the unique needs of our clients. In this role, you will spearhead the due diligence process from initial contact to deal closure, collaborating with various departments to ensure that our private equity investors and corporate clients receive exceptional service.Your responsibilities will include:Embodying and promoting IMA’s core values.Championing diversity, equity, and inclusion within the organization.Conducting thorough analyses of due diligence data, including reviewing and organizing relevant materials.Contributing to client presentations and fund stewardship reports with minimal supervision.Delivering consistently high-quality service to clients.Evaluating existing and historical insurance programs of target companies to assess coverage adequacy.Collaborating with specialists to analyze transaction-specific exposures and risks.Estimating pricing for transaction-specific and post-close coverages.Projecting the annual cost of risk associated with target companies' insurance programs.Working with client advantage partners to address insurance-related considerations post-transaction.

About MosaicMosaic is an innovative AI-powered deal modeling platform designed for the private equity sector, trusted by top-tier investors and advisors such as Warburg Pincus, CVC, New Mountain, and Evercore. Our platform streamlines and standardizes essential deal analyses—like LBOs and DCFs—allowing investment teams to accelerate processes, minimize spreadsheet risks, and allocate more time to strategic investment decisions.Combining deterministic, rules-based calculations with AI-enhanced automation, Mosaic delivers consistent, audit-ready outputs that private equity, private credit, and investment banking teams can rely on for billion-dollar transactions.At Mosaic, we are committed to creating the AI-driven operating system for the world’s most sophisticated investors and their advisors. As we expand rapidly, we are actively seeking talent across engineering, product development, customer enablement, and go-to-market teams.For those eager to be at the crossroads of high finance and cutting-edge technology, Mosaic presents a unique opportunity to influence the industry landscape for years to come.Discover more about our journey:BloombergFinancial TimesNY PostAbout the RoleAs a Go-To-Market Associate on the Private Equity team, you will play a pivotal role in driving Mosaic’s growth by establishing long-term relationships with both existing and prospective clients. You will guide them through product adoption and identify new opportunities to expand our reach within their firms.You will manage client engagements from initiation through to completion, including introductory calls, onboarding, training, and assisting elite private equity firms in automating their Investment Committee processes. Leveraging your expertise in private equity, you will serve as a trusted advisor, aligning Mosaic’s capabilities with practical workflows and integrating our platform with traditional Excel models used by some of the largest and most sophisticated firms in the industry.

Role Overview The City of New York is hiring a Head of Private Equity for its Asset Management team. This leader oversees private equity investments, shaping strategy and driving execution to support the city's financial objectives. What You Will Do Direct private equity investment activities, focusing on maximizing returns in line with organizational goals. Lead and mentor a team of investment professionals. Develop and implement investment strategies for the private equity asset class. Build and maintain relationships with stakeholders and investors. Navigate complex investment environments and make informed decisions. Location This position is based in New York City.

The Company You’ll JoinCarta connects founders, investors, and limited partners through innovative software tailored for stakeholders in venture capital, private equity, and private credit. Trusted by over 65,000 companies across more than 160 countries, Carta’s platform provides comprehensive software solutions that empower you to build, invest, and scale with confidence.Carta’s Fund Administration platform supports over 9,000 funds and SPVs, overseeing nearly $185 billion in assets under management. Our tools are designed to augment the strategic impact of fund CFOs. Recognized by leading publications such as Fortune, Forbes, and Great Places to Work, Carta is at the forefront of transforming private market infrastructure.We are on a mission to create an end-to-end ERP platform for private markets. Traditional ERP solutions often fall short for Private Funds, which necessitate a cohesive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software is redefining the landscape for the Office of the Fund CFO, establishing a new category of software that aligns private markets with public market standards—a connected ERP for private capital.For more insights into our offices and culture, visit our Carta careers page.The Problems You’ll SolveAt Carta, we empower our team members to unlock the potential of participation in private markets. We believe that the challenges we tackle today pave the way for tomorrow's opportunities. As a Business Development Manager, Private Equity Partners:You will play a pivotal role in expanding Carta’s market presence by strengthening existing partnerships and forging new connections within the private equity and credit sectors. You will serve as a key representative of Carta within the Private Funds ecosystem, driving deeper penetration of our offerings.Create advocates for Carta’s fund administration products—including fund formation, SPV formation, valuations, KYC/AML, and portfolio insights—by collaborating with partners who support mid-market and upmarket private funds.These partners encompass law firms, accounting firms, consultants, placement agents, compliance firms, industry groups, investment platforms, and wealth managers, among others.Collaborate across functions with Product, Delivery, Engineering, Implementations, Support, Sales, and Marketing teams to gather industry feedback and relay insights internally.

About the Role Eataly USA seeks a Senior Private Sales Manager for its New York City marketplace. This leadership position focuses on expanding private sales and delivering tailored service to clients. The Senior Private Sales Manager builds and maintains strong client relationships, aiming to provide memorable experiences and high satisfaction.

The Company You’ll JoinCarta connects founders, investors, and limited partners through innovative software tailored for the venture capital, private equity, and private credit sectors. With over 65,000 companies in more than 160 countries relying on our platform, we provide the essential tools needed to build, invest, and scale with confidence.Our Fund Administration platform supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. Designed to enhance the strategic impact of fund CFOs, our solutions have received accolades from Fortune, Forbes, Fast Company, Inc., and Great Places to Work, showcasing our commitment to reshaping private market infrastructure.Together, we are creating an end-to-end ERP platform tailored for private markets. Traditional ERP solutions often fall short for Private Funds, necessitating a comprehensive software solution that replaces outdated spreadsheets and disconnected service providers. Carta's software is revolutionizing private markets to mirror the efficiency of public markets, providing a unified ERP for private capital.For more about our culture and work environment, please visit our Carta careers page.The Team You’ll Work WithAs the Director of Sales for our Private Equity - Fund Administration team, you will spearhead the development and execution of strategic initiatives aimed at driving growth across our suite of Fund Administration solutions tailored for Private Equity, Private Credit, and Real Estate Funds. You will lead, mentor, and manage a high-performing team of sales professionals, guiding them in presenting our comprehensive product offerings, including Fund Administration, portfolio management, analytics, investor management, and more.In this leadership role, you will oversee a consultative sales process that highlights the advantages of our premier fund administration platform and services, customized to meet the evolving reporting needs of our clients. You will champion our technology to ensure it aligns with the requirements of both fund GPs/Admins and their investors/LPs. This position offers the unique opportunity to collaborate cross-functionally with product, marketing, and client success teams to drive product adoption and market expansion.The Problems You’ll SolveYour primary challenge will be to drive new business growth within our Private Equity Investors sales motion, focusing on month-over-month and year-over-year net new ARR growth.

About F2 AIF2 AI is an innovative AI platform designed specifically for private market investors. Our mission is to revolutionize the way institutional teams underwrite, conduct due diligence, and allocate capital. By transforming disorganized, unstructured deal materials into actionable, investment-grade insights within minutes, we empower private credit funds, commercial banks, and private equity firms to make quicker and more confident decisions. Supported by prominent investors like NFX and Y Combinator, we are expanding our exceptional product and engineering team to shape the future of vertical AI in finance.Role OverviewAs a Business Development Representative (BDR), you will be at the forefront of F2 AI's market strategy, dedicated to generating a robust pipeline within commercial banks. Your responsibilities will include identifying, engaging, and qualifying potential customers, laying the groundwork for successful enterprise sales cycles.You will collaborate closely with our sales, marketing, and leadership teams to enhance our outbound strategy and messaging, helping to establish F2 AI's presence in large, regulated financial institutions. This position is perfect for a motivated, inquisitive seller early in their career who seeks extensive exposure to enterprise sales, AI technology, and the commercial banking sector.Your ResponsibilitiesAs a BDR at F2 AI, your primary objective will be to drive pipeline creation. You will play a vital role in identifying and qualifying leads, spearheading outreach campaigns, and supporting our overall sales efforts.Manage inbound leads: Quickly respond to and qualify incoming inquiries from General Partners, lenders, and private market deal teams.Implement outbound campaigns: Collaborate with Mid-Market and Enterprise Account Executives to create and execute outbound outreach targeting high-value accounts.Schedule impactful meetings: Your effectiveness will be evaluated based on the number of qualified meetings arranged and pipeline generated.Assist in creating sales collateral: Work with Account Executives and Marketing to refine messaging, customize outreach, and develop presentations and one-pagers.Maintain CRM accuracy: Ensure our pipeline is consistently accurate and updated in HubSpot/Salesforce.Deepen product knowledge: Gain comprehensive understanding of private market workflows and F2 AI's unique offerings to enhance your credibility with clients.

Join our dynamic team as a Client Service Manager, where you will play a pivotal role in overseeing daily operations, ensuring adherence to internal protocols, and enhancing team productivity in a thriving wealth management environment. This position entails meticulous transaction management, workflow oversight, and the promotion of a collaborative and accountable team ethos.Key Responsibilities:Facilitate the input and review of financial transactions using Wealthscape and Charles Schwab tools.Oversee daily operational tasks, including the preparation and validation of account opening documentation and ongoing account management.Demonstrate proficiency in establishing Taxable, Retirement, Trust, and Business accounts within Fidelity and Charles Schwab to assist in transaction evaluations.Act as a key liaison between Wealth Teams and custodians, proactively engaging with custodians to resolve issues and ensure precise processing of requests.Delegate responsibilities and support team members to ensure efficient workflow execution.Cultivate a culture of accountability, teamwork, and continuous enhancement within the department.Manage quarterly initiatives, maintain team performance tracking spreadsheets, and supervise the completion of daily tasks by team members.Qualifications:Education: Bachelor’s degree in Business Administration, Operations Management, or a related discipline.Experience: 5-7 years in financial business operations, preferably in a high-growth, fast-paced environment.Skills:Proficiency in Salesforce.Experience with Fidelity (Wealthscape) and Charles Schwab platforms.Strong analytical and problem-solving skills.Excellent project management abilities, with a track record of leading cross-functional teams.Exceptional communication and interpersonal skills to collaborate effectively across all organizational levels.Advanced proficiency in Excel.

HHAeXchange stands at the forefront of technology in home and community-based care, established in 2008 to develop an all-encompassing end-to-end homecare solution. Our mission is to empower individuals who are aging or living with disabilities, enabling them to flourish in their homes and communities. We are driven by a passion for revolutionizing the healthcare sector, creating a unique ecosystem that seamlessly connects patients, personal care providers, managed care organizations, and state agencies.As an Account Manager at HHAeXchange, you will play a pivotal role in driving growth by nurturing relationships with our existing clients and introducing innovative products and solutions. Your responsibilities will include identifying upselling opportunities, educating agency leaders about our value proposition, and ensuring that our clients derive maximum benefit from their partnership with us. We are looking for dynamic, results-oriented professionals who excel in building trust, recognizing client needs, and fostering revenue growth through long-term client success.This position requires a hybrid work schedule, with three days per week at our New York City headquarters (8:30 AM – 5:30 PM).To succeed in this role, candidates must be able to perform all essential job duties to a satisfactory standard, with or without reasonable accommodations. We are committed to enabling individuals with disabilities to fulfill their essential functions.

About UsAddepar is a leading global data and AI platform designed to empower investment professionals in transforming intricate financial data into actionable insights. Our platform consolidates portfolio, market, and client information into a comprehensive view, delivering AI-driven insights seamlessly integrated into investment and client workflows. Trusted by over 1,400 firms across nearly 60 countries, Addepar manages an impressive $9 trillion in assets. Our open platform collaborates with nearly 650 software, data, and consulting partners, enabling efficient investment operations for organizations of every size and complexity. With offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo, we are dedicated to supporting our clients worldwide.The OpportunityThe Client Success Management (CSM) team at Addepar is responsible for the entire post-sales journey, ensuring that our clients derive maximum value from our platform. As a trusted advisor, you will develop a profound understanding of each client's business—encompassing their strategy, services, team dynamics, and technology—to assist them in achieving their objectives and fully utilizing Addepar's solutions.As a member of the CESM Enterprise Team, you will manage our largest and most complex clients, including global banks, private institutions, regional banks, wirehouses, and broker-dealers. Your role will involve providing strategic insights, nurturing strong partnerships, and spearheading engagement initiatives to drive client adoption, retention, renewals, and revenue growth, thus playing a crucial role in Addepar's expansion.In this position, you will leverage your sales acumen and technical expertise to conduct impactful client presentations and demonstrations, effectively communicating Addepar's value proposition while aligning our capabilities with client needs and business goals. Collaborating across various departments, you will identify opportunities to enhance engagement, accelerate adoption, and create and implement data-driven strategies to foster new annual recurring revenue for Addepar.Furthermore, you will facilitate change management, implement best practices, and optimize the use of our platform. Acting as an advocate for our clients, you will ensure an exceptional experience while gathering insights that will inform the development of the next generation of client-focused solutions at Addepar.

WHO WE ARE Zeta Global (NYSE: ZETA) is an innovative AI-Powered Marketing Cloud that harnesses advanced artificial intelligence (AI) and vast consumer insights to empower marketers in acquiring, retaining, and expanding customer relationships efficiently. Our Zeta Marketing Platform (ZMP) aims to simplify sophisticated marketing through the unification of identity, intelligence, and omnichannel activation, leveraging one of the industry’s largest proprietary databases and AI capabilities. We enable our enterprise clients across various industries to personalize consumer experiences at an individual level, enhancing the effectiveness of their marketing initiatives. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with offices around the globe. To learn more, visit www.zetaglobal.com. THE ROLE The Senior Client Success Manager – Programmatic is a dynamic, client-facing position responsible for overseeing the comprehensive success of a portfolio of strategic programmatic accounts. In this role, you will act as the primary client liaison, operational expert, and strategic ally, managing live campaigns, directing client communications, and driving performance, retention, and growth. This position demands robust programmatic expertise, sound judgment, and the capability to work autonomously while fostering close collaboration with Sales, Analytics, and Operations teams. This is a hybrid position based in New York City (3 days/week). RESPONSIBILITIES Oversee and manage 10+ active programmatic campaigns end-to-end across multiple accounts. Lead all client communications, including status calls, quarterly business reviews (QBRs), and escalations, providing clear insights and recommendations linked to business outcomes. Act as the technical owner of campaign execution, collaborating closely with Operations to ensure proper setup, effective optimization, and alignment with strategic goals (targeting, pacing, QA, troubleshooting). Leverage a deep understanding of DSP functionality and optimization levers to guide setup decisions, troubleshoot issues, and drive performance enhancements. Generate client-ready reporting and performance insights in conjunction with Analytics. Proactively identify and facilitate upsell, cross-sell, and renewal opportunities in partnership with Sales. Collaborate cross-functionally to address issues, drive improvements, and enhance client satisfaction.

ABOUT US Zeta Global (NYSE: ZETA) is a cutting-edge AI-Driven Marketing Cloud that harnesses the power of advanced artificial intelligence (AI) and massive consumer data to streamline the marketing process, enabling marketers to efficiently acquire, nurture, and retain customers. Our Zeta Marketing Platform (ZMP) is designed to simplify complex marketing tasks by integrating identity, intelligence, and omnichannel activation into a unified solution, bolstered by one of the industry's largest proprietary databases and AI capabilities. Our diverse enterprise clients are empowered to create highly personalized experiences, leading to enhanced marketing outcomes. Founded in 2007 by David A. Steinberg and John Sculley, our headquarters is located in New York City, with a global presence. Discover more at www.zetaglobal.com. POSITION OVERVIEW The Senior Client Success Manager - Programmatic is a pivotal, client-facing role responsible for ensuring the comprehensive success of a portfolio of strategic programmatic accounts. You will act as the primary point of contact for clients, demonstrating operational expertise and strategic insight while managing live campaigns, overseeing client communications, and driving performance, retention, and growth. Success in this role requires a strong background in programmatic advertising, sound judgment, and the ability to work independently while collaborating effectively with the Sales, Analytics, and Operations teams. This is a hybrid role based in New York City, requiring three days per week in the office. KEY RESPONSIBILITIES Oversee and manage more than 10 active programmatic campaigns from inception to completion across various accounts. Lead all client communications, including status updates, quarterly business reviews (QBRs), and escalations, delivering clear insights and recommendations aligned with business objectives. Act as the technical lead for campaign execution, closely collaborating with the Operations team to ensure campaigns are set up accurately, optimized effectively, and aligned with strategic goals (including targeting, pacing, quality assurance, and troubleshooting). Utilize an in-depth understanding of Demand-Side Platform (DSP) functionalities and optimization strategies to guide campaign setup, troubleshoot issues, and enhance performance. Provide client-ready reporting and performance analytics in partnership with the Analytics team. Identify and nurture opportunities for upselling, cross-selling, and contract renewals in conjunction with the Sales team. Collaborate across departments to resolve issues and bolster campaign performance.

Join David Energy as a Customer Success Manager and play a pivotal role in enhancing customer satisfaction and loyalty. Your primary responsibility will be to ensure our clients achieve their desired outcomes while using our services. You will be the bridge between our customers and our internal teams, advocating for their needs and driving improvements.Key responsibilities include onboarding new clients, providing product training, and analyzing customer feedback to enhance service quality. You will also develop long-term relationships with clients, ensuring they are engaged and satisfied with our solutions.

Join Our Dynamic Team at ArchArch is a cutting-edge Series B financial technology company dedicated to streamlining the management of private investments. Our platform enhances accessibility, comprehension, and the overall investing experience across various asset classes.With private investments—such as venture capital, hedge funds, and private equity—constituting approximately 25% of the investment landscape, we recognize the challenges faced by investors, advisors, banks, families, and fund managers who often rely on cumbersome spreadsheets, scattered file systems, and overflowing email inboxes. This process is not only tedious but also prone to errors, inconsistent reporting, and lost data. That’s where Arch comes in.Our platform consolidates standardized data, documents, and insights, eliminating the need to navigate countless portals. We are committed to saving investors time while empowering them to make informed decisions that lead to superior financial outcomes.As a rapidly growing team of over 200 professionals serving more than 400 clients—including some of the nation’s largest banks and financial institutions—we have consistently doubled our company size each year since our inception. We are excited to expand our team across all departments as we continue to scale.Position Overview: Manager, Client ImplementationsWe are seeking a talented Manager to lead our Client Implementation team. In this role, you will be responsible for building a high-performing team and overseeing enterprise-level implementations. Your responsibilities will include managing high-visibility projects, developing talent through clear objectives and coaching, and ensuring cross-functional collaboration to achieve measurable client outcomes.Key Responsibilities:Lead and mentor a team of Client Implementation Specialists and Operations Associates, establishing clear goals and fostering a collaborative, results-driven culture.Oversee the implementation of Arch for large enterprise clients, ensuring that deployments are customized to meet client objectives in coordination with internal and external teams.Collaborate closely with Sales, Product, and Support teams to align client requirements with product capabilities and project deliverables, ensuring seamless execution and project success.Champion continuous improvement initiatives by identifying opportunities for automation, process optimization, and best practices that enhance efficiency and client satisfaction.Create and manage project plans that translate client needs and timelines into clear milestones, ensuring timely and high-quality delivery.

Mariner Wealth Advisors is seeking a Client Service Manager to lead daily operations for a wealth management team in New York City. This role centers on transaction processing, workflow oversight, and fostering a collaborative team culture. A detail-oriented and proactive approach is essential for both client service and internal processes. What you will do Process and verify money movement transactions using Wealthscape and Charles Schwab platforms. Oversee daily operations, including preparing and reviewing documents for account opening and maintenance. Use expertise in opening Taxable, Retirement, Trust, and Business accounts on Fidelity and Charles Schwab to evaluate requests efficiently. Act as the primary contact between Wealth Teams and custodians, engaging daily with custodians to resolve issues and ensure accurate processing. Delegate tasks and support team members to maintain smooth workflows. Promote accountability, collaboration, and continuous improvement within the team. Manage quarterly projects, update internal tracking spreadsheets, and oversee completion of daily team tasks. Requirements Bachelor’s degree in Business Administration, Operations Management, or a related field. 5-7 years of experience in financial business operations, preferably in a growth-focused environment. Key skills Familiarity with Salesforce. Hands-on experience with Fidelity (Wealthscape) and Charles Schwab platforms. Strong analytical and problem-solving skills. Project management experience, including managing cross-functional teams. Excellent communication and interpersonal skills for effective collaboration. Proficiency in Excel.