Financial Relationship Manager - Client Success & Adoption

A leading wealth management technology firm based in Scottsdale, AZ is looking for a Financial Relationship Manager to support clients post-sale. This role focuses on client advocacy, ensuring successful platform use and satisfaction. The ideal candidate has 3-5 years of experience in fintech or wealth management, excels in relationship management, and is proficient in Microsoft Office. A strong commitment to client success and problem-solving skills are essential. This role is 100% onsite with benefits including medical, dental, vision, and a 401k plan. #J-18808-Ljbffr