Timeline is a fintech company delivering Platform, MPS and financial planning solutions, with a remote-first culture and a London-office travel component. You will own onboarding for new client firms, coordinating with BDMs, Investment Analysts and developers to ensure assets transfer readiness and strong adoption of our services.
You will engage with existing firms to maximise outcomes, monitor KPIs, and collaborate with Adviser Success/Technical teams to meet adviser needs.
Adviser Success Manager - NW (Remote-First) employer: Timelineapp Tech Limited
At Timelineapp Tech Limited, we pride ourselves on being an excellent employer that fosters a dynamic and inclusive work culture. Our hybrid working arrangements provide flexibility, while our commitment to employee growth ensures that you will have ample opportunities for professional development and career advancement in the rapidly evolving fintech sector. Join us to be part of a forward-thinking team that values innovation and collaboration, all within a supportive environment.
