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For Companies At a Glance
- Tasks: Manage onboarding and support for financial advisory firms, ensuring smooth transitions and ongoing engagement.
- Company: Join a rapidly expanding fintech company revolutionizing client engagement for financial advisors.
- Benefits: Enjoy remote work flexibility, collaborative culture, and opportunities for skill development.
- Why this job: Make a real impact in the fintech space while helping advisors succeed with innovative solutions.
- Qualifications: Strong understanding of financial advisors, client-facing skills, and adaptability in a fast-paced environment.
- Other info: Ideal for proactive problem-solvers eager to grow in a dynamic industry.
The predicted salary is between 36000 - 60000 £ per year.
Adviser Success Manager – rapidly expanding fintech company
Our client is a rapidly expanding fintech company transforming the way financial advisors engage with their clients. Their innovative MPS platform and financial planning solutions empower advisors to deliver exceptional client experiences, enhance engagement, and drive business growth. As they continue their growth trajectory, they are looking for two client-focused Adviser Success Managers to join their Adviser Success Team. This team is dedicated to delivering outstanding onboarding and ongoing client support to ensure advisors maximize the value of our platform.
As an Adviser Success Manager, you will play a crucial role in delivering an exceptional experience for financial advisers joining their platform. You will be responsible for ensuring seamless onboarding, helping firms efficiently transition their assets, and providing continuous engagement and support. You will work closely with Business Development Managers (BDMs), investment analysts, and developers to enhance client outcomes and ensure long-term success.
This role is perfect for someone with a strong understanding of financial advisers and their needs, familiarity with cash flow tools, platforms, and NPS, and a flexible, adaptable mindset that thrives in a dynamic, fast-growing environment.
Key Responsibilities
- Manage the onboarding process for new financial advisory firms, ensuring a smooth and efficient transition.
- Guide new clients through asset transfer processes to ensure timely execution.
- Act as the primary point of contact for new clients, addressing queries and providing training on platform features.
- Regularly engage with existing advisory firms to ensure they maximize the value of our platform.
- Provide ongoing education, best practices, and insights to drive adoption and satisfaction.
- Monitor key performance indicators (KPIs) for assigned clients to ensure they are on track with their goals.
- Work closely with regional BDMs to support regional events and client engagement activities.
- Assist BDMs in the latter stages of discussions with prospective clients by providing product demonstrations and insights.
- Collaborate with internal teams, including investment analysts and developers, to provide client feedback and contribute to platform enhancements.
About You
We are keen to speak with individuals who:
- Have a solid understanding of financial advisers and their role in wealth management.
- Possess strong client-facing skills, with the ability to build relationships and drive engagement.
- Are proactive problem-solvers with a passion for helping financial advisors succeed.
- Have a flexible, adaptable mindset and the ability to apply their skills to a rapidly evolving business.
- Are highly organized and able to manage multiple clients effectively.
- Are willing to learn and grow in a fast-paced fintech environment.
Preferred Experience & Skills
- Experience working with or supporting financial advisors, investment platforms, or wealth management firms.
- Familiarity with financial technology and digital financial planning tools.
- Strong communication and presentation skills to effectively train and engage clients.
- Ability to interpret data and KPIs to monitor client performance and success.
- Experience working in client success, onboarding, relationship management, or business development roles.
Why Apply?
- Be part of a fast-growing fintech company shaping the future of financial advice.
- Work with cutting-edge technology and a highly collaborative team.
- Make a real difference by helping financial advisors succeed.
- Opportunities to expand your skill set and grow within the company.
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Adviser Success Manager - rapidly expanding fintech company | London, UK | Remote employer: Woods Foster
Contact Detail:
Woods Foster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Success Manager - rapidly expanding fintech company | London, UK | Remote
✨Tip Number 1
Familiarize yourself with the specific needs and challenges faced by financial advisors. Understanding their pain points will help you tailor your approach during interviews and demonstrate how you can add value to their experience.
✨Tip Number 2
Network with professionals in the fintech and wealth management sectors. Attend relevant webinars, workshops, or local meetups to connect with potential colleagues and gain insights into the industry trends that could benefit your application.
✨Tip Number 3
Prepare to discuss your experience with onboarding processes and client engagement strategies. Be ready to share specific examples of how you've successfully supported clients in the past, as this will showcase your suitability for the Adviser Success Manager role.
✨Tip Number 4
Stay updated on the latest financial technology tools and platforms. Being knowledgeable about current trends and innovations will not only impress during interviews but also show your commitment to helping financial advisors succeed in a rapidly evolving environment.
We think you need these skills to ace Adviser Success Manager - rapidly expanding fintech company | London, UK | Remote
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Adviser Success Manager. Highlight your experience with onboarding processes and client engagement in your application.
Tailor Your CV: Customize your CV to reflect your relevant experience in financial advisory support, client success, and any familiarity with fintech tools. Use keywords from the job description to align your skills with what the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping financial advisors succeed. Mention specific examples of how you've driven client engagement or improved onboarding processes in previous roles.
Showcase Your Communication Skills: Since strong communication is key for this role, ensure your application is clear and concise. Use professional language and structure your documents well to demonstrate your ability to communicate effectively.
How to prepare for a job interview at Woods Foster
✨Understand the Role of Financial Advisors
Make sure you have a solid grasp of what financial advisors do and their needs. This will help you demonstrate your understanding during the interview and show how you can support them effectively.
✨Showcase Your Client-Facing Skills
Prepare examples from your past experiences where you've successfully built relationships with clients. Highlight your ability to engage and communicate effectively, as this is crucial for the Adviser Success Manager role.
✨Be Ready to Discuss Onboarding Processes
Since managing the onboarding process is a key responsibility, be prepared to discuss your approach to ensuring a smooth transition for new clients. Share any relevant experiences that showcase your organizational skills and attention to detail.
✨Demonstrate Your Problem-Solving Abilities
Think of specific instances where you've proactively solved problems for clients or improved processes. This will illustrate your adaptability and commitment to helping financial advisors succeed in a fast-paced environment.
