Fiducient Advisors, part of Wealthspire, is seeking a Client Success Manager to manage the delivery of our workplace financial wellness program for plan sponsor clients. You will lead onboarding, ongoing engagement, reporting, and operational execution to ensure a top-tier client experience.
In this role, you will support financial mentoring initiatives, collaborate with cross-functional teams, and travel up to 15–25% as needed.
#J-18808-LjbffrClient Success Manager – Financial Wellness Programs in potomac at Unknown Company
This position is listed as full time and onsite.