# Customer Success Manager - Wealth Management

**Company:** [April](https://hotfix.jobs/companies/april)
**Location:** New York, NY
**Role:** Customer Success
**Salary:** $110k – $140k/yr
**Skills:** Partner Management, Business Development, Financial Services, wealth management, Account Management, Product Strategy, Stakeholder Management, Negotiation, Problem Solving, Cross-Functional Collaboration
**Posted:** 2026-08-13

> Manages strategic wealth management partnerships, overseeing onboarding, joint initiatives, deal execution, and retention. The role requires partner management or business development experience, strong communication and negotiation skills, and the ability to coordinate across product, engineering, and tax teams.

## Job Description

## Responsibilities
- Manage april’s most critical wealth management partnerships, focusing on joint initiatives and launching new offerings.
- Build a best-in-class partner management model.
- Leverage industry knowledge to develop partnership and product strategies.
- Navigate banks and issuers to execute deals and ensure proper execution.
- Coordinate with tax, product, and engineering stakeholders on client strategy creation and execution.
- Identify stakeholders who can champion april, educate them on its value proposition, and execute deals that address their needs.
- Apply industry experience to help internal teams develop a holistic account management strategy.

## Requirements
- Experience in partner management, business development, or a related role, ideally in financial services.
- Passion for product-centric environments and ability to work effectively across teams with multiple dependencies.
- Analytical thinking and problem-solving skills, with a focus on creating value for partners and end users.
- Strong communication and negotiation skills.
- Ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success.
- Proactive mindset and drive to see projects through to completion.

## Nice-to-Haves
- Exposure to the tax or accounting industry.
- Experience working with wealth management clients.

## Work Arrangement
- Hybrid role based out of the New York City headquarters, with at least three days per week onsite, Tuesday through Thursday.

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