Senior Client Success Specialist

🔥 12 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🏆 Customer Success

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• Serve as client success manager for assigned Blueprint clients after onboarding • Maintain regular status calls, follow-ups, and planning conversations • Act as trusted point of contact for firm leadership, operations, and compliance stakeholders • Provide clients with visibility into status, next steps, and ownership • Track, coordinate, and close client and internal action items • Document next steps with owners and timelines • Follow up with internal teams, vendors, and partners to drive resolution • Escalate risks early to prevent slippage • Coordinate across Operations, Consulting/Onboarding, Technology, Compliance, Product, third-party vendors, and platform providers • Draft and deliver client-facing updates • Preserve institutional knowledge and client history • Support discussions involving RIA operations, broker-dealer policies, custodians, workflows, service scope, and platform capabilities • Identify relationship, delivery, and platform risks • Support escalations with accurate context, history, and documentation • Lead execution coordination across stakeholders and drive action-item ownership

🎯 Requirements

• 4-6+ years of experience in RIA operations or advisory firm leadership, client success or relationship management within wealthtech/fintech, or custodian, platform, or RIA consulting roles • Working knowledge of RIA operational workflows, including custody and account opening, trading and rebalancing, billing and reporting, and compliance and governance • Strong written and verbal communication skills • Ability to translate complex discussions into clear action items and status updates • Demonstrated ability to manage execution across multiple internal and external stakeholders • Experience operating within a broker-dealer and RIA hybrid model preferred • Familiarity with Orion, Broadridge/Albridge, Salesforce, and major custodians preferred • Prior experience supporting executive or founder-led advisory firms preferred • Bachelor's degree in Finance, Business, or a related field, or equivalent experience preferred • Remote U.S. role • Approximately 25-50% travel required for client onsite meetings, onboarding sessions, and strategic reviews • Standard business hours, with flexibility for client needs, travel, or escalations

🏖️ Benefits

• Inclusive health, dental, vision, and life insurance plans • Mental health benefits • 20+ days of paid time off (PTO) • Paid holidays • 2 paid wellness days • 401(k) savings plan with company contribution up to 5% • Access to a financial professional • Paid parental leave • Health Savings Account and Flexible Spending Account options • Employee Assistance Program (EAP) • LifeLock identity theft protection • Pet insurance • Paid caregiver leave • Other voluntary benefits • Remote work arrangement