Wealth Customer Success Manager

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🔥 1 hour ago

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Feathery

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

🤖 Artificial Intelligence

💳 Fintech

🛡️ Insurance

🔥 Funding within the last year

💰 Series unknown on 2025-11

Artificial Intelligence • Fintech • Insurance

Feathery is an AI-first workflow and document automation platform for regulated financial services. It provides a visual form and workflow builder, document templates and e-signatures, document and meeting/audio intelligence for high-accuracy data extraction, collaborative workflows and a white-label editor. Feathery’s AI assistant (Robin) generates and deploys workflows from plain-language prompts, runs decisioning and surfaces insights, and connects to 150+ industry integrations. The product is purpose-built for wealth management, insurance carriers, and brokers to automate onboarding, underwriting/submission intake, proposal and policy generation, claims processing, and other regulated workflows while meeting SOC 2 and HIPAA compliance requirements.

📋 Description

• Participate in the end-to-end onboarding and implementation process for new Feathery clients • Ensure successful integration of Feathery with client systems including CRMs, custodians, and operational platforms • Manage project timelines, integration milestones, and launch readiness • Serve as the primary point of contact during implementation and early platform adoption • Ensure clients launch successfully and are positioned for long-term success • Function as a trusted advisor to wealth management firms using Feathery • Maintain ongoing relationships with key client stakeholders including operations, technology, and leadership teams • Monitor client engagement and platform usage to ensure adoption and satisfaction • Proactively identify opportunities to improve client workflows and expand platform usage • Partner with clients to help them achieve measurable operational improvements • Work with clients to design and implement efficient workflows for client onboarding, account opening, advisor transitions, compliance, and client servicing • Identify opportunities to eliminate manual processes and improve operational efficiency • Document client workflows, implementation processes, and integration requirements

🎯 Requirements

• Experience working with RIAs, broker-dealers, custodians, or wealth management technology platforms • Strong understanding of advisor operations, onboarding, and account opening workflows • Experience in Customer Success, Implementation, Solutions, or Account Management in B2B SaaS • Ability to translate operational workflows into technical solutions • Effective communication and relationship management skills • Comfortable working cross-functionally with product and engineering teams

🏖️ Benefits

• Competitive compensation and equity • HRA health plan • Unlimited PTO • Retirement: 401(k) plan • A supportive, low-ego team that values ownership and growth • Company offsites to connect and recharge