Adviser Success Manager
Core
Partner with financial advisers to optimize their business operations, remove workflow friction, and implement goals-based investment solutions.
Role type
Senior IC adviser success manager (practice optimization)
Builds
Operational efficiency and strategic alignment for financial adviser practices
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
adviser onboarding, practice management workflow, goals-based investment implementation, data analysis, training delivery, behavioral coaching, Salesforce management, strategy execution
Preferred skills
Tableau, webinar facilitation
Technologies
Salesforce, Tableau, Zoom
Responsibilities
Oversee practice optimisation service delivery; manage adviser onboarding and ongoing service; prepare and present model/client comparison analysis; collect and analyse adviser pain points; remove operational barriers; provide training and behavioural coaching; build internal cross-functional relationships; maintain Salesforce activity records; execute strategy to reduce adviser workflow friction.
Seniority
Mid-senior, hands-on IC
