Wealth Customer Success Manager

Feathery automates data intake workflows for insurance companies. Industry leaders rely on Feathery to power mission-critical workflows like underwriting, client onboarding, policy servicing, and automated account openings.

With rapid revenue growth and expanding enterprise demand, we’re scaling our customer success function to support increasingly complex implementations across the insurance ecosystem.

Feathery is rapidly expanding in the wealth management sector. We support RIAs, broker-dealers, custodians, and fintech platforms in modernizing their client onboarding, advisor transitions, and operational workflows.

As we grow, we are looking for a Client Success Manager (CSM) to partner closely with our wealth management clients to ensure successful platform adoption, seamless integrations, and long-term client satisfaction.

You will collaborate directly with advisory firms to help them transform and optimize key operational workflows, including:

• Client onboarding and account opening

• Advisor transitions and repapering

• CRM data mapping and client data management

• Compliance and operational processes

• Client servicing workflows

As CSM, you will serve as the primary partner for new and existing Feathery clients throughout their implementation and ongoing platform usage. You will guide firms through onboarding, oversee integration with their technology stack, and ensure each client launches successfully and continues to achieve measurable operational improvements.

This role sits at the intersection of client success, implementation, and operational consulting. You will collaborate closely with Feathery’s product, engineering, and technical teams to ensure client workflows are intelligently designed, integrated, and optimized.

Your success will be measured by client satisfaction, successful integrations, platform adoption, and long-term client retention.

• 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 and repapering

  • Compliance and regulatory data collection

  • Client servicing and operational requests

• Identify opportunities to eliminate manual processes and improve operational efficiency

• Partner with clients to structure and standardize client data within Feathery

• Assist with CRM field mapping and data architecture across platforms

• Ensure data is captured and organized to support scalable workflows

• Coordinate with Feathery’s technical team to support integration and data synchronization

• Collaborate with engineering, product, and technical teams to support client integrations

• Translate client operational needs into clear technical requirements

• Provide client feedback to product teams to help shape future platform enhancements

• Train client operations and advisor teams on how to effectively use Feathery

• Deliver onboarding sessions, workflow walkthroughs, and best practice guidance

• Help clients maximize automation and operational efficiency

• Document client workflows, implementation processes, and integration requirements

• Contribute to Feathery’s growing library of implementation playbooks and best practices

• Help refine scalable implementation and Client success processes as the company grows

• 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

• Experience working with workflow automation, integrations, APIs, or data platforms

• Experience supporting regulated industries and compliance-heavy environments

• Experience helping build or scale a Customer Success function from scratch

• Background in high-growth B2B SaaS companies

• 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

   

If you’re excited about helping wealth management organizations modernize critical workflows — and want to build the foundation of customer success in a fast-growing startup — we’d love to meet you.

Feathery is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other legally protected characteristic. We’re committed to building an inclusive team and provide reasonable accommodations upon request.