Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com and www.fiducientadvisors.com.
The Client Success Manager is responsible for managing the delivery of our workplace financial wellness program across an assigned portfolio of plan sponsor clients. This role focuses on client onboarding, ongoing engagement, reporting, and operational execution, ensuring a consistent and high-quality client experience. Additionally, the Client Success Manager will provide support to the financial mentoring program as needed.
Responsibilities
Client Onboarding & Management
- Manage the daily onboarding and operational implementation of the financial wellness program for assigned clients
- Coordinate onboarding activities, including kickoff calls, platform setup, and launch readiness
- Ensure onboarding is delivered consistently and within established timelines
- Function as the key contact for plan sponsor clients, handling regular communication and support
Client Engagement & Reporting
- Conduct regular client check-ins (quarterly or semi-annual) to review program performance and engagement
- Prepare, track, and deliver client reporting, including participation and engagement metrics
- Support the development and implementation of client engagement strategies and initiatives
- Monitor client activity and proactively see opportunities to boost participation and outcomes
Client Retention & Relationship Growth
- Support client retention by maintaining a high standard of service and steady program delivery
- Monitor client engagement and happiness, identifying risks and addressing issues as they arise