Analysis Skills, Business Plan, Communication Skills, Customer Relations, Customer/Client Research, Data Analysis, Post-Sales, Risk Management, Sales Management, Sourcing Strategy, Team Player, Up-Selling
LOCATION
Milwaukee, WI
POSTED
1 day ago
The Client Success Manager oversees post-sales client relationships, focusing on product adoption, value realization, and risk mitigation to reduce churn and identify growth opportunities. They act as a liaison between clients and internal teams, analyze client data, develop success plans aligned with business goals, and build strong relationships for ongoing engagement. The role involves driving product adoption, providing strategic advice, sourcing upsell opportunities, and supporting renewal processes. Ideal candidates have 5-7 years of experience in wealth-related client success or account management, with strong communication, analytical, and collaborative skills, and industry knowledge. Benefits include a flexible, diverse work environment, professional development, and volunteer opportunities. This is a full-time hybrid role with no sponsorship available.
About the Company
F
Fidelity Investments
We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.
Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.