Advisor Support Manager

Onsite Los Angeles, CA

customer success

greenhouse

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Job description

You will manage day-to-day service relationships with key RIA firms in Los Angeles. This role involves building strong advisor relationships and ensuring a positive advisor experience.

Details

Los Angeles, CA, in-office role
Experience in customer success or related field required

The work

Serve as the central partner for ongoing support and operational needs for assigned RIA firms
Develop a deep understanding of each firm's business and guide them in leveraging Altruist
Own the advisor experience by managing complex issues across multiple teams
Communicate clearly and confidently with advisors and internal teams