Advisor Support Manager

Onsite Dallas, TX

customer success

greenhouse

Match & cover letter

Create a profile to see your match and get a cover letter for this role.

Create profile and match

Job description

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

Details

Dallas, TX, in-office role
Experience in customer success or related field

The work

Serve as the central partner for ongoing support and operational needs of strategic RIA firms
Develop a deep understanding of each firm's business and guide them in leveraging Altruist
Create clarity around complex issues and align partners across various teams
Communicate clearly and confidently across different channels