Customer Success Manager

Company Description

Privi is a wealth management group that specializes in helping affluent families in all aspects of preserving and growing their wealth.

This professional values relationships and thrives in providing first class communication and service. This team member does not have to be a trained financial advisor but is interested in working alongside a financial advisor in assisting high-net worth families in the execution of their financial objectives.

• Family onboarding and relationships
• Family communications and ongoing support
• Preparing quarterly reports and agendas
• Participate in quarterly client review meetings
• Assist in implementing initiatives based on new information
• Ultimately, be a fierce advocate for a client’s overall financial objectives

• Organized and efficient
• Engaging and friendly in conversations
• Loves to develop and follow a proven process
• Genuinely interested in the needs and goals of others
• Knows how to ask good questions
• Moderate understanding of investments and a desire to be a continual learner in this area
• Bonus: previously worked in financial planning, CPA firm, insurance agency

• Flexible hybrid of on-site and remote work
• 30-40 hours per week
• $50-$60k salary +bonus structure
• Above average pay with premium compensation for top talent
• Expanding team with opportunities to move up as we scale

• Entry level

• Full-time