About this opportunity
Aon lists this Client Success Manager opportunity in potomac, Maryland. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Posting Description
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.
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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
Find opportunities to improve and expand the client relationship through increased program utilization and engagement
Partner with clients to evolve their program based on participant needs and usage trends
Financial Coaching & Education Support
Provide backup support for 1:1 financial mentoring when required
Assist in the delivery of group education sessions in both virtual and in-person settings
Support the creation and implementation of educational materials and workshops
Technology & Platform Support
Support the onboarding of new clients by coordinating with technology partners to complete platform setup and customization
Assist with testing and optimizing platform usability to ensure successful client launches
Provide feedback on platform functionality and client experience
Compliance & Best Practices
Ensure all program activities align with industry regulations and internal requirements
Follow established processes and support consistent program delivery
Stay informed on financial wellness trends and best practices
Required Education, Professional & Technical Experience
Bachelor's Degree or relevant work experience
3-5 years of experience in client success, account management, financial wellness, or employee benefits
Proficiency in Microsoft Suite and familiarity with CRM and reporting tools
Essential Traits
Strong ability to build and maintain client relationships
Effective communication and presentation skills
Organized with the ability to manage multiple clients and priorities
Detail-oriented with a focus on accuracy and execution
Adaptable and able to work independently in a fast-paced environment
Sound judgment and problem-solving skills
Collaborative and team-oriented
Work Environment & Travel Requirements
This role may travel up to 15-25% of the time for client meetings and business needs
This role offers a hybrid work model with in-office and remote flexibility
Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
Must be able to remain in a stationary position for up to 8 hours.
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
The person in this position may at times need to move throughout the building to access different areas.
Ability to move equipment weighing up to 25 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $85,000-$105,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Paid Time Off
Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Summer Perks
Bereavement Time -inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams
Work Life Convenience Benefits
Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody - Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
401K Plan with company match
Cell Phone Reimbursement Program
Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.