NextPath Career Partners is currently seeking a Financial Partner Success Manager to join our client’s team in St. Petersburg, FL. This is an onsite, direct hire position.
SALARY: $75-$90K +bonus (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
REQUIREMENTS:
- Experience administrating Performance Reporting platforms (i.e. Black Diamond, Addepar) or Financial Planning tools (i.e. eMoney, MoneyGuide)
- 3-5 years’ work experience, preferably at a Financial Technology, Wealth Management, or Financial Services firm.
- Bachelor’s degree or equivalent experience
- Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel, Power Automate, Power Apps, and SharePoint
- Experience as a Client Success Manager/Business Analyst/Project Manager at Financial Services firm is preferred
NEXTPATH CAREER PARTNERS:
NextPath is a candidate centric recruiting firm focused on your career goals to help you find your next path! Our team of professional recruiters have over 80 years of combined experience to help you navigate a job change. Our clients span local and national with roles in sales, creative, marketing, and staffing on a direct, contract-to-perm, and contract (project) basis.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
As part of our recruiting process, we may contact you regarding positions we feel are a good fit or engage with you via SMS text message. By clicking to submit your application, NextPath Career Partners has your consent to communicate via SMS text message moving forward.
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