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Director of Advisor Success
A company is looking for a Director of Advisor Success to lead and support the advisor onboarding experience and enhance customer satisfaction. Key Responsibilities Support onboarding and training for new firms, ensuring complete account setup in the CRM Manage advisor marketing initiatives and oversee relationships with third-party vendors Promote engagement in the Signal Community and participate in advisor communications and events Required Qualifications Strong organizational and project management skills Proficiency in Salesforce, Jira, Asana, Slack, and Talkdesk Experience in onboarding, client success, or relationship management roles Ability to manage multiple tasks and priorities effectively Familiarity with marketing, branding, and vendor coordination
A company is looking for a Director of Advisor Success to lead and support the advisor onboarding experience and enhance customer satisfaction.
Key Responsibilities
Support onboarding and training for new firms, ensuring complete account setup in the CRM
Manage advisor marketing initiatives and oversee relationships with third-party vendors
Promote engagement in the Signal Community and participate in advisor communications and events
Required Qualifications
Strong organizational and project management skills
Proficiency in Salesforce, Jira, Asana, Slack, and Talkdesk
Experience in onboarding, client success, or relationship management roles
Ability to manage multiple tasks and priorities effectively
Familiarity with marketing, branding, and vendor coordination
