Technology Partner Success

Technology Partner Success

$165000 - $220000 per year | Austin, TX | On-site | Permanent

Wealth Management / 130B AUM / Growth position

A bit about us:

We’re a growing financial services and technology firm helping independent financial advisors build thriving businesses and better serve their clients. We bring together technology, operational resources, and strategic support so advisory firms can grow with confidence. Our culture values ownership, curiosity, and people who embrace new challenges as the business evolves.

Why join us?

Serve as a strategic technology advisor to advisory firm owners and executive leadership.

Help partners connect their technology investments to meaningful business outcomes.

Influence platform improvements through direct collaboration with product and engineering leaders.

Share your expertise, mentor colleagues, and help shape an evolving Partner Success practice.

Join a business built around advisor independence, entrepreneurial thinking, and client-focused service.

Base + Bonus + 401(k)Company Match + paid Paternity Leave + HSA + FSA + Premium Health, Dental, and Vision insurance, Unlimited PTO

Job Details

You’ll own the technology relationship for a portfolio of independent wealth management firms, helping them get greater value from their platforms. This is a senior, consultative role that combines executive relationship management, technology guidance, training, and cross-functional collaboration - not simply reactive support.

What you’ll do:

Build trusted relationships with firm leaders, understanding their workflows, priorities, and growth objectives.

Lead quarterly and executive business reviews, translating platform usage, return on investment, and technology roadmaps into actionable recommendations.

Drive adoption across CRM, performance reporting, financial planning, and proprietary platforms.

Coordinate training, implementation support, platform configuration, and best-practice sharing.

Bring partner insights to product and engineering teams to help inform platform priorities.

Partner with vendors and internal teams to resolve issues, improve processes, and deliver coordinated solutions.

Informally mentor junior Partner Success Managers and share effective approaches to partner engagement.

What you’ll bring:

Approximately 7–10+ years of experience, preferably within fintech, wealth management, or financial services.

A background in relationship management, client success, product management, or technology consulting.

Experience managing high-value relationships and leading business reviews with senior executives.

Familiarity with wealth technology platforms such as Salesforce, Black Diamond, Addepar, eMoney, or MoneyGuide.

Willingness to travel to partner offices nationwide approximately 4–6 times per year.

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