Are you passionate about enhancing customer engagement and driving product adoption in the field? Do you have experience in managing customer relationships and providing exceptional support, in a Wealth Management environment?

We're seeking a Customer Success Manager to join our STAAT Field Solutions team and help us deliver outstanding service to our financial advisors.

• Advisor Onboarding and Training: Collaborate with Digital Specialists & Marketing team to guide financial advisors through the onboarding process for new applications, provide training sessions, create user guides, and offer ongoing support.
• Gatekeeper Education: Educate gatekeepers such as digital specialists, field leaders, and STAAT Academy to deepen product penetration.
• Proactive Engagement: Regularly check in with advisors to understand their needs and goals, identifying opportunities for improvement.
• Internal Relationship Management & Support: Act as the main point of contact for any issues or questions about the STAAT team applications, ensuring advisors feel supported and confident. Resolve issues quickly by coordinating with other departments, such as IT and product development.
• Feedback Gathering and Analysis: Collect and analyze feedback from advisors to identify areas for improvement and share with the product development team.
• Adoption and Usage Monitoring: Encourage and track the adoption and usage of internal applications, monitoring key performance indicators (KPIs). Collaborate with Product Managers and Analytics teams to define adoption metrics.
• Advocacy and Communication: Act as an advocate for advisors within the company, promoting success stories and best practices.
• Collaboration with Product managers: Work closely with Product Managers to ensure continuous improvement based on feedback.
• Event Representation: Represent STAAT in regional and branch events to promote the STAAT product portfolio.
• CRM Ownership: Own the field CRM tool, tracking interactions and engagement with advisors.
• User Personas Definition: Work with UX teams to define user personas and better understand and cater to the needs of advisors.

Detailed salary information:
• New York: the salary range for this role is $157000 to $205000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.