Top 278825 Financial Advisor, Client Services Manager Jobs

Manager, Services Consulting
Braze —Chicago, IL
- $130,400 - $243,000 a year
- Office
- Travel
- Mentoring
- Paid parental leave
- Health insurance
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Manager, Services Consulting
Braze —New York, NY
- $136,800 - $256,000 a year
- Office
- Travel
- Mentoring
- Paid parental leave
- Health insurance
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Sr Customer Success Manager - Veza
ServiceNow —Washington, DC
- $102,300 - $179,000 a year
- Online Application
- Remote
- 7 years
- Residential
- Fair chance
- Employee stock purchase plan
- Health insurance
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Conversion Rate Optimization Manager
1-800Accountant —Remote
- $100,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- US work authorization
- Health savings account
- Disability insurance
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10d
Sr Customer Success Manager - Veza
ServiceNow —California
- $102,300 - $179,000 a year
- Online Application
- Remote
- 7 years
- Residential
- Fair chance
- Employee stock purchase plan
- Health insurance
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Relationship Manager - Financial Services
Advyzon —Remote
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Communication skills
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AVP, Account Services
Ultimus Fund Solutions —Remote
- $85,000 - $115,000 a year
- Full-time
- Remote
- Writing skills
- Office
- Analysis skills
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10d
Sr. Client Account Manager, Financial Services
Pinterest —Chicago, IL
- $91,963 - $160,935 a year
- Hybrid work
- Office
- Analysis skills
- Bachelor's degree
4d
Strategic Account Manager
UST —Orlando, FL
- $146,000 - $219,000 a year
- Remote
- Mid-level
- Business development experience
- Fair chance
- Paid jury duty
- Health savings account
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Client Services Manager
Qureos Inc —Miami, FL
- $125,000 - $175,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Dental insurance
2d
Technical Account Manager - Mid-West Zone (USA - Remote)
Philips —Remote
- $90,000 - $150,000 a year
- Full-time
- Remote
- 3 years
- US work authorization
- Senior level
- Health savings account
- Employee stock purchase plan
5d
Relationship Manager (Remote)
Nurp —Remote
- $75,000 - $122,500 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Branch Manager
Go Mortgage LLC —Remote
- From $200,000 a year
- Full-time
- In person
- Mid-level
- 3 years
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
RCM Client Manager
MedVoice —Remote
- Email
- 3 years
- Supervising experience
- Senior level
Customer Success Manager - Sana Learn
Workday —New York, NY
- $108,200 - $192,200 a year
- Full-time
- Mid-level
- Office
- Fair chance
- Flexible schedule
Financial Advisor
Secure Financial Group —Kent County, MI
- $70,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Financial services
- Professional development assistance
- Opportunities for advancement
Quick Apply
Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience
Orchard Medical Management —Manchester, NH
- Full-time
- CPR Certification
- 5 years
- BLS Certification
- Health savings account
- Health insurance
Quick Apply
Manager of Financial Advisors
Secure Financial Group —Troy, MI
- $82,480.07 - $150,000.00 a year
- Full-time
- Background check
- 5 years
- Mentoring
Quick Apply
Manager of Trusts & Estates
RDV Corporation —Grand Rapids, MI
- Office
- Finance
- Analysis skills
- Paid holidays
- Health insurance
Tax Manager
One River CPAs —Bath, ME
- $82,000 - $95,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
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Manager, Services Consulting

Braze -
Chicago, IL

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Job Details

$130,400 - $243,000 a year

Benefits

Paid parental leave
Health insurance
Dental insurance
RSU
Paid time off
Parental leave
Vision insurance

Qualifications

Customer relationship building
Client relationship development
Client management
Project stakeholder communication
Experience with customer site (as sales environment)
Stakeholder relationship building
Stakeholder management

Full Job Description

At Braze, we have found our people. We're a genuinely approachable, exceptionally kind, and intensely passionate crew.

We seek to ignite that passion by setting high standards, championing teamwork, and creating work-life harmony as we collectively navigate rapid growth on a global scale while striving for greater equity and opportunity – inside and outside our organization.

To flourish here, you must be prepared to set a high bar for yourself and those around you. There is always a way to contribute: Acting with autonomy, having accountability and being open to new perspectives are essential to our continued success.

Our deep curiosity to learn and our eagerness to share diverse passions with others gives us balance and injects a one-of-a-kind vibrancy into our culture.

If you are driven to solve exhilarating challenges and have a bias toward action in the face of change, you will be empowered to make a real impact here, with a sharp and passionate team at your back. If Braze sounds like a place where you can thrive, we can't wait to meet you.

WHAT WE'RE LOOKING FOR

Braze is looking to hire a Manager on our Services Consulting team. Braze's Service Offering Managers act as trusted advisors to our prospective clients and Sales team during the sales process, adapting their extensive expertise on the Braze services to meet customer needs. Our Service Offering Managers support the Braze sales organization during pre-sales in scoping client service requirements, presenting our service offerings, building comfort and confidence in the value of Braze services, and positioning optimal service pricing and packaging to potential customers.

This role is an opportunity to expand on your people management and leadership skills, while partnering with Braze's sales, Solutions Consulting, and post-sales services teams. The role will draw upon your people-management skills and experience in service delivery, Technical Account Management, Customer Success, or related fields, along with a high level of curiosity and proven track record of execution. You will serve as a mentor, advocate, and leader for the Services Consultants on your team.

The role requires some travel —at most 30% at peak times —and is based in one of our sales offices—New York City, London, San Francisco, Chicago, Austin, Singapore, or Sydney.

RESPONSIBILITIES:

Coach, mentor, and manage 4+ global ICs, with future growth and hiring potential
Collaborate with the Sales teams to support deal cycles, including RFPs, pitches, and on-site sessions
Build and maintain subject matter expertise in the Braze service offerings currently supported by the team to enable effective consultancy support during pre-sales and become a point of contact for other internal business teams
Manage expectations to deliver for sales and post-sales leadership
Liaise closely with post-sales leadership to ensure they are supported by pre-sales
Conduct discovery with prospective customers to understand their service needs and curate tailored session presentations, including bespoke project plans, resourcing requirements, etc.
Lead development of sales go-to-market materials, talk tracks, and training to help Sales best position the value of our service offering packages with customers during pre-sales motions, to help our organization scale
Gather feedback from the sales teams regarding our package offerings and work with Service Leadership and Product Marketing teams to help provide insight into new service package offerings

WHO YOU ARE

You are a people leader, an expert in service delivery, and a strong advocate for your personnel. 4+ years of experience in SaaS pre-sales or service delivery, consulting, or business analysis.

Must-haves:

An excellent communicator, presenter, and storyteller with significant client-facing experience
Effective stakeholder management skills with both internal and external stakeholders at senior leadership level (e.g. Head of CRM, VP/Director, C-suite, etc)
Experience working with Sales teams and during deal cycles, or have been exposed and have awareness of sales motions from a post-sales role
Excellent time management skills with initiative, autonomy, and prioritization skills to optimize output
Curious problem solver who is comfortable operating in and outside of pre-defined playbooks to navigate and find the best solution to challenges
Available to travel to prospective customer offices for on-site visits, in-person meetings, and collaboration.
Strong written and verbal English skills are essential

Nice-to-haves:

Previous experience with the Braze tool and services offerings, or similar products
Demonstrated experience/comfort managing projects (both internal and client-facing) to completion
Change management experience
Business proficiency in one or more additional languages

For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $130,400 and $194,400/year, with an expected On Target Earnings (OTE) between $163,000 and $243,000/year (including bonus or commission). Your exact offer may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. In addition to cash compensation, this role qualifies for a comprehensive Total Rewards package that includes equity grants of restricted stock (RSUs) so that you will own a piece of our company.

#LI-Hybrid

WHAT WE OFFER

Braze benefits vary by location, and we encourage you to review our specific benefits offerings for each country here. More details on benefits plans will be provided if you receive an offer of employment.

From offering comprehensive benefits to fostering hybrid ways of working, we've got you covered so you can prioritize work-life harmony. Braze offers benefits such as:

Competitive compensation that may include equity
Retirement and Employee Stock Purchase Plans
Flexible paid time off
Comprehensive benefit plans covering medical, dental, vision, life, and disability
Family services that include fertility benefits and equal paid parental leave
Professional development supported by formal career pathing, learning platforms, and a yearly learning stipend
A curated in-office employee experience, designed to foster community, team connections, and innovation
Opportunities to give back to your community, including an annual company-wide Volunteer Week and donation matching
Employee Resource Groups that provide supportive communities within Braze
Collaborative, transparent, and fun culture recognized as a Great Place to Work®

ABOUT BRAZE

Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging™. Braze helps brands deliver great customer experiences that drive value both for consumers and for their businesses. Built on a foundation of composable intelligence, BrazeAI™ allows marketers to combine and activate AI agents, models, and features at every touchpoint throughout the Braze Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to Al-powered decisioning and optimization, Braze enables companies to turn action into interaction through autonomous, 1:1 personalized experiences.

The company has been consistently recognized as a Leader in marketing technology by industry analysts, and was named a G2 "Best of Marketing and Digital Advertising Software Product" in 2026. Braze was also named a 2026 Best Places to Work by Built In, a 2025 America's Greenest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®. Braze is also proudly certified as a Great Place to Work® in the U.S., the UK, Australia, and Singapore.

The company is headquartered in New York with offices in Austin, Berlin, Bucharest, Chicago, Dubai, Jakarta, London, Paris, San Francisco, São Paulo, Singapore, Seoul, Sydney and Tokyo.

BRAZE IS AN EQUAL OPPORTUNITY EMPLOYER

At Braze, we strive to create equitable growth and opportunities inside and outside the organization.

Building meaningful connections is at the heart of everything we do, and that includes our recruiting practices. We're committed to offering all candidates a fair, accessible, and inclusive experience – regardless of age, color, disability, gender identity, marital status, maternity, national origin, pregnancy, race, religion, sex, sexual orientation, or status as a protected veteran. When applying and interviewing with Braze, we want you to feel comfortable showcasing what makes you you.

We know that sometimes different circumstances can lead talented people to hesitate to apply for a role unless they meet 100% of the criteria. If this sounds familiar, we encourage you to apply, as we'd love to meet you.

OUR AI-POWERED BRAZE RECRUITMENT PROCESS

At Braze, we're committed to a fair and transparent candidate experience. To help our recruitment teams focus on what matters most — the person behind each application — we use AI-assisted tools at certain stages of our recruitment process.

This includes using AI to analyze the experience, skills and qualifications in your application materials to help with screening and prioritizing candidates. Such screening may amount to a form of solely automated decision-making. We also use AI for administrative support, like scheduling and recording interviews and summarizing interview notes. Our recruiting teams remain responsible for all hiring decisions and are involved throughout the process.

Depending on where you are located, you may have the right to request further information about how AI is used in our recruitment process, to opt out of AI-assisted review, to request a manual review of any decision made or to contest a decision.

Please contact us at [email protected] for any requests or questions. To find out more about our hiring process, check out this page.

Notice Regarding Automated Employment Decision Tool (NYC Local Law 144)

Our use of AI during the application review process may include the use of automated employment decision tools. Pursuant to New York City Local Law 144, for roles based in New York City, or if you reside in New York City, you have the right to request an alternative selection process or a reasonable accommodation instead of AI-assisted review. Please submit any such request to our Talent Acquisition team at [email protected] promptly after applying. A summary of the most recent bias audit results for such tool is available here.

Please see our Candidate Privacy Policy for more information on how Braze processes your personal information during the recruitment process and, if applicable based on your location, how you can exercise any privacy rights.

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Refine Your Search

Financial Advisor, Client Services Manager jobs

Manager, Services Consulting

Manager, Services Consulting

Sr Customer Success Manager - Veza

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