New York, New York, United States · Remote OK
$80k–$120k/yr
Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with…
Skills: Account Management, Customer Success, Customer Support, Operational Process Improvement, Client Relationship Management
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Manage key employer partner relationships and lead the customer support function to gather user feedback. Develop and iterate on operational processes and tests to help scale the business.
Requires 2+ years of experience as a strong executor capable of working independently in a fast-paced environment. Must be an analytical thinker with excellent communication skills and a flexible, generalist mindset.
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
Addition Wealth is looking for a Client Success Manager to help us grow and scale our business. If you enjoy streamlining and improving on operational processes, managing key client relationships, working with end users to understand key needs and pain points, and driving exceptional business results, we’d love to hear from you. You will succeed if you are customer-focused, scrappy, strategic, data-driven, highly organized, detail-oriented, and willing to dive into challenges of all shapes and sizes.
\nWe’re looking for the following:AI for the financial moments that matter.
Addition Wealth is the AI-native financial guidance platform for financial institutions and employers to offer to the individuals and employees they serve. We make personalized financial expertise inclusive and accessible to all. Built by a team from Robinhood, Betterment, Citi, JPMorgan, Altruist, Uber, and Google, the platform brings together multi-source data to deliver proactive, personalized guidance at every financial moment that matters. Addition Wealth is live with Fortune 500 financial institutions across banking, wealth management, retirement, and insurance, driving guidance and conversion at scale.
Offices: 43 W 23rd St, New York, NY 10010, US · 16 Madison Square West, New York, NY 10010, US
AI for the financial moments that matter.
Addition Wealth is the AI-native financial guidance platform for financial institutions and employers to offer to the individuals and employees they serve. We make personalized financial expertise inclusive and accessible to all. Built by a team from Robinhood, Betterment, Citi, JPMorgan, Altruist, Uber, and Google, the platform brings together multi-source data to deliver proactive, personalized guidance at every financial moment that matters. Addition Wealth is live with Fortune 500 financial institutions across banking, wealth management, retirement, and insurance, driving guidance and conversion at scale.
Offices: 43 W 23rd St, New York, NY 10010, US · 16 Madison Square West, New York, NY 10010, US
