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Mutual Group

Mutual Group

via Polymer

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Client Success Manager - Evolve Program

Anywhere
full-time
Posted 10/1/2025
Direct Apply
Key Skills:
Client Management
Communication
Analytical Skills
Broker-Dealer Operations
Financial Reporting
Contract Management
Regulatory Compliance
CRM Proficiency
Attention to Detail
Problem Solving
Relationship Building
Operational Support
M&A Activity
Pricing Reviews
Data Hygiene
Client Retention

Compensation

Salary Range

$75K - 95K a year

Responsibilities

The Evolve Client Success Manager ensures a seamless experience for RIA firms in the Evolve program, managing onboarding, daily operations, and client relationships. Responsibilities include account management, client growth support, and revenue retention efforts.

Requirements

Candidates should have a bachelor's degree in a related field and at least 7 years of experience in financial services, particularly with RIA firms. Knowledge of broker-dealer operations and strong communication skills are essential.

Full Description

Client Success Manager – Evolve Program Location: Remote Job Type: Full-Time Reports To: VP, Service About Mutual: Mutual Group is a mission-driven financial services firm that empowers independent financial advisors with consulting, operations, technology, and compliance solutions. With more than 40 years of experience and over $13B in assets under administration, we serve 1,600+ financial professionals nationwide. Our values—Personal, Authentic, Collaborative, and Knowledgeable—shape how we work with each other and with our clients. Overview The Evolve Client Success Manager ensures a seamless, end-to-end experience for registered investment adviser (RIA) firms participating in Mutual Securities’ Evolve program—from transition through daily operations. You will cultivate and maintain strong relationships with participating firms, coordinating onboarding and transitions, guiding day-to-day needs, resolving escalations, and supporting retention, growth, and profitability. Success in the role requires excellent communication, practical knowledge of broker-dealer operations and direct-held products, and the ability to translate complex processes into clear, actionable steps that power the success of independent fee-based advisors. Key Responsibilities Account Management Review Evolve invoices with client firms; resolve questions to ensure timely, accurate reconciliation and financial reporting Manage contract discussions and process approved amendments; maintain complete and accurate contract records Support regulatory exams and audits by coordinating stakeholders and providing requested materials in accordance with broker-dealer standards Client Growth Support Evaluate and guide client M&A activity, including due diligence and post-close onboarding Collaborate with Sales and Transitions to add new business from existing firms and expand participation in the program Revenue & Client Retention Conduct periodic pricing reviews and monitor relationship profitability Track client activity and service needs; identify growth opportunities and efficiency improvements Produce trend reports and maintain client scorecards aligned to program goals Support the Client Service team with escalation management and clear expectation setting Client Communications & Records Management Develop and distribute communications to clients regarding policy updates, technology enhancements, service changes, and paperwork revisions Prepare and distribute required communications to end investors Maintain accurate client and contact information and activity notes in the CRM; document Qualifications Education & Experience Bachelor’s degree in Finance, Business Management, or related field; or equivalent experience Series 6 and/or insurance license preferred 7+ years in financial services, with meaningful exposure to insurance/annuity products Hands-on experience serving RIA firms; understands day-to-day operational needs Working knowledge of broker-dealer operations and direct-held investment products Knowledge & Skills Strong understanding of commission and fee structures (advisory fees, trails, schedules) and their impact on profitability Familiarity with contracts and service agreements (amendments, pricing terms, scope) Excellent written and verbal communication; clear expectations-setting and reliable follow-through Demonstrated analytical ability to evaluate relationship profitability, trends, and retention risk; able to build simple client scorecards Meticulous attention to detail and deadline discipline Proficiency with CRM and financial-services platforms; strong data hygiene Understanding of regulatory considerations related to broker-dealer operations and required communications Cultural Fit You’ll thrive in this role if you: Anticipate client needs and translate complexity into clear, actionable steps. Lead with a client-first mindset, building trust while partnering across Sales, Transitions, Service & Ops, and Compliance. Make sound, timely decisions and take ownership through resolution—always closing the loop. Bring a warm, professional presence; precise communication; and strong organization and attention to detail. Why Mutual Be part of a collaborative, client-focused team that values authenticity, knowledge-sharing, and innovation. Competitive salary, performance-based bonus, and comprehensive benefits package, including health insurance, matching 401(k), generous PTO, and wellness initiatives. Opportunities for continuous learning and professional development in a supportive and growth-oriented environment. Salary Range $75k to $95k How to Apply If you meet the qualifications and are ready to take on this exciting challenge, we invite you to submit your resume and a cover letter detailing your experience and how it aligns with the responsibilities and qualifications of this role. Join us in powering the success of advisors and transforming the financial services landscape.

This job posting was last updated on 10/2/2025

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