Client Success Manager Wealth Deposits & Cash

Curinos is seeking a Client Success Lead for our Wealth Solutions supporting financial institutions in optimizing strategies across their wealth private banking and brokerage channels. You will lead a team responsible for helping clients drive performance using Wealth Optimizer and Analyzer Curinos leading solutions for deposits and cash-management optimization. 

In this role you will be the strategic partner and advocate for a portfolio of wealth-focused clients. You will guide them from onboarding through daily support and long-term value realization. This role is ideal for someone with hands-on experience in wealth management private banking brokerage cash products or client portfolio roles who understands how affluent clients use deposits cash balances and liquidity-focused products. 

You will work directly with senior stakeholders in wealth management product treasury and pricing teams to help them translate analytics into practical actions that enhance client outcomes cash growth deposit performance and revenue. 

Qualifications :

Responsibilities 

Management 

• Foster a team culture of client centricity analytical rigor and consistent execution 

• Manage team workloads prioritization and quality of client deliverables 

• Collaborate with peer managers on cross-organizational initiatives and best-practice development 

Client Work (Wealth Deposits and Cash Focus) 

• Build a deep understanding of each clients wealth deposits and cash strategy client segmentation pricing philosophy and competitive landscape 

• Build relationships with clients across Wealth Management Private Banking Brokerage Platforms Product Treasury and Analytics 

• Guide clients in realizing value from deposits and cash optimizationidentify pricing segmentation sweep-product and portfolio opportunities 

• Ensure your team provides timely high-quality support on platform use industry dynamics and analytical interpretation 

• Lead platform training sessions focused on cash allocation portfolio patterns rate sensitivity and client cash/deposit behavior 

Managing Implementations / Projects 

• Oversee project timelines budgets and deliverables for Wealth Optimizer and Analyzer implementations and enhancements 

• Collect and refine business requirements for deposits-and-cash use cases including pricing treatments sweep structures or channel-specific needs 

• Coordinate with internal product data and technical teams to ensure smooth delivery 

Business and Product Development 

• Identify unmet needs specific to wealth deposits and cashe.g. segmentation needs enhanced reporting product structures rate management 

• Identify opportunities for broader Curinos solutions to support client goals and facilitate introductions across Curinos teams 

• Provide feedback to help shape the Wealth Optimizer and Analyzer product roadmap 

Desired Skills & Expertise 

You are a natural problem solver with a deep understanding of wealth clients deposits and cash behavior pricing dynamics and liquidity management patterns. You enjoy applying analytics to help institutions better serve their clients. 

Required Background 

• 510 years of experience in Wealth Management Private Banking Brokerage Treasury Retail/Commercial Banking Consulting or SaaS delivery 

• Experience with wealth deposits cash programs sweeps or deposit/cash product structures strongly preferred 

• Passion for helping clients enhance their deposits-and-cash performance 

• Demonstrated management and project leadership skills 

• Strong communication and executive-presentation skills 

• Comfort with data analysis and turning insights into actionable business recommendations 

• Excellent organizational and time-management skills 

• Ability to travel to client sites as needed (typically a few days per month) 

• Bachelors degree 

Compensation: Expected base salary for this role is $95000-$105000 bonus

Additional Information :

Why work at Curinos  

• Competitive benefits including a range of Financial Health and Lifestyle benefits to choose from 
• Flexible working options including home working flexible hours and part time options depending on the role requirements please ask! 
• Competitive annual leave floating holidays volunteering days and a day off for your birthday!
• Learning and development tools to assist with your career development 
• Work with industry leading Subject Matter Experts and specialist products 
• Regular social events and networking opportunities 
• Collaborative supportive culture including an active DE&I program 
• Employee Assistance Program which provides expert third-party advice on wellbeing relationships legal and financial matters as well as access to counselling services

Applying: 

We know that sometimes the perfect candidate doesnt exist and that people can be put off applying for a job if they dont meet all the requirements. If youre excited about working for us and have relevant skills or experience please go ahead and apply. You could be just what we need! 

If you need any adjustments to support your application such as information in alternative formats special requirements to access our buildings or adjusted interview formats pleasecontact us at and well do everything we can to help. 

Inclusivity at Curinos: 

We believe strongly in the value of diversity and creating supportive inclusive environments where our colleagues can succeed. As such Curinosis proud to be an Equal Opportunity do not discriminate on the basis of race color ancestry national origin religion or religious creed mental or physical disability medical condition genetic information sex (including pregnancy childbirth and related medical conditions) sexual orientation gender identity gender expression age marital status military or veteran status citizenship or other protected characteristics.

Remote Work :

No

Employment Type :

Full-time