Senior Client Success Specialist

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the job description. Key parts: - Job Description Key Duties & Responsibilities: list of duties. - Experience & Qualifications Required: list of required experience. - Preferred Experience: list. - Other Requirements: Remote (U.S.) role. Approximately 25-50% travel required... Standard business hours unless client needs, travel, or escalations require flexibility. - Scope of Influence: description. - Management Responsibility: details. - Decision Authority & Impact: description. - Strategic Accountability: description. - Complexity & Problem Solving: description. - About Us: includes benefits description. - About Cetera: description of company. We need to remove boilerplate: EEO, equal-opportunity, scam-warning, navigation, cookie, legal, duplicated lines, application instructions. Also remove "About Us" maybe we keep benefits? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content to these headings. We need to decide which sections to include: - About the role: maybe a brief overview? The posting includes "Key Duties & Responsibilities". Could treat that as Responsibilities. - Responsibilities: list of duties. - Requirements: maybe required experience. - Qualifications: maybe preferred experience? Or combine. - Skills: maybe communication skills etc. - Benefits: from About Us: list of benefits. - Pay: not mentioned explicitly (no salary). So we should NOT include Pay section. - Schedule: mention remote, travel, standard business hours. Could be Schedule section. We must not include sections with filler like "commensurate with experience". Not present. We need to preserve all substantive information; do not invent or summarize away detail. We need to use

• for any list of duties/requirements/benefits, and

  for prose. We need to avoid repeating job title as heading. We need to output only HTML fragment. Let's extract content. First, Responsibilities (Key Duties & Responsibilities): List items: - Serve as the client success manager for assigned Blueprint clients following onboarding, maintaining a consistent cadence of status calls, follow-ups, and planning conversations. - Act as a trusted point of contact for firm leadership, operations, and compliance stakeholders, ensuring clients have clear visibility into status, next steps, and ownership. - Own tracking, coordination, and closure of client and internal action items, translating discussions into documented next steps with owners and timelines. - Proactively follow up with internal teams, vendors, and partners to drive resolution and escalate risks early to prevent slippage. - Coordinate across Operations, Consulting/onboarding, Technology, Compliance, Product, third-party vendors, and platform providers such as portfolio management, reporting, and custodial partners. - Draft and deliver client-facing updates that clarify what is in progress, what is blocked, and what happens next, reducing reactive inbound inquiries. - Preserve institutional knowledge so clients do not need to re-explain history, context, or previous decisions. - Support conversations involving independent RIA operations, broker-dealer policies and constraints, custodian dependencies, workflows, service scope, and platform capabilities. - Identify emerging relationship, delivery, or platform risks and support escalations with accurate context, history, and documentation. That's a list. Next, Experience & Qualifications Required: - 4-6+ years of experience in one or more of the following: RIA operations or advisory firm leadership; client success or relationship management within wealthtech/fintech; custodian, platform, or RIA consulting roles. - Working knowledge of RIA operational workflows, including custody and account opening, trading and rebalancing, billing and reporting, and compliance and governance. - Strong written and verbal communication skills, including the ability to translate complex discussions into clear action items and status updates. - Demonstrated ability to manage execution across multiple internal and external stakeholders. Preferred Experience: - Experience operating within a broker-dealer and RIA hybrid model. - Familiarity with platforms such as Orion, Broadridge/Albridge, Salesforce, and major custodians. - Prior experience supporting executive or founder-led advisory firms. - Bachelor's degree in Finance, Business, or a related field, or equivalent experience. - OR equivalent combination of experience and education in lieu of above. Other Requirements: - Remote (U.S.) role. - Approximately 25-50% travel required for client onsite meetings, onboarding sessions, and strategic reviews. - Standard business hours unless client needs, travel, or escalations require flexibility. Scope of Influence: prose paragraph. Management Responsibility: prose. Decision Authority & Impact: prose. Strategic Accountability: prose. Complexity & Problem Solving: prose. About Us benefits: list of benefits. About Cetera: description of company (maybe not needed as section? Could be About the role? But we have no specific heading for company description; maybe we can include as "About the role" or omit? The instruction: include a section ONLY when the posting has real, specific content for it. The posting includes About Cetera, which is company overview. Could map to "About the role"? Not exactly. Could treat as "About the role" maybe not. Better to include a section "About the company"? Not in allowed headings list. The allowed headings are examples; we can use others? It says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those as examples. Safer to stick to those. Company overview could go under "About the role"? Might be a stretch. Could omit it as not required? But we must preserve ALL substantive information. If we omit company overview, we lose info. However maybe we can include it under "About the role" as a brief description. The posting includes "About Us" and "About Cetera". Could combine into a prose under "About the role". Let's do that. Thus sections: - Responsibilities (h3) with ul list. - Requirements (h3) with ul list of required experience. - Qualifications (h3) with ul list of preferred experience and education. - Skills (h3) maybe we can pull out communication skills etc. But those are already in Requirements. Could combine. However we need to avoid thin sections. Could merge Requirements and Qualifications into one? But instruction: prefer a few substantive sections over many thin ones. We could have Responsibilities, Requirements (including required & preferred), Benefits, Schedule. Skills maybe not needed separately. But we have communication skills etc. Could be part of Requirements. Let's decide sections: - Responsibilities - Requirements (includes required experience, preferred experience, education) - Benefits - Schedule (remote, travel, hours) We also have Scope of Influence, Management Responsibility, Decision Authority & Impact, Strategic Accountability, Complexity & Problem Solving. Those are substantive prose; could be included under "About the role" or maybe as separate sections like "Scope", "Impact". But not in allowed headings. Could we create a section "About the role" and put all those prose paragraphs there? That would preserve info. Thus:

  About the role

  with paragraphs covering Scope of Influence, Management Responsibility, Decision Authority & Impact, Strategic Accountability, Complexity & Problem Solving. That seems reasonable. Now Benefits: from About Us list. We need to extract benefits list: - Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. - Easy access to mental health benefits to meet our team members and their families where they are. - 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. - 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. - Paid parental leave to support all team members with birth, adoption, and fostering. - Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. - Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. - Paid caregiver leave to provide time away from work when caring for an ill or recovering family member. - Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind. Note some duplication: EAP appears twice. We should preserve all substantive information; but we can deduplicate? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. Duplicated lines: we should remove duplicated lines. So we need to eliminate duplicate EAP line. The second mention includes EAP again; we can keep one. Thus benefits list items (unique): - Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. - Easy access to mental health benefits to meet our team members and their families where they are. - 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. - 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. - Paid parental leave to support all team members with birth, adoption, and fostering. - Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. - Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. - Paid caregiver leave to provide time away from work when caring for an ill or recovering family member. - Additional benefits such as identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind. We removed duplicate EAP line and rephrased last. Now Schedule section: remote, travel, standard business hours. We can put as prose

  or list? It's not a list but we can do

  . Now Requirements section: combine required and preferred. We need to list required experience items as

  • . Preferred experience items also as list. We could have two sub-lists under Requirements heading, but we need to keep structure simple: maybe separate headings? But we only allowed certain headings. Could we nest
    inside? Yes. Thus:

    Requirements

    Required:

    • 4-6+ years of experience in one or more of the following: RIA operations or advisory firm leadership; client success or relationship management within wealthtech/fintech; custodian, platform, or RIA consulting roles.
    • Working knowledge of RIA operational workflows, including custody and account opening, trading and rebalancing, billing and reporting, and compliance and governance.
    • Strong written and verbal communication skills, including the ability to translate complex discussions into clear action items and status updates.
    • Demonstrated ability to manage execution across multiple internal and external stakeholders.

    Preferred:

    • Experience operating within a broker-dealer and RIA hybrid model.
    • Familiarity with platforms such as Orion, Broadridge/Albridge, Salesforce, and major custodians.
    • Prior experience supporting executive or founder-led advisory firms.
    • Bachelor's degree in Finance, Business, or a related field, or equivalent experience.
    • OR equivalent combination of experience