Graduate Customer Success Manager - Fintech - SDLC

About

Wealth Dynamix helps relieve the burden of client management issues for wealth management and private banking firms with innovative technology.
We provide Relationship Managers with a multi‑award‑winning digital Client Lifecycle Management (CLM) platform, offering 360‑degree access to their client.
We are a global leader in end‑to‑end CLM, with offices and clients on three continents and headquarters in the UK.

Role Overview

As a Graduate Customer Success Manager at Wealth Dynamix, you will undergo full training in Wealth Dynamix software solutions and play a key role in delivering digital transformation solutions to clients in the wealth management industry. You will work across various project stages—from defining the solution and configuring the product to meet client needs, to delivering and supporting clients through the implementation process. The role offers valuable experience in both client‑facing and technical aspects of software consultancy while developing expertise in Wealth Dynamix products.

Responsibilities

• Client Onboarding & Implementation

  • Support the onboarding of new clients and the implementation of new features for existing clients, ensuring a smooth transition and high customer satisfaction.

• Wealth Dynamix Product Expertise

  • Develop a deep understanding of Wealth Dynamix software solutions, becoming a trusted resource for clients.

• Client‑Focused Activities

  • Assist with setting up trial platforms for new prospects and clients.
  • Support clients in importing their data and configuring specific areas of the Wealth Dynamix platform based on their needs.
  • Run demonstrations for new prospects and existing clients, showcasing product features and benefits.

• Training & Support

  • Liaise with trainers to support client training sessions, and when required, deliver training directly to clients.
  • Work closely with the product team to stay up to date with new features and updates in Wealth Dynamix products.
  • Uphold security best practices to protect systems, data, and people.

• Knowledge Base Maintenance

  • Maintain the Client Success platform by contributing to the creation of new knowledge‑base articles, help sections, and training materials to assist clients in navigating the platform.

Why Should You Apply?

• Fantastic opportunity to work in a growing FinTech environment with excellent career progression.
• Global client base offers exposure to a wide variety of digital transformation projects, each with unique requirements and opportunities.
• Strong focus on career development, with investment in employee learning and development.
• Experience with multiple complex client needs, providing a steep learning curve.

Who Is Best Suited?

• Interest in FinTech/Wealth Management – experience as a CSM or a genuine interest/eagerness to learn about the industry.
• Stakeholder Management – ability to work effectively with a range of internal and external stakeholders.

Mindset & Core Skills

• Curiosity & Learning – naturally curious, eager to ask questions and deepen understanding of Wealth Dynamix solutions and client needs.
• Team‑Oriented – collaborative player who contributes to collective success.
• Communication Skills – excellent communication, adaptable style for product demos, documentation, and internal collaboration.
• Agile Methodology – understanding of tools and methodologies used in agile software delivery, with a focus on flexibility and iterative improvement.
• Self‑Starter – proactive approach to self‑learning, constantly seeking ways to add value to clients, teams, and the broader business.