Client Success Partner

4 days ago


New York, New York, United States Harrison Gray Search & Consulting Full time

We are looking for a highly skilled Client Success Partner to join our team at Harrison Gray Search & Consulting. As a key member of our team, you will be responsible for delivering exceptional value to our clients by building deep relationships with them and helping them achieve their personal and financial goals.

The ideal candidate will have a proven track record of success in acquiring new wealth management relationships and consistently demonstrated ambition, drive, and grit. They will also have expert knowledge of investment products and services across personal finance.

In this role, you will consult with clients on wealth management strategies and guide them to achieve their personal and financial goals. You will also source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients.

We offer a competitive salary of $140,000 - $200,000 per year, depending on experience, plus equity and a comprehensive benefits package. Our company is fully remote, so you can work from anywhere. If you are a driven and results-oriented individual who is passionate about helping clients achieve their financial goals, we encourage you to apply.



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