Client Success Manager

About Finances Demystified Finances Demystified runs Women in Wealth, a year-long financial education program for members in the United States. Members learn options strategies, long-term investing, financial health, legacy planning, and the mindset work that holds it all together. Our members are mostly women building wealth for the first time in their families. About the role Client Success Managers keep members moving through the program. After our onboarding team welcomes a new member, you …