M1 is hiring a
Client Success Manager

Summary

M1 is seeking a FINRA-licensed Client Success Manager to strategically support and grow their book of business by helping clients get the most from M1’s platform. The role requires exceptional communication skills, technical proficiency, and 2+ years of tangible work experience in sales, client service, or working at a broker-dealer.

Requirements

• FINRA licensing (SIE, Series 7, and Series 63 or 66)
• 2+ years of tangible work experience in sales, client service, or working at a broker-dealer
• Client-focused with a passion for speaking to clients, answering queries, and solving complex issues
• Exceptional communication skills, both written and verbal, with the ability to build rapport, listen effectively, ask probing questions, understand concerns, and take proactive approaches
• Strong work ethic and proactive approach, capable of effectively managing multiple priorities, adapting to change, and excelling in a fast-paced business environment
• Analytical and solution-driven, excelling at solving and escalating problems, particularly in collaborative, team settings
• Technically proficient with the ability to learn and utilize multiple software platforms (especially Internal Tools and Intercom)
• Empathy for understanding the business needs of current and prospective clients
• Interest in personal finance

Responsibilities

Strategically support and grow the book of business by driving satisfaction for the client and wallet share growth for M1

Benefits

• Competitive Pay and Stock Options
• Comprehensive health, dental, vision, disability, and life insurance
• Retirement benefit with employer match
• Unlimited PTO
• Office in the Loop with a Game Room and Gym
• Access to employee workshops and training about financial literacy, empathy and mental health, professional development, and more
• Free subscription to Insight Timer, the world’s #1 meditation app for sleep, stress, and anxiety