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Curinos · 7 hours ago

Client Success Manager - Wealth Deposits & Cash

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$95K/yr - $105K/yr

5+ years exp

Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. The Client Success Manager will lead a team in supporting financial institutions to optimize strategies across their wealth, private banking, and brokerage channels, ensuring high-quality client engagement and performance enhancement.

ConsultingFinancial ServicesInformation Services

Responsibilities

Foster a team culture of client centricity, analytical rigor, and consistent execution

Manage team workloads, prioritization, and quality of client deliverables

Collaborate with peer managers on cross-organizational initiatives and best-practice development

Build a deep understanding of each client’s wealth deposits and cash strategy, client segmentation, pricing philosophy, and competitive landscape

Build relationships with clients across Wealth Management, Private Banking, Brokerage Platforms, Product, Treasury, and Analytics

Guide clients in realizing value from deposits and cash optimization—identify pricing, segmentation, sweep-product, and portfolio opportunities

Ensure your team provides timely, high-quality support on platform use, industry dynamics, and analytical interpretation

Lead platform training sessions focused on cash allocation, portfolio patterns, rate sensitivity, and client cash/deposit behavior

Oversee project timelines, budgets, and deliverables for Wealth Optimizer and Analyzer implementations and enhancements

Collect and refine business requirements for deposits-and-cash use cases, including pricing treatments, sweep structures, or channel-specific needs

Coordinate with internal product, data, and technical teams to ensure smooth delivery

Identify unmet needs specific to wealth deposits and cash—e.g., segmentation needs, enhanced reporting, product structures, rate management

Identify opportunities for broader Curinos solutions to support client goals and facilitate introductions across Curinos teams

Provide feedback to help shape the Wealth Optimizer and Analyzer product roadmap

Qualification

Wealth ManagementClient Portfolio ManagementData AnalysisCash ManagementProject LeadershipCommunication SkillsOrganizational SkillsTime ManagementProblem Solving

Required

5–10 years of experience in Wealth Management, Private Banking, Brokerage, Treasury, Retail/Commercial Banking, Consulting, or SaaS delivery

Passion for helping clients enhance their deposits-and-cash performance

Demonstrated management and project leadership skills

Strong communication and executive-presentation skills

Comfort with data analysis and turning insights into actionable business recommendations

Excellent organizational and time-management skills

Ability to travel to client sites as needed (typically a few days per month)

Bachelor's degree

Preferred

Experience with wealth deposits, cash programs, sweeps, or deposit/cash product structures strongly preferred

Benefits

Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from

Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!

Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!

Learning and development tools to assist with your career development

Work with industry leading Subject Matter Experts and specialist products

Regular social events and networking opportunities

Collaborative, supportive culture, including an active DE&I program

Employee Assistance Program which provides expert third-party advice on wellbeing, relationships, legal and financial matters, as well as access to counselling services