Client Success Manager (WealthTech)

TL;DR

Client Success Manager (WealthTech): Lead client onboarding, implementation, and ongoing service management for a modular investment advisory platform with an accent on project governance, client relationship management, and scalable delivery frameworks. Focus on managing complex multi-stakeholder projects, API integrations, and ensuring client success in a hybrid work environment.

Location: Lausanne, Switzerland; must be an EU/EFTA national or hold a valid Swiss work permit

Company

hirify.global builds technology empowering financial institutions to deliver better investment outcomes through a modular wealth management platform.

What you will do

• Lead client onboarding and implementation projects from scoping to go-live ensuring timely, budget-compliant, and quality delivery.
• Serve as primary liaison between clients and internal teams to ensure seamless communication and coordination.
• Develop repeatable frameworks for onboarding, project execution, and service management to drive scalability and operational excellence.
• Establish governance models with key stakeholders to maintain alignment, manage risks, and ensure transparency.
• Collaborate with product owners and developers to address client requirements and identify product enhancements.
• Conduct client training and prepare materials to empower platform usage.

Requirements

• Location: Must be based in Switzerland and hold valid work authorization (EU/EFTA national or Swiss work permit)
• 5-8 years experience in project management, client success, or consulting in financial services, fintech, or wealth management.
• Proven expertise in wealth management and investment advisory platforms, including API integrations and cloud solutions.
• Strong skills in managing complex projects, governance frameworks, and stakeholder relationships.
• Fluency in English and French (written and verbal) is mandatory.
• Experience working in Agile/Scrum environments; relevant certifications (PMP, PRINCE2, Agile/Scrum Master, SAFe) highly valued.

Culture & Benefits

• Autonomous, cross-functional team with direct impact on clients and business.
• Collaborative, respectful, and flexible work environment valuing work-life balance.
• Hybrid work model: 3 days in-office, 2 days remote.