Wealth Management Customer Success Director

6 days ago

Melbourne, Victoria, Australia beBeeLeadership Full time $160,000 - $200,000
Customer Success Leader Opportunity

We are seeking a Customer Success Leader to drive exceptional client service and business outcomes across our wealth management portfolio.

This is a leadership role that requires strategic vision, executional strength, and the ability to influence senior stakeholders. The ideal candidate will have a proven track record of exceeding commercial and customer success goals in a technology-led environment.

  • Lead a high-performing Customer Success function, bringing strategy to life through meaningful, customer-first experiences.
  • Embed a customer-first mindset across teams to drive revenue growth, retention, and long-term advocacy.
  • Build deep strategic relationships with key institutional clients across the wealth management segment.

The successful candidate will be a modern leader with excellent communication and stakeholder management skills. They will have a resilient, adaptable, and forward-thinking mindset, always looking for opportunities to innovate and improve.

We offer a range of benefits to support your career and well-being, including:

  • 8 additional paid days per year to extend your weekends.
  • Hybrid working.
  • Generous cash bonus for every successful referral.
  • Starting school leave - 8.5 days of leave to assist your children with the transition to school.
  • Up to 26 weeks' paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work.
  • 3 days' paid leave per year to participate in charity initiatives.
  • Discounted health insurance premiums.

We are committed to fostering a welcoming and inclusive culture. We believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives, and beliefs, and everyone's uniqueness is valued and celebrated.

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