Client Success Manager – Wealth Services

Westlake, TX | Contract - 6 months (possibility to convert to FTE)
Salary: $140-180k annually
M-F Schedule

Wealth & Client Experience Team

Redefining financial support for modern wealth.

We are seeking a Concierge Solutions Manager to join our team supporting our most sophisticated and high-net-worth clients. This is not a sales or advisory role — it's a rare opportunity to blend personalized service, financial domain expertise, and strategic relationship management in a client-facing capacity.

In this role, you’ll guide clients through a highly tailored, white-glove experience—helping them navigate financial complexity through education, curated solutions, and proactive support. You’ll serve as a connector, educator, and experience steward across tax, estate, retirement, and other planning topics, all while ensuring compliance and neutrality (no investment advice or asset management).

What You’ll Do
? Serve as a trusted relationship manager for UHNW clients
? Lead deep discovery conversations focused on legacy, planning, and family values
? Help clients navigate estate planning, tax strategy, and financial education
? Collaborate with internal experts and clients’ external advisors (CPAs, attorneys, etc.)
? Provide concierge-level service across company platform
? Design and improve internal policies, workflows, and client service models


What You Bring
?? CFP® certification (active) – required
?? 4+ years of experience in high-touch wealth or client service roles
?? FINRA Series 7 & 63/65 or 66
?? Experience supporting UHNW clients, family offices, or private wealth teams
?? Exceptional EQ, communication skills, and a service mindset
?? Comfortable in high-autonomy roles and fast-paced, innovative environments
?? Background in estate, tax, or retirement planning

This is a high-impact, client-first role for someone who thrives at the intersection of financial complexity, operational excellence, and human connection.

Apply now to be considered for this great opportunity!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.