Client Success Manager - Wealth Deposits & Cash

Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. 

Curinos operates under a hybrid work model, with this position based in the Greater New York, Chicago, or Boston metropolitan areas. 

Curinos is seeking a Client Success Lead for our Wealth Solutions, supporting financial institutions in optimizing strategies across their wealth, private banking, and brokerage channels. You will lead a team responsible for helping clients drive performance using Wealth Optimizer and Analyzer, Curinos’ leading solutions for deposits and cash-management optimization. 

In this role, you will be the strategic partner and advocate for a portfolio of wealth-focused clients. You will guide them from onboarding through daily support and long-term value realization. This role is ideal for someone with hands-on experience in wealth management, private banking, brokerage cash products, or client portfolio roles, who understands how affluent clients use deposits, cash balances, and liquidity-focused products. 

You will work directly with senior stakeholders in wealth management, product, treasury, and pricing teams to help them translate analytics into practical actions that enhance client outcomes, cash growth, deposit performance, and revenue. 

Responsibilities 

Management 

• 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 

Client Work (Wealth Deposits and Cash Focus) 

• 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 

Managing Implementations / Projects 

• 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 

Business and Product Development 

• 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 

Desired Skills & Expertise 

You are a natural problem solver with a deep understanding of wealth clients, deposits and cash behavior, pricing dynamics, and liquidity management patterns. You enjoy applying analytics to help institutions better serve their clients. 

Required Background 

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

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

• 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 

Compensation: Expected base salary for this role is $95,000-$105,000 + bonus

Why work at Curinos?  

• 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

Applying: 

We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! 

If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at [email protected] and we’ll do everything we can to help. 

Inclusivity at Curinos: 

We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed.  As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.