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Customer Success Associate
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- The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.
- Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company in the burgeoning “wealth-tech” space.
- YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
- YCharts proudly services industry-leading names such as WealthManagement.com, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley, and Wells Fargo.
- Serve as a client advocate to our product management team
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