{"schemaVersion":"jobsearcher.job.v1","id":"fe2fd919d03264d66da43eb1","url":"https://jobsearcher.com/jobs/fe2fd919d03264d66da43eb1","canonicalUrl":"https://jobsearcher.com/jobs/fe2fd919d03264d66da43eb1","title":"Client Solutions Manager","description":"About Syntax Data\n\nSyntax Data is a financial data and technology company supporting direct indexing solutions, custom index development, and financial data products. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. Syntax also works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and broader investment use cases.\n\nAbout the Role\n\nSyntax Data is building the client support function that will help power the next stage of growth for its cutting-edge Syntax Direct platform. As our advisor, partner, and client relationships expand, we are looking for a Client Solutions Manager to help build and manage the team, processes, scripts, training materials, and support workflows that will allow us to deliver a strong client experience at scale. This is a ground-floor leadership opportunity within a growing financial technology platform. The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client Solutions Representatives are trained and managed. The ideal candidate is someone who enjoys building structure in a fast-moving environment. This person should be comfortable working directly with client-facing teams, product and engineering stakeholders, methodology experts, and junior support team members. They do not need to come in as an expert in Syntax Direct, direct indexing, or index methodology, but they should be able to learn quickly, communicate clearly, and turn complex information into practical support materials that a team can use every day.\n\nThis role will be critical in helping Syntax create a scalable client support model as Syntax Direct continues to grow.\n\nResponsibilities will include:\n\nHelp build and manage the Client Solutions support function, including the day-to-day support workflow for Client Solutions Representatives.\n\nTrain, coach, and support Client Solutions Representatives as they respond to advisor, client, and platform user inquiries.\n\nDevelop, maintain, and improve support scripts, FAQs, onboarding guides, escalation workflows, internal reference materials, and client support documentation.\n\nPartner with Sales, Index Development, Engineering, and other internal teams to ensure client questions are answered clearly, accurately, and consistently.\n\nCreate clear triage processes so Client Solutions Representatives know what they can answer directly, what requires escalation, and which internal team should own the next step.\n\nMonitor recurring client questions, support themes, product feedback, and workflow issues to identify opportunities to improve the client experience.\n\nSupport onboarding and platform-readiness efforts for new advisors, clients, and platform users.\n\nParticipate in client support escalations and help resolve more complex product, platform, methodology, or workflow-related questions.\n\nCoordinate with methodology, product, and technical stakeholders to translate internal expertise into practical training and support materials.\n\nSupport QA testing, platform review, and user-experience feedback efforts to help confirm updates, identify issues, and improve the customer experience.\n\nHelp define reporting, tracking, and quality-control processes across CRM, support, ticketing, and internal workflow tools.\n\nContribute to the longer-term scaling plan for the Client Solutions team as Syntax Direct and related client initiatives continue to grow.\n\nThe ideal candidate will have:\n\nBachelor’s degree in finance, economics, business, communications, data analytics, investment management, or a related field.\n\n2–5 years of experience in client solutions, client success, customer support, financial services, fintech, wealth management, investment management, product support, technical account management, QA/customer support, or a related role.\n\nPrior experience training, mentoring, coordinating, or managing junior team members.\n\nStrong interest in finance, investment management, financial technology, and client experience.\n\nExcellent written and verbal communication skills, with the ability to explain product, platform, and process-related information clearly.\n\nStrong organizational skills and ability to manage workflows, follow-up items, documentation, and cross-functional coordination.\n\nAbility to synthesize input from client-facing teams, product teams, methodology stakeholders, and technical teams into clear support materials.\n\nStrong problem-solving ability, attention to detail, and comfort managing escalations or ambiguous client questions.\n\nProficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, CRM systems, and client support systems.\n\nAbility to work independently and collaboratively in a fast-paced, evolving environment.\n\nEmpathy, patience, professionalism, and sound judgment when supporting clients, users, and internal team members.\n\nPreferred qualifications include:\n\nExperience building or improving customer support, client success, help desk, or client solutions processes.\n\nExperience creating scripts, FAQs, training materials, onboarding guides, escalation workflows, or internal support documentation.\n\nFamiliarity with CRM, support, ticketing, project management, or documentation tools such as HubSpot, Salesforce, Zendesk, Jira, or similar platforms, with HubSpot experience preferred.\n\nExposure to RIAs, financial advisors, asset managers, ETF issuers, wealth platforms, investment products, or financial data products.\n\nFamiliarity with direct indexing, index methodology, portfolio construction, financial technology, or wealth management.\n\n$90,000 - $110,000 a year\nIn addition to base compensation, this role is eligible for an annual incentive plan.\nAbout Syntax\n\nSyntax Data is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered through database solutions, consulting services, indices, and technology platforms.\n\nFor more information, visit syntaxdata.com.","company":"Syntax Data","rawCompany":"syntax data","city":"New York","state":"NY","isRemote":false,"isActive":false,"createdAt":"2026-08-19T12:53:26.102Z","occupations":[{"code":"15-1211.00","title":"Computer Systems Analysts","slug":"computer-systems-analysts"},{"code":"43-4051.00","title":"Customer Service Representatives","slug":"customer-service-representatives"},{"code":"11-3021.00","title":"Computer and Information Systems Managers","slug":"computer-and-information-systems-managers"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"541512","title":"Computer Systems Design Services","slug":"computer-systems-design-services"},{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Solutions Manager","description":"About Syntax Data\n\nSyntax Data is a financial data and technology company supporting direct indexing solutions, custom index development, and financial data products. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. Syntax also works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and broader investment use cases.\n\nAbout the Role\n\nSyntax Data is building the client support function that will help power the next stage of growth for its cutting-edge Syntax Direct platform. As our advisor, partner, and client relationships expand, we are looking for a Client Solutions Manager to help build and manage the team, processes, scripts, training materials, and support workflows that will allow us to deliver a strong client experience at scale. This is a ground-floor leadership opportunity within a growing financial technology platform. The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client Solutions Representatives are trained and managed. The ideal candidate is someone who enjoys building structure in a fast-moving environment. This person should be comfortable working directly with client-facing teams, product and engineering stakeholders, methodology experts, and junior support team members. They do not need to come in as an expert in Syntax Direct, direct indexing, or index methodology, but they should be able to learn quickly, communicate clearly, and turn complex information into practical support materials that a team can use every day.\n\nThis role will be critical in helping Syntax create a scalable client support model as Syntax Direct continues to grow.\n\nResponsibilities will include:\n\nHelp build and manage the Client Solutions support function, including the day-to-day support workflow for Client Solutions Representatives.\n\nTrain, coach, and support Client Solutions Representatives as they respond to advisor, client, and platform user inquiries.\n\nDevelop, maintain, and improve support scripts, FAQs, onboarding guides, escalation workflows, internal reference materials, and client support documentation.\n\nPartner with Sales, Index Development, Engineering, and other internal teams to ensure client questions are answered clearly, accurately, and consistently.\n\nCreate clear triage processes so Client Solutions Representatives know what they can answer directly, what requires escalation, and which internal team should own the next step.\n\nMonitor recurring client questions, support themes, product feedback, and workflow issues to identify opportunities to improve the client experience.\n\nSupport onboarding and platform-readiness efforts for new advisors, clients, and platform users.\n\nParticipate in client support escalations and help resolve more complex product, platform, methodology, or workflow-related questions.\n\nCoordinate with methodology, product, and technical stakeholders to translate internal expertise into practical training and support materials.\n\nSupport QA testing, platform review, and user-experience feedback efforts to help confirm updates, identify issues, and improve the customer experience.\n\nHelp define reporting, tracking, and quality-control processes across CRM, support, ticketing, and internal workflow tools.\n\nContribute to the longer-term scaling plan for the Client Solutions team as Syntax Direct and related client initiatives continue to grow.\n\nThe ideal candidate will have:\n\nBachelor’s degree in finance, economics, business, communications, data analytics, investment management, or a related field.\n\n2–5 years of experience in client solutions, client success, customer support, financial services, fintech, wealth management, investment management, product support, technical account management, QA/customer support, or a related role.\n\nPrior experience training, mentoring, coordinating, or managing junior team members.\n\nStrong interest in finance, investment management, financial technology, and client experience.\n\nExcellent written and verbal communication skills, with the ability to explain product, platform, and process-related information clearly.\n\nStrong organizational skills and ability to manage workflows, follow-up items, documentation, and cross-functional coordination.\n\nAbility to synthesize input from client-facing teams, product teams, methodology stakeholders, and technical teams into clear support materials.\n\nStrong problem-solving ability, attention to detail, and comfort managing escalations or ambiguous client questions.\n\nProficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, CRM systems, and client support systems.\n\nAbility to work independently and collaboratively in a fast-paced, evolving environment.\n\nEmpathy, patience, professionalism, and sound judgment when supporting clients, users, and internal team members.\n\nPreferred qualifications include:\n\nExperience building or improving customer support, client success, help desk, or client solutions processes.\n\nExperience creating scripts, FAQs, training materials, onboarding guides, escalation workflows, or internal support documentation.\n\nFamiliarity with CRM, support, ticketing, project management, or documentation tools such as HubSpot, Salesforce, Zendesk, Jira, or similar platforms, with HubSpot experience preferred.\n\nExposure to RIAs, financial advisors, asset managers, ETF issuers, wealth platforms, investment products, or financial data products.\n\nFamiliarity with direct indexing, index methodology, portfolio construction, financial technology, or wealth management.\n\n$90,000 - $110,000 a year\nIn addition to base compensation, this role is eligible for an annual incentive plan.\nAbout Syntax\n\nSyntax Data is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered through database solutions, consulting services, indices, and technology platforms.\n\nFor more information, visit syntaxdata.com.","datePosted":"2026-08-19T12:53:26.102Z","dateModified":"2026-08-19T12:53:26.102Z","hiringOrganization":{"@type":"Organization","name":"Syntax Data","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York","addressRegion":"NY","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"fe2fd919d03264d66da43eb1"},"url":"https://jobsearcher.com/jobs/fe2fd919d03264d66da43eb1"}}