Wealth Dynamix
Customer Success Content Manager - Fintech - Hybrid
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Customer Success Content Manager - Fintech - Hybrid
Customer Success Content Manager – Fintech – Private Banking
Wealth Dynamix is expanding its Customer Success team, looking for a Customer Success Content Manager!
About Wealth Dynamix
Wealth Dynamix is a fintech company that alleviates client management challenges for wealth management and private banking firms through cutting-edge technology. We provide relationship managers with a multi-award-winning Client Lifecycle Management (CLM) platform, giving 360-degree visibility into their clients.
Headquartered in the UK, we operate globally with offices and clients across three continents. Our mission is to to drive digital transformation in wealth management.
The Role: Customer Success Content Manager
This hybrid role (London-based, with options for remote work) will give you the opportunity to bridge customer success, content creation, and product training within our fast-growing fintech business.
Why This Role?
You’ll have the chance to work on a scalable cloud-based SaaS platform built on Azure, utilising modern technologies like Kubernetes and dotNet Core 5.0. Your work will support a global client base in digital transformation projects across wealth management—a diverse and rewarding sector for tech-savvy professionals.
We’re committed to career growth, investing in learning through our Wealth Dynamix Academy (WDX Academy). Flexible working arrangements ensure you can balance office collaboration, remote work, or home-based flexibility.
Core Responsibilities
Community Management: Driving Engagement & Product Insight
- Create articles, FAQs, and guides tailored to customer needs, ensuring they understand our Client Lifecycle Management solution (CLMi)—including new features and system updates.
- Foster active community participation by encouraging customers to share challenges, questions, and suggestions for future product enhancements.
- Moderate discussions, upholding company guidelines while nurturing a helpful, collaborative community culture.
- Collect structured customer feedback to inform product roadmaps and advocate for meaningful improvements within CLMi.
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Live & Implementation Training Delivery
- Design and deliver engaging training sessions during product implementations—both virtual and on-site, alongside Customer Success Managers.
- Craft structured training agendas and personalised learning journeys, aligning content with client use cases, roles, and maturity levels.
- Develop bespoke training materials (guides, workshops, multistage workshops) to ensure successful product adoption and customer confidence.
- Facilitate interactive training to promote long-term customer engagement and satisfaction.
Academy & Training Development
- Build and maintain comprehensive user guides, enabling new and returning users to derive maximum value from CLMi.
- Design full training programmes for super-users, creating certification pathways to prepare them for wider rollouts.
- Create video content (explanatory and tutorial) to simplify complex CLM features through dynamic, self-service resources.
- Contribute to certification programmes and community awards to recognize and incentivize outstanding customer contributions.
Knowledge Base Promotion
- Promote the use of our knowledge base internally and externally, ensuring all stakeholders remain informed of CLMi functions and updates.
- Champion product adoption and optimal usage by providing actionable, high-quality educational materials.
Key Requirements
Relevant Experience
- 2–3 years in SaaS and customer success, preferably with customer-facing experience (content, community management, or customer education).
- Community-building experience—preferably software-focused—with proficiency in content creation, moderation, and organisational rules enforcement.
- Hands-on experience with knowledge bases (Zendesk-style platforms) is a plus.
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Technical & Creative Skills
- Commercial writing skills to craft clear, concise, and engaging content for diverse stakeholder groups.
- Experience designing user training (guides, videos, printables, certifications) for technical products.
- Podium or presentation confident in delivering structured live training sessions (virtual and on-site).
Mindset & Competencies
- Customer-first attitude with an ability to build trust and partnerships across teams.
- A naturally proactive problem solver capable of organising feedback, filtering noise, and implementing innovative solutions.
- Strong adaptability, self-improvement mindset, and passion for continuous learning.
Desirable (Nice to Have)
- Experience with training facilitation or session creation (e.g., workshop agendas, learning journeys).
- Skills to create polished PowerPoint presentations for professional training delivery.
- Vidéoscript creation/editing abilities (including basic video editing tools).
- Interest in financial services, wealth management, or fintech ideologies/innovations.
We Offer More Than a Job—We Offer Your Future
- Cutting-edge fintech: Work on a modern SaaS product positioned to dominate private banking digital transformation.
- Fast-track growth: Thriving FinTech business with clear promotional opportunities.
- Flexible workplace: Offices in London or flexible remote hybrid environment.
- Inclusion and community: A diverse, values-aligned culture built on collaboration, innovation, and diversity.
Great candidates thrive at Wealth Dynamix. If you’re a technologist, content storyteller, or user educator who combines technical curiosity with customer empathy, this opportunity might just be your next step.
Apply now to join a team making next-gen wealth management smarter.
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