At Evooq, we are building an ecosystem of solutions that combine data, technology, and investment expertise. As we continue to expand our client base and deliver our innovative wealth management solutions, we are looking for a Client Success Manager to lead the implementation and ongoing success of our products for our clients.
This is a full-time position based in Singapore, where you will play a key role in ensuring that our clients achieve maximum value from our solutions—overseeing implementation, driving service excellence, and maintaining long-term, trusted partnerships.
Job DescriptionWhat you'll do as a Client Success Manager:
- Lead client onboarding and implementation from scoping to go-live, ensuring projects are delivered on time, within budget, and to the highest quality standards.
- Serve as the primary liaison between clients and internal teams, ensuring seamless communication and efficient coordination throughout all stages of delivery and service.
- Develop and implement repeatable frameworks for client onboarding, project execution, and service management to drive consistency, scalability, and operational excellence.
- Establish structured governance models involving key stakeholders from Edgevooq and client organizations to maintain alignment, manage risks, and ensure transparency.
- Understand client needs and objectives, tailoring solutions and integration strategies to ensure the optimal use of Edgevooq’s products and services.
- Act as a trusted advisor, guiding clients on best practices and supporting them through the full lifecycle—from implementation to post-launch success.
- Contribute to pre-sales activities by supporting solution design, client proposals, and demonstrations in partnership with Sales and Product teams
- Collaborate closely with product owners and developers to address client-specific requirements, resolve issues, and identify opportunities for product or service enhancements.
- Monitor and analyze project performance, tracking key metrics such as scope, resources, profitability, and risks, while proactively driving improvements.
- Conduct client training sessions and create user materials to empower clients to fully leverage the platform.
- Prepare and participate in Steering Committees, presenting detailed progress updates, insights, and recommendations.
- Identify cross-sell and upsell opportunities in collaboration with Account Managers to strengthen client partnerships and drive business growth.
What you'll need as Client Success Manager:
- 8–12 years of experience in project management, client success, or consulting within financial services, fintech, or wealth management.
- Strong background in platform implementation, API integrations, and cloud-based solutions.
- Proven ability to manage complex, multi-stakeholder projects across technical and business teams.
- Experience defining and maintaining project governance frameworks, including scope, timelines, budgets, and risk management.
- Deep understanding of investment advisory, portfolio management, and financial products; familiarity with structured products is a plus.
- Strong client relationship and stakeholder management skills, with a hands-on, problem-solving mindset.
- Comfortable working in Agile/Scrum environments and contributing to continuous improvement of methodologies.
- Exceptional communication and presentation skills in English (both written and verbal).
- Relevant certifications (e.g. PMP, PRINCE2, Agile/Scrum Master, or SAFe) are highly valued.
Why Join Us
- You’ll have a key role in shaping client success at the intersection of finance and technology.
- You’ll work in an autonomous, cross-functional team where your expertise and ideas directly impact clients and the business.
- Enjoy a collaborative, respectful, and flexible environment that values both excellence and work-life balance.
- You’ll see your work come to life—transforming the way wealth managers deliver personalized investment experiences.
Join us and help build the operational backbone of Evooq’s next generation of products.
Additional InformationEvooq is a global provider of technology-driven solutions for wealth and asset managers. We aim to radically simplify the investment process and make investments more accessible and more understandable for professional investors and their clients.
Our clients include some of the world’s largest banks, as well as wealth management companies and pension funds across Europe and Asia.
We are headquartered in Lausanne and have offices in Zurich, Geneva, Fribourg and Singapore.
Top Skills
What We Do
Evooq offers an integrated suite of platforms that streamline the investment advisory process. Advisors and relationship managers gain the tools to seamlessly manage, monitor, and trade diverse products while capturing client profiles and goals to propose tailored investment solutions, all supported by strategic asset allocation decisions of the CIO teams.
Together with Edgelab and our partners, we're not just enabling personalized investment services but making them efficient, scalable, and accessible to everyone.
