Vice President, Client Success
On-siteLake Mary, Florida, United States
Job Summary
Develop and deliver client-facing communications regarding operational, regulatory, and technology updates for financial advisors and clients. Write, edit, and manage diverse content including release notes, user guides, procedural documentation, video scripts, and executive materials. Translate complex business and technical topics into clear, concise, and audience-appropriate messaging. Partner with cross-functional stakeholders across product, operations, compliance, technology, and business teams to align inputs and drive approvals. Lead communications planning and execution for initiatives with multiple dependencies, while owning editorial calendars and distribution processes using tools like Seismic. Evolve team workflows by integrating AI and automation to streamline content creation and enhance quality. Track communication effectiveness and stakeholder feedback to continuously refine outputs.
Required Qualifications
- 5 to 7 years of relevant experience in client communications, business communications, technical writing, content development, or a related field
- Bachelor's degree or the equivalent combination of education and work experience
- Strong experience writing for B2B audiences, ideally within financial services, wealth management, securities, fintech, or regulated industries
- Demonstrated ability to create communications for financial advisors or external clients, especially on topics tied to operations, regulatory change, platform enhancements, or technology updates
- Experience producing both communications content and technical/end-user documentation such as release notes, user guides, FAQs, job aids, and scripted/video-based materials
- Exceptional project management skills, including the ability to manage multiple workstreams, meet tight deadlines, coordinate reviews, and keep complex deliverables moving in a matrixed environment
- Excellent writing, editing, and verbal communication skills, with strong attention to detail and accuracy
- Comfort working with structured review and approval processes, including legal, risk, compliance, and business stakeholders
- Experience using Seismic and/or other email delivery or content distribution platforms
- Familiarity with HTML or willingness to learn
- Practical experience using AI tools to automate or improve workflows, content creation, documentation processes, or communications practices
- Experience such as developing client announcements, refining release notes, or organizing content for a user guide
- A strong collaborator who can work across teams without losing momentum
- A professional with a disciplined, detail-oriented approach who understands the importance of accuracy in a regulated environment
- Experience in a role or roles that are not primarily media relations or brand marketing, but rather a communications focused on client clarity, operational change, and content execution
Desired Qualifications
- Strong experience writing for B2B audiences, ideally within financial services, wealth management, securities, fintech, or regulated industries
- Familiarity with Salesforce Marketing Cloud is a plus
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