Director of Customer Success - Connecticut Innovations : Job Details

Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.

Come join Transform Your Investment Strategies with Quorus | Home!!

About Quorus

Quorus is reshaping how custom, tax-managed portfolios are delivered. We partner with leading asset managers to deliver personalized, tax-optimized investment strategies to financial advisors and their clients without the operational complexity that typically makes this offering cost-prohibitive.

We believe every client deserves access to personalized investment solutions. But for financial advisors, running hundreds of custom portfolios while maintaining investment integrity and tax efficiency is nearly impossible without robust technology. That's where Quorus comes in.

We're a high-growth, venture-backed startup with a modern infrastructure purpose-built for active portfolio management at scale. Our overlay enables real-time tax and investment optimization at the individual account level. Financial advisors gain access to differentiated strategies and scale their practice without extra overhead. Asset managers get a new distribution channel for their actively managed strategies. Everyone wins.

As the number of financial advisor clients we serve grows, we are looking for a talented individual to join our team.

Director of Customer Success, Operations & Strategy

We're looking for a hands-on player-coach to build, scale, and own our financial advisor success infrastructure. You'll design and operationalize the post-sale experience for financial advisors, including onboarding, education, support, reporting, and retention. You'll partner cross-functionally with trading, product, engineering, and sales to deliver a consistently exceptional experience to every advisor.

This is a ground-up, builder role for someone who wants ownership over both the advisor journey and the systems that enable it. You'll also be a thought partner in defining how financial advisors engage with custom, tax-managed strategies and how we scale that engagement across tens of thousands of clients.

What You'll Do

• Own the end-to-end advisor success experience, including defining the advisor lifecycle from onboarding through expansion and renewal.
• Design and execute scalable systems and workflows
• Translate advisor experience into CRM and success workflows (e.g., Airtable, Salesforce, Zapier, and our proprietary code base)
• Work closely with Quorus's asset manager partners and their go-to-market teams to develop and deploy process and collateral to support their sales efforts
• Enable and educate advisors about Quorus, and help answer questions about our platform and offering
• Create playbooks, FAQs, and toolkits to help advisors understand and communicate the value of custom, tax-managed strategies
• Build lightweight training and enablement programs to drive advisor self-sufficiency
• Partner with PM and engineering to deliver advisor-level AUM, performance, and tax value reporting
• Explore ways to increase team leverage through automation, AI-based triggers, and recommendation engines
• Work closely with portfolio management, trading, engineering, and asset manager success to ensure aligned service across stakeholders
• Serve as the voice of the advisor within Quorus product and ops discussions
• Support the Quorus executive leadership team and board of directors with various internal strategy projects and analysis

What You'll Bring

• 5+ years in customer success, client operations, or strategy at an asset manager, fintech, RIA aggregator, TAMP, or advisor tech platform
• Deep familiarity with the independent advisor channel, especially how the different pieces of RIA custodial platforms and technology providers operate
• Proven ability to build advisor enablement systems and journeys (onboarding, success metrics, risk scoring, renewal planning)
• Comfortable working in a fast-paced, rapidly changing startup environment
• The ability to work autonomously, support multiple functions, and execute at a high level while designing for the future.
• Ability to leverage a range of tools, including generative AI, to work quickly and iteratively on a wide range of projects, including product development, client service, marketing, and portfolio management
• Excellent strategic thinker and communicator with a bias for clarity, follow-through, and systems thinking
• Comfortable in ambiguity and excited to build from zero
• Ruthlessly aggressive self-starter, able to identify, prioritize, and execute to drive Quorus's overarching goals.

Bonus:

• Experience with tax-managed SMAs, UMAs, or direct indexing platforms
• Series 65, or the ability to obtain the required license, shortly after starting employment
• Experience with SQL and Python, with an emphasis on data analysis libraries such as Pandas
• An advanced degree, such as an MBA, a Master's, or a Doctorate in a technical field

Why Quorus

• Seed-stage startup backed by institutional venture capital firms and industry leaders such as WisdomTree
• Strong culture of collaboration, autonomy, and work-life balance
• Opportunity for meaningful impact on business growth, product development, and company direction
• Meaningful equity-ownership with additional grants for impactful employees

Benefits

• A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life balance.
• Competitive pay, as well as equity for eligible positions
• Reimbursement for healthcare, dental, and vision insurance plans
• 401k savings plan
• Unlimited Paid Time Off (PTO)

Important Notes

• Quorus is a Registered Independent Advisor. This role will need to adhere to the Quorus employee handbook, including trade restrictions and disclosures, and Code of Ethics.
• Employment is contingent on the completion of a background check
• Role is a Hybrid role with in-office presence required 2 days a week.
• The role can be based in the Greater Philadelphia or Greater Harford area. The applicant will be expected to relocate to the area.

Quorus is committed to providing equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status, and to affirmatively seek to advance the principles of equal employment opportunity.