Relationship Manager, Customer Success Team (Series 65)

Company: Arta Finance
Location: Mountain View
Posted on: April 1, 2026

Job Description:

About Arta At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives. The future of finance is technology—relentlessly user-focused, elegant, and bordering-on-magical. We apply deep tech to help people enjoy more successful financial lives—and we believe we can have fun doing it. If you’ve ever wondered whether your money is working as hard as you are, or thought there must be a better way to pursue your financial goals, we want to hear from you. The Role We are looking for an experienced and client-focused Relationship Manager to join the Customer Success Team to support our U.S. members. You’ll help manage day-to-day member operations, strengthen relationships, and contribute to delivering a world-class experience for our clients. This role combines member service and operational excellence, proactive relationship management, and a passion for helping members make the most of Arta’s products and services. What You Will Do Manage the member email queue , responding promptly to inquiries and ensuring timely, high-quality support for all account-related questions and requests. Handle operational processes including account opening, funding and transfers, chasing fund documentation, account maintenance, and other member servicing tasks with accuracy and efficiency. Serve as the primary point of contact for Arta Members, guiding them through our suite of offerings—from public and private market investments to personalized financial planning services. Proactively monitor account health to identify opportunities to increase engagement, satisfaction, and retention. Collaborate closely with internal partners —Operations, Product, Compliance, and Advisory—to resolve issues, enhance processes, and share member insights. Facilitate connections between members and Arta’s network of experts in private markets, public markets, derivatives, insurance, tax, and estate planning, and investment advisory. Contribute to improving internal systems and tools that support a seamless and scalable member experience. Build lasting relationships with members , ensuring their long-term success and satisfaction with Arta Finance. Who You Are You thrive in a startup-like environment where not everything is black and white—comfortable adapting to evolving priorities, running experiments, and staying optimistic through change. You bring a positive, solutions-oriented mindset —collaborative, pragmatic, and ready to roll up your sleeves to get things done as part of a lean, high-impact team. 5–7 years of experience in account or relationship management , preferably in wealth management, RIA, or financial services environments interacting directly with clients. Exceptional organizational and operational skills , with the ability to manage multiple client priorities simultaneously. Excellent communicator —clear, empathetic, and proactive in both written and verbal communication. Curious and motivated by innovation in finance and technology . Experience scaling teams using AI is a plus. Strong understanding of investment products, portfolio management, and client servicing in a high-touch financial advisory context preferred. Candidate should currently possess a Series 7, 65, 66, or 63 license , or must be willing to obtain the license within their first year of employment , as the ability to provide advice is key to deepening member relationships. Please note, Arta does not operate a broker-dealer. While we prefer candidates who can work from the Mountain View office 2–3 times per week , remote candidates will be considered and should expect to travel to San Jose once per quarter for team gatherings. Interview Process Screening Call with Head of Talent, 20-30m Hiring Manager Interview with Lindsay Faroni, 30m Role Related Knowledge Interview with a Customer Success Manager, 45m a.) Includes case studies COO Interview with Dave Shapiro, 30m XFN Role Related Knowledge Interview with a FinOps Manager, 30m Culture Interview with a cross-functional team member, 30m What We Offer A competitive salary and benefits package, with ample opportunities for growth and advancement A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance Robust health insurance offering for you and your family High deductible health plan available with health savings account contribution 20 weeks of parental leave 17 days PTO annually Arta's Compensation Philosophy We determine your salary based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation. IC I: $110,000-$180,000 IC II: $160,000-$230,000 IC III: $180,000-$300,000

Keywords: Arta Finance, Lodi , Relationship Manager, Customer Success Team (Series 65), Sales , Mountain View, California