CUSTOMER & TECHNICAL SUPPORT MANAGER – FINTECH PLATFORM

Are you a talented, motivated professional ready to take a big step forward in your career with an exciting, dynamic role? WealthCharts continues to experience significant domestic and international growth with new brokerage integrations, expanding product offerings, and a fast-growing global user base.
While WealthCharts is a well-established and respected platform, we operate with the energy, flexibility, and mindset of a high-growth startup. That means everyone on our team wears multiple hats, contributes meaningfully across departments, and plays a hands-on role in driving the next wave of innovation and international expansion. We’re looking for high-energy go-getters who are eager to make an impact and thrive in a collaborative, fast-paced environment.
This is your opportunity to be part of a company where your work matters, your ideas are heard, and your contributions directly shape the future of fintech. Our active trading and investing platform recently won the Benzinga Fintech 400 Global Finance Chairman Award for “Best Stock Scanner” in November 2024, adding to our previous honors like “Top Swing Trading Platform of the Year” and TradersWorld’s “Best Trading Platform.” Our CEO was also recognized as “The Most Innovative Fintech Executive” in 2022, and we’ve recently signed multiple new licensing deals with major brokerages.
We are seeking a high-performing, self-motivated individual who takes initiative and is passionate about driving key company objectives across customer experience, marketing, and operations. This role will provide the opportunity to work directly with the company’s senior leadership and the CEO and Founder, an award-winning Fintech leader.

ABOUT THE ROLE

The Customer and Technical Support Manager will play a vital, hands-on role supporting multiple departments. This individual will help lead and manage the customer service team, assist in executing marketing initiatives, and work closely with the executive team to move projects forward and fuel our next phase of growth.
This is an exciting opportunity for someone who is ready to roll up their sleeves, tackle new challenges daily, and grow with a rapidly scaling fintech company at the forefront of trading technology. This role is ideal for individuals who enjoy in-person collaboration, thrive in dynamic, fast-moving environments, and are energized by the challenges and opportunities of high-growth companies. It’s a great fit for those seeking impact, growth, and hands-on involvement, rather than a remote or a strictly 9-to-5 style position.

KEY RESPONSIBILITIES

• Manage and mentor the customer service team to deliver world-class support and user experiences.
• Assist with the execution of marketing projects, including campaign launches, webinar coordination, CRM activities, and event support.
• Collaborate directly with the executive team on operational priorities and special projects.
• Implement and optimize internal systems, tools, and workflows for greater efficiency.
• Identify operational bottlenecks and proactively propose solutions.
• Support CRM and ticketing system improvements to streamline customer interactions.
• Stay agile and adaptable — learning new systems, processes, and technologies on the fly as needed.