Client Solutions Manager
US$90,000 – US$110,000 / yr base salary
Posted 17 Aug 2026
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 2–5 yrs
- Management level
- People management
- Employment
- Hybrid
- Contract
- Full-time
| Base salary | US$90,000 – US$110,000 / yr |
|---|
Field of studyBusiness, Communications, Data Analytics, Economics, Finance, Investment Management (or related)
Study levelBachelor's
About Syntax Data
Syntax Data is a financial data and technology company supporting direct indexing solutions, custom index development, and financial data products. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. Syntax also works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and broader investment use cases.
About the Role
Syntax Data is building the client support function that will help power the next stage of growth for its cutting-edge Syntax Direct platform. As our advisor, partner, and client relationships expand, we are looking for a Client Solutions Manager to help build and manage the team, processes, scripts, training materials, and support workflows that will allow us to deliver a strong client experience at scale. This is a ground-floor leadership opportunity within a growing financial technology platform. The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client Solutions Representatives are trained and managed. The ideal candidate is someone who enjoys building structure in a fast-moving environment. This person should be comfortable working directly with client-facing teams, product and engineering stakeholders, methodology experts, and junior support team members. They do not need to come in as an expert in Syntax Direct, direct indexing, or index methodology, but they should be able to learn quickly, communicate clearly, and turn complex information into practical support materials that a team can use every day.
This role will be critical in helping Syntax create a scalable client support model as Syntax Direct continues to grow.
Responsibilities will include:
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Help build and manage the Client Solutions support function, including the day-to-day support workflow for Client Solutions Representatives.
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Train, coach, and support Client Solutions Representatives as they respond to advisor, client, and platform user inquiries.
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Develop, maintain, and improve support scripts, FAQs, onboarding guides, escalation workflows, internal reference materials, and client support documentation.
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Partner with Sales, Index Development, Engineering, and other internal teams to ensure client questions are answered clearly, accurately, and consistently.
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Create clear triage processes so Client Solutions Representatives know what they can answer directly, what requires escalation, and which internal team should own the next step.