Member Success Associate

Stonewood Financial helps independent financial advisors grow stronger, more tax-focused retirement planning practices. Through our software, training, marketing tools, and advisor education programs, we help advisors bring more value to their clients and create more growth in their businesses.

We are looking for a Member Success Associate to help new and existing Stonewood members get the most out of their membership. This role is ideal for a recent graduate or a candidate with 1-2 years experience.

Successful candidates will enjoy building relationships, teaching others, solving problems, and helping financial professionals put new ideas into action. You’ll work directly with advisors and their teams through phone calls, Zoom meetings, email, and training sessions to help them successfully adopt Stonewood’s software, tools, and sales systems.

What You’ll Do

Onboard New Members

Guide new Stonewood members through their first weeks and months of membership. This includes scheduling and leading onboarding calls, training advisors and their staff on our software and tools, and helping each firm understand how to use Stonewood resources in their business.

Train and Support Advisors

Lead coaching calls, Zoom trainings, and follow-up conversations with advisors to help them use Stonewood’s tax and retirement planning software, marketing tools, client-facing resources, and sales ideas.

Drive Member Engagement

Proactively reach out to members to encourage usage, answer questions, identify obstacles, and help advisors stay engaged with the tools and training available through their membership.

Support Retention and Renewals

Create a positive, high-value member experience with the ultimate goal of helping advisors succeed — and renew their Stonewood membership year after year.

Collaborate Across the Team

Share member feedback with the sales, marketing, software, and leadership teams so Stonewood can continue improving the member experience.

What Success Looks Like

A successful Member Success Associate will help Stonewood members:

• Complete onboarding smoothly and confidently
• Understand how to use Stonewood software and tools
• Stay engaged throughout the year
• Apply Stonewood ideas in their own client and prospect conversations
• See clear value in their membership
• Renew their membership annually

Success in this role will be measured through a combination of onboarding activity, training engagement, member satisfaction, software/tool adoption, and renewal outcomes.

Compensation & Workplace

This position includes salary plus bonus structure. Bonus opportunities are tied to predetermined success metrics. 

At Stonewood, we care deeply about our team members. We've created an office environment where talented people can grow their technical and leadership skills.

We offer all team mebers:

• Paid time off plus holidays
• Health insurance access and subsidy
• Cell phone subsidy
• Flexible work environment

Experience We’re Looking For

We will consider recent graduates or candidates with 1–2 years of experience in one or more of the following areas:

• Customer success, account management, client service, or sales support
• Financial services, insurance, annuities, wealth management, or retirement planning
• Software-as-a-service, training, onboarding, or member support
• Comparable experience from another industry involving client relationships, training, or customer success

Financial services experience is helpful, but not required. The right candidate must be willing to learn Stonewood’s approach to tax-focused retirement planning and become comfortable speaking with financial advisors and their teams.

Skills and Characteristics

Relationship Builder

You enjoy working with people, asking good questions, building trust, and helping clients feel supported.

Clear Communicator

You can explain tools, processes, and ideas in a simple, helpful way over phone, Zoom, and email.

Proactive

You do not wait for problems to appear. You follow up, check in, and look for ways to help members get more value.

Organized

You can manage multiple member relationships, training calls, follow-up tasks, and internal priorities without letting details fall through the cracks.

Coachable and Curious

You are willing to learn a specialized industry, absorb new ideas, and continuously improve.

Collaborative

You work well with sales, leadership, software, and marketing teams to create a strong member experience.

Driven

You are dependable, self-motivated, and willing to do the daily work required to help members succeed.