Customer Product Trainer & Content… at Wealth Dynamix · City of…

Customer Product Trainer & Content Manager - SaaS / FinTech - Hybrid

Customer Product Trainer & Content Manager (SaaS / FinTech) to Build Training, Guides & Knowledge Base wanted as our team is growing fast!

Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm!

Company: Wealth Dynamix Role: Customer Product Trainer & Content Manager Location: London / Hybrid Start Date: July 2026

Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self-starter with experience in Customer Success. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry, apply now!

Who are we?

• Wealth Dynamix helps to relieve the burden of client management issues for wealth management and private banking firms with innovative technology. • We provide Relationship Managers with a multi-award-winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client. • We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.

What is the role?

This job description sets out the scope of the role of Customer Success Content Manager at Wealth Dynamix. It does not include or define all tasks which the post holder may be expected to carry out. Duties may vary from time to time without changing the nature of the post or the level of responsibility.

Main Purpose of Role

The Customer Product Trainer & Content Manager plays a crucial role in ensuring that customers have a positive experience and are able to achieve their desired outcomes with the products and services provided by Wealth Dynamix. This role focuses on building and managing a strong customer community and creating educational resources to support customer engagement and product knowledge.

The ideal candidate will be customer-focused, with strong content creation skills, and have experience working in SaaS and customer success environments. You will contribute to our community platform and academy by creating valuable content that enhances customer understanding and interaction with our CLMi product.

This role provides a fantastic opportunity for a Customer Success Content Manager to contribute to the growth of our customer success initiatives by enhancing our community and training offerings. You will play a key role in delivering a positive customer experience, driving engagement, and improving customer knowledge and satisfaction with our CLMi product.

Responsibilities:

Community Management:

• Content Creation: Develop and maintain articles, FAQs, and guides to support customers in using our products, with a focus on new features and system updates. • Customer Engagement: Encourage customers to contribute to the community by sharing their questions, challenges, and ideas for new features. • Moderation: Serve as a community moderator, ensuring content adheres to company guidelines and policies while fostering a positive and helpful environment. • Influencing Product Development: Work closely with customers to collect feedback and ideas for new product features that can improve their experience with the CLMi product.

Live & Implementation Training Delivery:

• Design and deliver live customer training sessions during implementations, both on-site and virtually, in collaboration with Customer Success Managers. • Create structured training agendas and tailored learning journeys aligned to client use cases, roles, and maturity levels. • Develop customised training materials and guides to support full-day or multi-session training workshops. • Facilitate interactive training sessions that drive product adoption, confidence, and long-term customer success.

Academy & Training Development:

• User Guides: Build and maintain comprehensive user guides that help both new and experienced users understand and leverage the CLMi product’s features. • Training Program Design: Develop training plans for super users, enabling them to get certified and gain deep knowledge of our product before its release to the wider customer base. • Video Content Creation: Create engaging and informative training videos to explain product features and best practices. • Certification & Awards Program: Contribute to the creation of certifications for CLMi users and an awards program to recognize top contributors and product advocates in the community.

Knowledge Base Promotion:

• Internal & External Communication: Promote the use of the CLMi knowledge base to both customers and internal stakeholders, ensuring everyone is well-informed on product functionality and updates. • Product Advocacy: Act as a product advocate, helping users maximize the value they gain from the CLMi platform by delivering top-notch educational content and resources.

Why should you apply?

• This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available. • You will work on a 100% cloud-only SaaS product, based on Azure and leveraging latest web technologies such as Kubernetes, using the near latest version of DotNet Core (5.0) • With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities. • We take career progression seriously, with investment into the WDX Academy for new and existing employee learning and development. • You will have the flexibility to work from home, in the office or remotely.

Who is best suited to this role?

Customer Success & SaaS Experience:

• SaaS & Customer Success: 2-3 years’ experience in a SaaS environment, preferably in customer success or a customer-facing role. • Community Contribution: Prior experience contributing to or managing a software community, including content creation and moderation. • Product Knowledge: Understanding of product-driven environments where identifying and solving customer issues is essential.

Content Creation & Training:

• Writing & Communication: Outstanding written and verbal communication skills to create clear, concise, and engaging content for different audiences. • Training Development: Experience in creating training materials, including videos, guides, and user certification programs, to help customers understand complex software features.

Customer-First Mindset:

• Relationship Building: Ability to build strong relationships with customers and internal teams, ensuring trust, credibility, and a customer-first approach in all interactions. • Proactive Problem Solving: A proactive mindset, constantly seeking to tackle new challenges, identify customer needs, and provide innovative solutions.

Critical Thinking & Continuous Improvement:

• Problem-Solving Skills: Excellent problem-solving and critical-thinking skills, able to filter through noise and focus on meaningful improvements. • Adaptability & Growth Mindset: Ability to self-reflect, learn from challenges, and continuously improve both individual and team performance.

Training Facilitation (Desirable):

• Experience delivering live customer training sessions (virtual and/or on-site), including the creation of tailored agendas, training guides, and implementation-focused learning content.

Tools & Platforms (Desirable):

• Familiarity with Zendesk or similar customer support / knowledge base platforms for publishing training content and release notes. • Strong PowerPoint skills, with the ability to create polished, customer-ready training presentations. • Experience with video creation and basic editing tools to support scalable, self-service learning content.

FinTech & Wealth Management Knowledge (Desirable):

• Industry Knowledge: An interest or background in FinTech, Wealth Management, or the financial services industry is a plus. • Certification Development: Experience in contributing to the development of software certification programs is beneficial but not essential.

We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.