Senior Manager, Client Experience

Lead client experience team, enhance satisfaction, drive strategic initiatives.

Job Description

Farther is seeking a Senior Manager of Client Experience to lead a team delivering a world-class wealth management experience. This role involves overseeing financial operations, collaborating with Product and Engineering teams, and developing team members. The Senior Manager will have a significant impact on the company and the wealthtech industry.

Responsibilities:

Lead and develop a team of Client Experience Managers and Associates.
Establish service standards and operational procedures.
Drive strategic initiatives to enhance client satisfaction and retention.
Oversee the resolution of complex client inquiries and escalated issues.
Partner with Product and Engineering teams to identify and implement process improvements.
Build and maintain relationships with key stakeholders.
Analyze client experience metrics and provide insights to senior leadership.

Requirements:

Bachelor's degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience
Strong leadership skills with a proven track record of developing high-performing teams
Exceptional communication and relationship-building abilities
Comprehensive understanding of wealth management operations and custodial platforms
Experience implementing process improvements and operational efficiencies
Strategic thinker with excellent problem-solving skills
Ability to thrive in a fast-paced, high-growth environment