Director of Client and Advisor Experience

Overview

Role focused on defining and executing client and advisor experience strategies.

Ideal candidate has 7+ years in financial services with a strong impact record in client or advisor experience.

Locations

• United States

Requirements

• 7+ years experience in financial services
• Strong evidence of impact in past roles
• Experience with Omni Channel service delivery

Responsibilities

• Map current omni-channel service model
• Translate service experience to target future state
• Define roles across advisors
• Inform approach with market analysis
• Codify playbook into business requirements
• Oversee custom Salesforce instance
• Define client and advisor experience metrics
• Review market for advisor solutions

Benefits

• Health insurance
• 401k with 5% match
• Attractive total compensation package