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Job Description

This Client Experience Lead will serve as a senior relationship manager, resolving escalations and guiding complex service needs. Lead, mentor, and grow a high-performing team of Client Experience Associates. Coordinate and execute operational workflowsfrom onboarding to transferswith precision. Act as the operations partner for advisors, executing and tracking action items post-client meetings. Manage critical relationships with custodians and third-party vendors (e.g., CS, Fidelity, GS). Identify and escalate operational trends to inform system-wide improvements. Drive process innovationdeveloping best practices that evolve with our business and clients.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

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Skills and Requirements

5 years of experience in client facing roles in financial services

2 years as a leader

Experience with Annuities

Familiar with fidelity, Goldman Sachs, or Charles Schwab null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].