Customer Experience Manager - Concierge Relationship Management

📋 Description

• Lead, coach, and develop Relationship Managers to drive performance.
• Establish team goals, KPIs, and rhythms to boost engagement and asset growth.
• Oversee interactions delivering financial planning, tax, estate planning, and support.
• Partner with product, compliance, legal, and providers to improve workflows.
• Monitor performance with data, coaching, and process optimization.
• Drive initiatives to increase engagement, asset consolidation, and product adoption.

🎯 Requirements

• Current Series 7 and 66, or ability to acquire within 120 days
• Series 24 or 9/10, or ability to acquire within 120 days
• CFP® certification highly desired
• 7+ years in financial planning, banking, wealth management, or related roles
• Ability to build and explain long-term financial plans including tax and estate needs
• Willingness to leverage AI tools to boost productivity and innovation

🎁 Benefits

• Challenging, high-impact work to grow your career.
• Performance-based pay with bonuses, equity, and 401(k).
• Best-in-class benefits including 100% paid employee health insurance.
• Lifestyle wallet for wellness, learning, and more.
• Employer-paid life and disability insurance, fertility, and mental health.
• Generous time off: holidays, PTO, sick time, and parental leave.