Customer Experience Manager, Core Services

📋 Description

• Lead a high-performing, customer-facing team, focusing on metrics
• Foster an inclusive, values-aligned team culture
• Coach and develop teammates to hit performance targets
• Resolve complex customer issues on equities, corporate actions, and markets
• Provide equities expertise including options, margin, futures

🎯 Requirements

• Active FINRA Series 7, 63, and 24 licenses required; Series 66 within 90 days
• Leadership experience (Team Lead/Supervisor/Manager) required
• Strong interpersonal and communication skills; mentoring passion
• Deep knowledge in equities, corporate actions, retirements
• Comfortable leading through ambiguity and organizational change

🎁 Benefits

• Challenging, high-impact work to grow your career
• Performance-driven rewards; equity and 401(k) matching
• Comprehensive health insurance for employees and dependents
• Lifestyle wallet for flexible benefits spending
• Life and disability insurance, fertility, and mental health support
• Paid time off, holidays, sick time, parental leave