Customer Experience Manager, Investment Accounts

📋 Description

• Lead a high-performing customer experience team
• Coach, develop, and inspire team members
• Achieve performance targets across metrics
• Provide expertise in equities and market topics
• Resolve complex stock trading and corporate actions issues
• Ensure inclusive, values-driven team culture

🎯 Requirements

• Active FINRA Series 7, 63, and 24 licenses; Series 66 within 90 days
• Prior leadership experience (team lead/supervisor/manager)
• Strong communication skills and mentorship passion
• Deep knowledge of equities, corporate actions, retirements
• Comfortable leading through ambiguity and change
• Customer-focused with ability to escalate complex issues

🎁 Benefits

• Challenging, high-impact work to grow your career
• Performance-based pay with equity and 401(k) matching
• 100% paid health insurance for employees
• Lifestyle wallet for wellness and learning
• Employer-paid life and disability insurance, fertility benefits
• Time off to recharge, holidays, PTO, parental leave