Father Gabriel Richard High School - Ann Arbor, Michigan

Advisor Experience Manager

Father Gabriel Richard High School - Ann Arbor, Michigan

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Serve as the dedicated point of contact for assigned advisors throughout their entire transition journey, maintaining proactive weekly communication
  • Collaborate with Sales before Discovery Day to understand advisor motivations, goals, and potential concerns
  • Create comprehensive Advisor Profiles and practice blueprints that inform all subsequent execution tasks
  • Coordinate seamlessly with Transition Pods and Relationship Associates to ensure each launch milestone is met on time
  • Capture advisor goals, client segmentation, and technology ecosystem requirements for smooth handoffs
  • Own escalation resolution for all transition-related issues, coordinating solutions across Farther departments
  • Deliver personalized, concierge-level service that makes advisors feel valued and confident in their decision to join Farther
  • Complete pre-Day-One readiness audits for all assigned advisors according to the schedule
  • Conduct transition closure debriefs and gather advisor feedback to drive continuous improvement

Requirements

  • 5+ years of experience in client-facing relationship management, account management, or advisor services within wealth management or financial services
  • Proven track record of managing complex, multi-stakeholder projects with competing priorities
  • Exceptional communication and interpersonal skills with the ability to build trust quickly
  • Experience coordinating across multiple departments to deliver seamless customer experiences
  • Strong organizational skills and attention to detail, with the ability to manage numerous advisor transitions simultaneously
  • Proactive problem-solver who anticipates needs and removes obstacles before they become issues
  • Comfortable working in a fast-paced, high-growth startup environment
  • Demonstrated ability to meet or exceed customer satisfaction metrics
Benefits
  • Competitive comp package that rewards impact
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
communication skillsinterpersonal skillsorganizational skillsattention to detailproblem-solvingrelationship managementproject managementcustomer satisfactiontrust buildingcoordination