Father Gabriel Richard High School - Ann Arbor, Michigan

Senior Manager, Client Experience

Father Gabriel Richard High School - Ann Arbor, Michigan

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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Job Level

Senior

About the role

  • Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management
  • Establish service standards and operational procedures to ensure consistency and excellence across the client experience function
  • Drive strategic initiatives to enhance client satisfaction and retention
  • Oversee the resolution of complex client inquiries and escalated issues
  • Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions
  • Build and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendors
  • Analyze client experience metrics and provide insights to senior leadership on trends and opportunities

Requirements

  • Bachelor's degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience
  • Strong leadership skills with a proven track record of developing high-performing teams
  • Exceptional communication and relationship-building abilities
  • Comprehensive understanding of wealth management operations and custodial platforms
  • Experience implementing process improvements and operational efficiencies
  • Strategic thinker with excellent problem-solving skills
  • Ability to thrive in a fast-paced, high-growth environment
Benefits
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • 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.

Hard Skills & Tools
client experience managementoperations managementprocess improvementsoperational efficiencieswealth management operationscustodial platforms
Soft Skills
leadershipcoachingmentorshipperformance managementcommunicationrelationship-buildingstrategic thinkingproblem-solving
Certifications
Bachelor's degree