Advisor Experience Manager

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Father Gabriel Richard High School - Ann Arbor, Michigan

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Education • Non-profit • Social Impact

Father Gabriel Richard High School is an authentic Catholic school community located in Ann Arbor, Michigan. The institution fosters growth through intentional faith formation and education based on Christian ideals, aiming to develop students intellectually, spiritually, and personally. With over 150 years of history, FGR emphasizes academic excellence, creativity, and sportsmanship, offering a range of programs in literature, mathematics, sciences, and the arts, alongside various extracurricular activities.

51 - 200 employees

Founded 1868

📚 Education

🤝 Non-profit

🌍 Social Impact

📋 Description

• 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

• Full health benefits + 401(k) matching & Roth IRA options • Unlimited PTO