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Senior Manager, Client Experience

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đź•’ April 1

🏢🏡 Dallas – Hybrid

⏰ Full Time

đźź  Senior

đź‘” Manager

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Logo of Father Gabriel Richard High School - Ann Arbor, Michigan

Father Gabriel Richard High School - Ann Arbor, Michigan

WebsiteLinkedIn

51 - 200 employees

Founded 1868

📚 Education

🤝 Non-profit

🌍 Social Impact

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.

đź“‹ Description

• 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

Apply Now

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