u003ch3u003eThe Roleu0026nbsp;u003c/h3u003enu003cpu003eAs a Senior Manager of Client Experience, you will lead a team responsible for delivering a world-class wealth management experience for Farther advisors and clients. You'll oversee the execution of financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will collaborate closely with our Product and Engineering teams to continually push the boundaries of wealth management and develop your team members. As a people manager within Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.u003c/pu003enu003ch3u003eYour Impactu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eLead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance managementu003c/liu003enu003cliu003eEstablish service standards and operational procedures to ensure consistency and excellence across the client experience functionu003c/liu003enu003cliu003eDrive strategic initiatives to enhance client satisfaction and retentionu003c/liu003enu003cliu003eOversee the resolution of complex client inquiries and escalated issuesu003c/liu003enu003cliu003ePartner with Product and Engineering teams to identify and implement process improvements and new client-facing solutionsu003c/liu003enu003cliu003eBuild and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendorsu003c/liu003enu003cliu003eAnalyze client experience metrics and provide insights to senior leadership on trends and opportunitiesu003c/liu003enu003c/ulu003enu003ch3u003eThe Ideal Matchu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eBachelor's degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experienceu003c/liu003enu003cliu003eStrong leadership skills with a proven track record of developing high-performing teamsu003c/liu003enu003cliu003eExceptional communication and relationship-building abilitiesu003c/liu003enu003cliu003eComprehensive understanding of wealth management operations and custodial platformsu003c/liu003enu003cliu003eExperience implementing process improvements and operational efficienciesu003c/liu003enu003cliu003eStrategic thinker with excellent problem-solving skillsu003c/liu003enu003cliu003eAbility to thrive in a fast-paced, high-growth environmentu003c/liu003enu003c/ulu003enu003ch3u003eBonus Pointsu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eAdvanced knowledge of financial products, including separately managed accounts (SMAs) and alternative investmentsu003c/liu003enu003cliu003eExperience working with high-net-worth clientsu003c/liu003enu003cliu003eBackground in fintech or wealth management technology platformsu003c/liu003enu003cliu003eProject management certification or experienceu003c/liu003enu003c/ulu003enu003ch3u003eWhy Join Usu003c/h3u003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003e