Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Experience Lead — WealthTech

Cardata

Cardata is looking for a Senior Client Experience Associate in Dallas, Texas to enhance the wealth management experience for advisors and clients. You'll be responsible for onboarding, addressing inquiries, and ensuring satisfaction through effective communication and detailed account management. The ideal candidate has a bachelor’s degree and at least 6 years in a client-facing financial services role. Strong communication and organizational skills are required. Join us to innovate in the wealth management industry! #J-18808-Ljbffr Cardata

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Client Experience Lead — WealthTech in Dallas, TX vacancy
  • $27 per hour

     ...immigration law firm in Dallas is seeking a Sr. Intake Specialist to provide elevated support to clients and teams. The role involves training team members, improving client experiences, and monitoring consultations. Ideal candidates will possess analytical skills, be fluent... 
    Senior

    Lisinski Law Firm

    Dallas, TX
    5 days ago
  • Cotality is seeking a Sr. Client Success Manager to enhance client relationships and drive retention. The role involves managing client...  ...expectations. The ideal candidate will have over 6 years of experience in client success, preferably in the mortgage sector, and possess... 
    Senior

    Cotality

    Dallas, TX
    5 days ago
  • $65k

    A leading consulting firm in Dallas is seeking a Senior KYC / Onboarding Lead to oversee the onboarding process for an alternative investments client. Key responsibilities include managing workflows, engaging...  ...have over 3 years of KYC experience within Financial Services... 
    Senior
    Contract work

    G MASS Consulting

    Dallas, TX
    5 days ago
  •  ...services company based in Dallas is seeking a Senior Site Account Manager (SSAM) to oversee...  ...candidate needs extensive construction experience, particularly in estimating, and must...  ...inspections, proposal writing, and managing client relationships. This role requires a... 
    Senior

    Chamberlin Roofing & Waterproofing

    Dallas, TX
    4 days ago
  • G MASS Consulting is seeking a Senior KYC / Onboarding Lead to support a financial services firm in Dallas, Texas. This role is client-facing and requires expertise in onboarding,...  ...to ensure timely onboarding execution. Experience in KYC within financial services, particularly... 
    Senior

    G MASS Consulting

    Dallas, TX
    6 days ago
  • Terracon is seeking a Client Development Representative in Dallas, Texas, responsible for building long-term client relationships and...  ...Marketing or a related field with at least 5 years of relevant experience. A Master’s degree is preferred. A valid driver's license may be... 
    Senior

    Terracon

    Dallas, TX
    3 days ago
  • $85k - $100k

     ...regional public accounting firm in Dallas is seeking a Senior Consultant to lead client engagements and mentor junior team members. The role requires...  ...degree in Accounting and 3-5 years of public accounting experience. Responsibilities include ensuring compliance, building... 
    Senior

    Lgt CPA

    Dallas, TX
    5 days ago
  •  ..., tailored wealth management experience. Farther’s founders are leaders...  ...about helping their clients and our teammates achieve more...  ...management with you. The Role As a Senior Client Experience Associate,...  ...company, but on the entire wealthtech industry. Your Impact Act as... 
    Senior
    Work experience placement

    Cardata

    Dallas, TX
    5 days ago
  • The Role As a Senior Manager of Client Experience, you will lead a team responsible for delivering a world-class wealth management experience for Farther advisors...  ...impact - not just on the company, but on the entire wealthtech industry. Your Impact Lead and develop a team of... 
    Senior

    Cardata

    Dallas, TX
    6 days ago
  •  ...established engineering firm is seeking a Senior Geotechnical Engineer to lead complex projects in Dallas. The role includes mentoring, client interactions, and technical leadership,...  ...significant geotechnical engineering experience, a relevant degree, and a Texas PE... 
    Senior

    LVI Associates

    Dallas, TX
    2 days ago
  • $65k

    Our client's Networks group offers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory requirements...  .... We are seeking a Senior KYC / Onboarding Lead to work...  ...and efficient onboarding experience. Rapidly develop expertise in... 
    Senior
    Permanent employment
    Contract work
    Work at office

    G MASS Consulting

    Dallas, TX
    4 days ago
  •  ...Jones in Dallas, Texas is seeking a passionate Tax Lead Advisor to develop relationships with clients and provide high-quality tax and planning advice. This...  ...CPA, JD or EA, and a minimum of 5 years of relevant experience. The position includes supervising tax return... 
    Senior
    Full time

    Brighton Jones

    Dallas, TX
    4 days ago
  •  ...Executive - Global Executive Search Agency is looking for a Senior Client Advisor to lead its Dallas office. This role involves promoting residence...  .... The ideal candidate should have at least five years of experience in client-facing roles within investment, insurance, or... 
    Senior
    Work at office

    AP Executive - Global Executive Search Agency

    Dallas, TX
    6 days ago
  •  ...unified source of truth that empowers our clients with real-time, actionable insights. We...  ...career with purpose. The Client Solutions Lead is a client-facing functional expert...  ...processes. What You’ll Bring 5+ years of experience in a client‑facing solutions, reporting,... 
    Senior
    Work at office
    Visa sponsorship
    Flexible hours

    Siepe

    Dallas, TX
    5 days ago
  •  ...Tilly Advisory Group, LP is seeking a Tax Senior Manager to provide federal tax...  ...services. In this role, you will manage client relationships and mentor a team of professionals...  ...in tax services with at least 5 years of experience in a professional services firm. Baker... 
    Senior

    Baker Tilly Advisory Group, LP

    Dallas, TX
    2 days ago
  • A leading advisory firm in Dallas is seeking an experienced Tax Senior Manager for Private Client Services. The role involves managing tax engagements for high net-worth clients...  ...Ideal candidates will have significant experience in accounting or finance, strong leadership... 
    Senior

    BDO Capital Advisors, LLC

    Dallas, TX
    4 days ago
  •  ...x Recruiting is seeking a Public Tax Senior Manager, CPA in Dallas, TX. The successful...  ...tax compliance and planning while leading teams and managing client relationships. This role requires a minimum of 7 years of relevant experience and a CPA or EA certification. The... 
    Senior

    100x Recruiting

    Dallas, TX
    4 days ago
  •  ...for the brand, focusing on Ready-To-Wear styling, supporting the retail team in client interactions, and fostering long-term loyalty. The role requires a minimum of 5 years of experience in luxury retail and a proven track record of building client relationships. Responsibilities... 

    brobstongroup.com - Jobboard

    Dallas, TX
    2 days ago
  •  ...comprehensive, tailored wealth management experience. Farther’s founders are leaders and...  ...who are passionate about helping their clients and our teammates achieve more. If you’re...  ...and advisor support, purpose‑built for a senior Managing Director who serves high‑net‑worth... 
    Shift work

    Farther

    Dallas, TX
    2 days ago
  • Knoll Inc. seeks a Showroom Experience Manager in Dallas, Texas, to enhance client engagement through seamless event execution and exceptional hospitality. This role involves managing showroom operations and staff while ensuring that client experiences align with the MillerKnoll... 

    Knoll Inc.

    Dallas, TX
    3 days ago
  • Company in Dallas seeks an experienced Hospitality Manager to own the external client experience through event planning and execution. You will manage every aspect of events, from logistics to client feedback. The role requires flexibility for travel, and collaboration... 

    Company

    Dallas, TX
    6 days ago
  • Farther in Dallas is seeking a Senior Managing Director to support high-net-worth families...  ...financial planning. This role combines client operations and advisor support, focusing...  .... Candidates should have 5+ years of experience in financial services, particularly with... 

    Farther

    Dallas, TX
    2 days ago
  • Knoll Inc. is seeking a Showroom Experience Manager for its Dallas location. The role focuses on delivering exceptional client engagement experiences and managing operational logistics at the showroom. You will lead a team, curate unique engagement agendas, and ensure... 

    Knoll Inc.

    Dallas, TX
    5 days ago
  • Always Best Care Senior Services - Dallas, TX is seeking a compassionate Client Care Manager to ensure seniors receive exceptional care in their homes. You will...  ...candidate has excellent communication skills and experience in healthcare or customer service management. This... 
    Senior

    Always Best Care Senior Services - Dallas, TX

    Dallas, TX
    6 days ago
  • Senior Client Manager/ Team Lead for Commercial P&C SUMMARY: The Senior Client Manager/ Team Lead works with and supports Producers, Client Advocates...  ...; college degree preferred. Five or more years of experience in mid‑size brokerage or independent agency. Proficiency... 
    Senior
    Work at office
    Local area
    3 days per week

    Epic Insurance

    Addison, TX
    2 days ago
  • Miebach in Dallas is seeking a Senior Client Success Lead with expertise in the Life Sciences industry. The role involves managing and growing...  ...chain challenges. The ideal candidate will have 7-15 years of experience and a strong problem-solving capability. As a trusted... 
    Senior

    Miebach

    Dallas, TX
    6 days ago
  • T1 Energy in Dallas, Texas, is looking for a Senior HR Onboarding Coordinator to enhance the employee onboarding experience, ensuring new hires successfully integrate into the organization. This position serves as a liaison among HR, hiring managers, and new employees,... 
    Senior

    T1 Energy

    Dallas, TX
    6 days ago
  •  ...in Texas is seeking a seasoned Registered Professional Land Surveyor to lead their Surveying Department. The ideal candidate will have an active RPLS license and a minimum of 8 years of experience in land surveying. Responsibilities include managing survey teams, ensuring... 
    Senior

    The Misch Group

    Dallas, TX
    3 days ago
  • A leading regional bank in Dallas is seeking a seasoned corporate banker to manage client relationships and deliver customized financial solutions. The ideal candidate will have over 10 years of experience in corporate banking, with proven success in portfolio growth and... 
    Senior

    Texas Capital Bank

    Dallas, TX
    4 days ago
  •  ...financial advisory firm in Texas is seeking a Senior Valuation Professional to manage engagements, develop client relationships, and mentor junior staff. The ideal...  ...or accounting, over 5 years of relevant experience, and advanced knowledge in valuation theory. Proficiency... 
    Senior
    Work at office

    Mercer Capital

    Dallas, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Experience Lead — WealthTech. Be the first to apply!