Wealth Tech Client & Advisor Experience Manager (Remote)
Focus Financial Consultants
- Remote job
Focus Financial Partners in the United States is seeking a Manager, Client & Advisor Experience who will lead a team responsible for deploying, adopting, and improving advisor-facing wealth technology. You will partner with internal stakeholders and vendors to ensure tools are secure, accessible, and well-integrated, with a focus on advisor workflows. The role combines product ownership, operating discipline, and people leadership, with preference for St. #J-18808-Ljbffr Focus Financial Consultants
$250k
...freedom. Empower Yourself. The Client Experience Specialist is responsible for... ...development opportunities in relationship management. This role will work in our Wealth Management segment, serving... ...state or local law. ***For remote and hybrid positions you will be...Remote work16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a 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’...SuggestedFull timeWork at office
$250k
...financial freedom. Empower Yourself. The Client Experience Specialist is responsible for... ...opportunities in relationship management. This role will work in our Wealth Management segment, serving... ...by applicable state or local law. Remote and Hybrid Positions For remote and...Remote work16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...and a substantial remote global workforce.... ...Consultant / Project Manager to drive the... ...financial services client. This role combines... ...strong background in Wealth Management,... ...workshops with client advisors to map end-to-end... ...Requirements ~8+ years of experience in consulting,...Remote workLocal area
- ...and led by a forward-thinking management team, ISC is combining the... ...the intersection between user experience, data, and AI/ML to optimize... ...from home reimbursement for remote/hybrid roles Canary emergency... ...match contribution Addition Wealth Financial Wellness Program Various...Remote workTemporary workLive inLocal areaWork from homeShift work
- ...Partner closely with product management, engineering, and data science... ...Qualifications Required Experience & Background ~8+ years of product... ...marketing roles at ad tech, fraud prevention, cybersecurity... ...Work Style Remote-first — work from the DC or NY...Remote workFull timeCasual workWork at officeLocal areaFlexible hours
$60k - $80k
...Job Description Remote Customer Support Rep - $60-$80k (Wealth Tech) Permanently 100%... ...CRM for financial advisors. We're thrilled... ...enterprise firms to manage their current book... ...Support Rep with experience in the following:... ...communicating with clients via phone, email,...Remote jobOngoing contractLocal areaImmediate start$136k - $185k
...personalized customer experiences across... ...customer relationship management, loyalty, and... ..., for our clients, for the industry... ...supporting an Insurance/Wealth Management... ...a trusted advisor to the client and... ..., B2B, High Tech) To be successful... ...designated as remote, depending on the...Remote workFull timeTemporary workWork at officeLocal areaFlexible hours2 days per week3 days per week- ...practice and a high-tech work environment.... .... Our diverse client base includes industries... ...ability to work remotely. Meals and snacks... ...Supervisor – Family Wealth Services Group (... ...Tax) Reports To: Manager Department:... ...requirements: ~5+ years of experience in public...Remote workTemporary workFor contractorsSummer workCasual workLocal areaFlexible hours
- ...Head Of Customer Experience At Tiger Data, formerly Timescale, we empower... .... As a globally distributed, remote-first team committed to direct... ...and trust. This is not a "manage from the sky" role. You'll... ...find your community here. Our Tech Stack: We don't require...Remote workShift work
- ...of developers, engineers, and tech innovators building state-of-... ...to crafting intuitive user experiences, we are pushing boundaries every... ...to lead and elevate our remote customer operations. This role... ...service level standards, workforce management practices, scheduling,...Remote workTemporary workFlexible hours
$170k - $300k
...looking for a Director of Premium Customer Experience & Wealth Integration to lead a high-impact team... ...of experience in customer experience management, product management, or marketing... ...days in the office with 2 days working remotely, giving you the flexibility to work effectively...Remote workFull timeWork at office$80k
...Combinator and notable figures in tech and entertainment, and we are... ...Description The Customer Experience Manager actively aligns the goals of... ...humility; de-escalation and client retention experience; must be... ...cannabis startup in the U.S.; fully remote, high-impact, high-ownership...Remote workContract workInterim roleLocal area$104k - $143k
...offline. At Faire, we're using the power of tech, data, and machine learning to connect... ...join ours.About this roleThe Workplace Experience Manager owns the day-to-day experience of Faire... ...will have the flexibility to work remotely up to 4 weeks per year. Specific Workplace...Remote workFull timeFor contractorsWork experience placementWork at officeLocal areaMonday to FridayFlexible hours3 days per week$160k
...and the UK. The Insurance & Wealth Solutions Team at Empathy... ...life insurance carriers, wealth managers, retirement organizations,... ...development leaders with diverse experience and expertise, united by a... ...lunches for our NYC office, and a remote employee stipend, we...Remote workContract workWork at officeFlexible hours$126k - $171k
...that optimize every outdoor experience and inspire confidence to get... ...further. We’re a high-growth tech company. The pace is fast, the... ...staffing models, queue management, performance metrics, and seasonal... ...Position open until filled. #LI-Remote At onX, we believe that...Remote workPermanent employmentFull timeSeasonal workWork at officeRelocationRelocation packageFlexible hoursShift work$170k - $200k
...Health is on an aggressive, tech-first mission to uplift as many... ..., expanding our distributed remote team to support millions of patients... ..., and sales-focused SDR Manager to lead and scale our... ...capacity. Mandatory Leadership Experience: At least 1+ years of active...Remote workPermanent employmentFull timeLocal areaImmediate startHome officeFlexible hoursShift work$20 - $27 per hour
...Customer Experience Specialist II Integrated Specialty... ...by a forward-thinking management team, ISC is combining... ..., Compliance, Tech) Serve as a go-to resource... ...to work schedule ~ Remote workspace: dedicated,... ...contribution ~ Addition Wealth Financial Wellness...Remote workHourly payTemporary workLive inLocal areaWork from home$1,250 per month
Scalesource is seeking a remote Customer Service & Administrative Assistant to take ownership... ...candidate will have over 3 years of experience in customer service and must be fluent in Armenian. Responsibilities include managing all customer interaction channels, keeping...Remote job- ...About the role We’re looking for an Employee Experience Manager to create an exceptional workplace environment for our Thatch team. You’ll be... ...high‑growth companies Planning large, multi‑day events with a remote workforce Optimistic orientation towards work and ability to...Remote workWork at office
- A leading consulting firm is seeking a Project Manager with a strong background in Wealth Management. This remote role involves leading end-to-end projects, ensuring... ...include exceptional stakeholder management and experience with Microsoft tools. The ideal candidate...Remote work
- ...largest data sets, we help advisors/advisers and agents... ..., seamless digital experience - from proposal to... ...financial futures of their clients. Overview As a global... ...that could sit remote if outside an office... ...advanced knowledge of the wealth management industry, including...Remote workWork at officeFlexible hours
- ...services relationship management career? Vanguard is seeking... ...our growing Advice & Wealth Management division as... ...ultra-high-net-worth clients, each holding between... ...exceptional experiences through education, guidance... ...Tuesdays through Thursdays, remote Mondays and Fridays —...Remote workFull timeWork at officeRelocation packageMonday to Friday
$500 per month
...Custody Manager Remote - EMEA Who We Are: Alpaca is a... ...-dealers, investment advisors, wealth managers, hedge funds... ...Horizons Ventures, Opera Tech Ventures, SBI Group,... ...administration of client securities assets at... ...Haves) ~7+ years of experience in securities custody...Remote workHome office- Empower Retirement, LLC in Overland Park, KS is seeking a Client Experience Specialist to support four advisory practices and deliver a differentiated... ...financial services or client services, strong communication, and the ability to manage #J-18808-Ljbffr Empower Retirement, LLCRemote job
$100k - $125k
...longer cut it in today's hybrid and remote-first environment. With Benepass, companies... ...of 2023 TEAM & ROLE As the Manager of Customer Experience, you will report to the Senior Director... ...teams in SaaS, healthcare, HR tech, insurance, fintech, or another complex...Remote workFull timeWork at officeImmediate startWork from homeFlexible hours$40k - $60k
...Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish | Path... ...(Upland, CA) Industry: Wealth Management / Financial... ...Life Insurance license Experience in a Wealth Management / RIA... ...Compensation Remote (Exceptional): $40,000 –...Remote workWork at office- ...McorpCX have been pioneers in the customer experience (CX, EX and now XM) movement since 2002,... ...firm, McorpCX helps a growing and loyal client family—from Global 500 leaders to... ...of their customer experience, measuring, managing and improving customers' experiences using...Remote workWork at officeLocal areaWork from homeFlexible hours
$201k - $342k
...a premier global asset management organization with more than 85 years of experience, we provide investment... ...capabilities to individuals, advisors, institutions, and... ...meaningful partnership so our clients can feel more confident... ..., Washington and remote workers$221,000.00 - $3...Remote workFull timeLocal areaWork from home3 days per week$21 - $23 per hour
Customer Experience Specialist (Fixed-Term) ABOUT onX We’re a team of... ...further. We’re a high-growth tech company. The pace is fast,... ...report to a Customer Experience Manager. WHAT YOU'LL DO - Essential... ...WORK Missoula, Bozeman , or remote from Montana . Our Customer Experience...Remote workFixed term contractWork at officeWork from homeHome officeFlexible hoursShift workWeekend work
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