Copy of Advisor Experience Manager
Skills
- Strong relationship management and client-facing experience in financial services or wealth management
- Proven ability to manage complex, multi-stakeholder projects and competing priorities
- Excellent written and verbal communication skills with the ability to build trust quickly
- High attention to detail and organizational skills to manage multiple advisor transitions concurrently
- Experience coordinating across departments to deliver cohesive client experiences
- Proactive problem-solving and escalation management
- Familiarity with CRM and project management tools
Responsibilities
- Serve as the dedicated point-of-contact for assigned advisors from contract signature through full integration, maintaining proactive weekly communication
- Collaborate with Sales prior to Discovery Day to capture advisor motivations, goals, and potential concerns
- Create comprehensive Advisor Profiles and practice blueprints to guide execution
- Coordinate with Transition Pods and Relationship Associates to ensure launch milestones are met on time
- Capture advisor goals, client segmentation, and technology ecosystem requirements for smooth handoffs
- Own escalation resolution for transition-related issues and coordinate cross-departmental solutions
- Complete pre-Day-One readiness audits and conduct transition closure debriefs to gather feedback
- Drive continuous improvement of onboarding processes based on advisor feedback and metrics
Education
- Bachelor's degree in business, finance, or related field preferred or equivalent professional experience
- Relevant industry certifications (e.g., CFP) are a plus but not required
- Demonstrated professional experience in wealth management, RIA services, or fintech
Benefits
- Competitive compensation package that rewards impact
- Full health benefits
- 401(k) matching and Roth IRA options
- Unlimited PTO
- Opportunities for career growth at a fast-scaling startup
- Work alongside experienced fintech and wealth-management leaders
Average salary estimate
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