Farther
Senior Manager, Client Experience
Hybrid - Dallas, TX · Senior
Sponsorship not specifiedDetected 63 days ago
Project ManagementPerformance ManagementLeadershipCommunicationProblem SolvingMentoring
About the role
- 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.
Responsibilities
- Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management
- Drive strategic initiatives to enhance client satisfaction and retention
- 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
- Strong leadership skills with a proven track record of developing high-performing teams
- Exceptional communication and relationship-building abilities
- Chart your own growth path as we expand
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
- You'll oversee the execution of financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs.
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
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This listing is sourced directly from Farther's careers page and normalized into a canonical job model.