Manager, Client & Advisor Experience

Lead a team responsible for the success and improvement of advisor-facing wealth technology tools, including planning platforms and reporting engines. Partner with internal teams and vendors to ensure tools are secure, accessible, and well-integrated. This role requires product ownership, operational discipline, and strong leadership skills.

• Own success and adoption of advisor-facing wealth technology tools
• Lead, coach, and develop a team
• Act as product owner and primary point of contact for assigned tools
• Manage vendor relationships and roadmap discussions
• Identify friction points and translate feedback into requirements
• Project manage cross-functional initiatives

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.