Lead Client & Advisor Experience Manager
St. Louisremotemanager$100K – $125K
via Greenhouse
About this role
Position Summary
The Lead Client & Advisor Experience Manager is an individual contributor on the Focus Client & Advisor Experience team responsible for the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology.
This person will serve as the primary point of contact for assigned tools which may include planning platforms, reporting engines, and productivity tools, among other technologies. The Lead Client & Advisor Experience Manager will partner with internal stakeholders and vendors to ensure the toolset is secure, accessible, well-permissioned, fully functional and connected via reliable data integrations.
This role is well suited for someone who combines product ownership, operational discipline, and a strong understanding of advisor workflows.…
Read the full description on Focusfinancialpartners's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
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