Manager, Advisor Experience
Core
Lead enterprise customer experience strategy for financial advisors in wealth management, transforming feedback into action to build trust and loyalty.
Role type
Manager, Customer Experience Strategy
Builds
Seamless customer journeys across digital and human touchpoints for 10,000+ financial advisors
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Customer experience strategy, Voice of the Customer insights, Customer journey mapping, Data interpretation, Change management, Design thinking
Preferred skills
CCXP certification, Customer Effort Score analysis, Human-centered design methodologies
Technologies
NPS tools, Customer experience dashboards
Responsibilities
Align CX initiatives with corporate strategy, govern CX program cadence and expectations, engage customers quantitatively and qualitatively to drive insights, design and optimize end-to-end customer journeys, own governance for CX metrics, facilitate organizational culture evolution around customer needs
Seniority
Manager, hands-on IC with strategic oversight
