Manager, Client & Advisor Experience
St. Louisremotemanager$125K – $150K
via Greenhouse
About this role
Position Summary
The Manager, Client & Advisor Experience role is a people leader on the Focus Client & Advisor Experience team responsible for leading a team and overseeing the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology.
This person will serve as the primary point of contact for critical advisory tools which may include planning platforms, reporting engines, and productivity tools, among other technologies. The Manager, Client & Advisor Experience will partner with internal stakeholders and vendors to ensure the toolset is secure, accessible, well-permissioned, fully functional and connected via reliable data integrations.…
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
For this role: teams
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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Skills in this role
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