Description:
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.
This role is well suited for someone who combines product ownership, operational discipline, a strong understanding of advisor workflows, and the ability to lead and develop a high-performing team.
Our preference is to have someone work in St. Louis 3 days/week. However, we are open to having someone work Remotely with light travel if they meet all the qualifications.
Key Responsibilities
- Own the success, adoption, and continuous improvement of assigned advisor-facing wealth technology tools.
- Lead, coach, and develop a team responsible for assigned advisor-facing technology tools, ensuring clear priorities, accountability, and high-quality execution.
- Act as product owner and primary point of contact for assigned tools, assembling key stakeholders for status updates, decision making, and maintenance tasks as needed.
- Set team operating rhythms, delegate work effectively, monitor capacity, and provide guidance on issue resolution, stakeholder engagement, and delivery quality.
- Manage the relationship with wealth technology vendors, including issue escalation, roadmap discussions, release coordination, and follow-through on open items.
- Partner with technology, operations, compliance, data, advisory, and business teams to ensure platform functionality aligns with advisor and client needs.
- Support appropriate permissioning, access controls, data integrations, testing, release readiness, documentation, and stakeholder communication.
- Respond to internal inquiries, triage issues, coordinate resolution paths, and communicate status clearly to stakeholders.
- Identify advisor experience friction points and translate feedback into clear requirements, priorities, and action plans.
- Project manage cross-functional initiatives by defining scope, tracking milestones, managing dependencies, and communicating risks and decisions.
Required Qualifications
- Minimum of seven years of experience in wealth management, financial services, advisor technology, product ownership, or related business platforms.
- Demonstrated experience leading, coaching, or managing individual contributors, including setting expectations, prioritizing work, and supporting professional development.
- Experience managing vendor relationships, coordinating cross-functional work, and driving issues to resolution.
- Strong understanding of system access, permissioning, data quality, integrations, and technology-enabled business processes.
- Excellent communication skills, including the ability to translate technical or operational topics for business stakeholders.
- Collaborative, self-starting working style with strong problem-solving, prioritization, organization, and follow-through.
- Ability to build team alignment, manage performance through clear feedback, and create an inclusive, accountable team environment.
- Ability to manage multiple workstreams and build trust with advisory teams and internal stakeholders.