Senior Manager, Client Experience jobs in United States
cer-icon
Apply on Employer Site
company-logo

Farther · 2 hours ago

Senior Manager, Client Experience

positionDallas, TX
timeFull-time
remoteOnsite
senioritySenior Level
date7+ years exp

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. As a Senior Manager of Client Experience, you will lead a team to ensure a world-class experience for advisors and clients, overseeing financial operations and collaborating with Product and Engineering teams to enhance service delivery.

ConsultingFinanceFinancial ServicesFinTechWealth Management
check
Growth Opportunities

Responsibilities

Lead and develop a team of Client Experience Managers and Associates, providing coaching, mentorship, and performance management
Establish service standards and operational procedures to ensure consistency and excellence across the client experience function
Drive strategic initiatives to enhance client satisfaction and retention
Oversee the resolution of complex client inquiries and escalated issues
Partner with Product and Engineering teams to identify and implement process improvements and new client-facing solutions
Build and maintain relationships with key stakeholders, including advisors, custodians, and third-party vendors
Analyze client experience metrics and provide insights to senior leadership on trends and opportunities

Qualification

Client experience managementWealth management operationsPeople managementProcess improvementFinancial products knowledgeProject management certificationLeadership skillsCommunication skillsRelationship buildingStrategic thinkingProblem-solving skillsFast-paced environment adaptability

Required

Bachelor's degree with 7+ years of experience in client experience or operations within the financial services industry, including 3+ years of people management experience
Strong leadership skills with a proven track record of developing high-performing teams
Exceptional communication and relationship-building abilities
Comprehensive understanding of wealth management operations and custodial platforms
Experience implementing process improvements and operational efficiencies
Strategic thinker with excellent problem-solving skills
Ability to thrive in a fast-paced, high-growth environment

Preferred

Advanced knowledge of financial products, including separately managed accounts (SMAs) and alternative investments
Experience working with high-net-worth clients
Background in fintech or wealth management technology platforms
Project management certification or experience

Benefits

Full health benefits
401(k) matching & Roth IRA options
Unlimited PTO

Company

Farther

twittertwittertwitter
company-logo
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
dateFounded in 2019
location
San Francisco, California, USA
people-size201-500 employees
web-link
https://www.farther.com

Funding

Current Stage
Growth Stage
Total Funding
$118M
Key Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M

Leadership Team

leader-logo
Taylor Matthews
Co-Founder and CEO
linkedin
leader-logo
Christopher Powers
Chief Compliance Officer and Strategic Advisor
linkedin

Recent News

linkedin.com
Grace Hsieh’s Post
2026-01-08
PR Newswire
Deloitte Unveils 2025 North America Technology Fast 500™ Rankings
2025-11-19
Built In
Deloitte’s 2025 Technology Fast 500 List Featured 50 NYC Companies
2025-11-19
Company data provided by crunchbase