Position Details
About this role
Lead the advisor experience team by managing onboarding, ongoing service, and engagement processes to ensure high advisor satisfaction and operational scalability.
Key Responsibilities
- Oversee onboarding and client service functions
- Design and evolve team structure and standards
- Monitor performance metrics and advisor feedback
- Serve as escalation point for high-risk issues
- Develop strategies to improve advisor retention
Technical Overview
Focuses on customer experience management, feedback analysis, and operational systems to support advisor lifecycle processes.
Ideal Candidate
The ideal candidate is a strategic leader with experience managing advisor or client lifecycle processes, strong skills in customer experience, and the ability to design scalable systems for onboarding and ongoing support. They should have a background in financial services or fintech with excellent communication and leadership skills.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of leadership experience, No background in financial services or fintech, Inability to manage cross-functional teams
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile