Manager, Pooled Wealth Management & Fee-Based Planning - Remote

Overview

As the Manager of Pooled Wealth Management & Fee-Based Planning, you will lead the development of innovative client experiences in financial advice, leveraging AI and collaboration across various teams.

In Short

• Lead the development of new client experiences in wealth management.
• Design services from scratch to enhance client satisfaction.
• Collaborate with product, marketing, and sales teams.
• Manage a team of financial planners and advisors.
• Define service standards and success metrics.
• Focus on delivering high-quality, personalized advice.
• Utilize AI to scale services effectively.
• Drive key performance indicators including client satisfaction.
• Foster a collaborative and innovative team environment.
• Welcome diverse industry backgrounds for a holistic approach.

Requirements

• Experience in launching or scaling client-facing services.
• Strong understanding of client experience design.
• Proven ability to lead and coach high-performing teams.
• Experience in cross-functional collaboration.
• Ability to optimize workflows and client segmentation.
• Familiarity with AI and automation tools.
• Background in consulting, consumer tech, or healthcare is a plus.

Benefits

• Opportunity to innovate in the financial services sector.
• Work in a collaborative and inclusive environment.
• Flexibility in work arrangements.
• Access to professional development resources.
• Be part of a mission-driven organization aiming for financial freedom for all.