# Senior Manager, Client Experience

**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Dallas, TX
**Role:** Customer Success
**Experience:** 7+ years
**Skills:** Wealth Management Operations, Custodial Platforms, Financial Products, Smas, Alternative Investments, Fintech Platforms, Process Improvements, Client Metrics Analysis, Project Management, Relationship Management
**Posted:** 2026-03-13

> Leads team delivering wealth management experiences, overseeing onboarding, operations, and complex client needs. Collaborates with Product/Engineering on improvements; requires 7+ years financial services experience and 3+ years people management.

## Job Description

## 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

## Requirements

- 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

## Nice-to-Haves

- 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

## Compensation & Benefits

- Competitive comp package that rewards impact
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO

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