Manager, Client & Advisor Experience

Position Summary

The Manager, Client & Advisor Experience role is a people leader on the Focus Client & Advisor Experience team responsible for leading a team and overseeing the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology.

This person will serve as the primary point of contact for critical advisory tools which may include planning platforms, reporting engines, and productivity tools, among other technologies. 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.

Preferred Qualifications

• First-hand experience with wealth technology as an advisor, in an advisor support role, or through work at a wealth technology company.

• Experience with advisor-facing platforms such as CRM, financial planning, proposal generation, reporting, client portals, or related tools.

• Experience gathering requirements, supporting user acceptance testing, managing releases, or creating stakeholder communications and training materials.

This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000-$150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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