Father Gabriel Richard High School - Ann Arbor, Michigan
Academic excellence in an authentic Catholic community
Advisor Experience Manager
Location
United States
Posted
105 days ago
Salary
Not specified
5 yrs expEnglish
Job Description
• Serve as the dedicated point of contact for assigned advisors throughout their entire transition journey, maintaining proactive weekly communication
• Collaborate with Sales before Discovery Day to understand advisor motivations, goals, and potential concerns
• Create comprehensive Advisor Profiles and practice blueprints that inform all subsequent execution tasks
• Coordinate seamlessly with Transition Pods and Relationship Associates to ensure each launch milestone is met on time
• Capture advisor goals, client segmentation, and technology ecosystem requirements for smooth handoffs
• Own escalation resolution for all transition-related issues, coordinating solutions across Farther departments
• Deliver personalized, concierge-level service that makes advisors feel valued and confident in their decision to join Farther
• Complete pre-Day-One readiness audits for all assigned advisors according to the schedule
• Conduct transition closure debriefs and gather advisor feedback to drive continuous improvement
Job Requirements
- 5+ years of experience in client-facing relationship management, account management, or advisor services within wealth management or financial services
- Proven track record of managing complex, multi-stakeholder projects with competing priorities
- Exceptional communication and interpersonal skills with the ability to build trust quickly
- Experience coordinating across multiple departments to deliver seamless customer experiences
- Strong organizational skills and attention to detail, with the ability to manage numerous advisor transitions simultaneously
- Proactive problem-solver who anticipates needs and removes obstacles before they become issues
- Comfortable working in a fast-paced, high-growth startup environment
- Demonstrated ability to meet or exceed customer satisfaction metrics.
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
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