Manager, Client & Advisor Experience
About the role
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.