Cambridge Investment Research

Client Experience Senior Consultant

Cambridge Investment Research • $85K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Four or more years of relevant experience or education.
  • Proven track record in leading projects across teams without direct authority.
  • Exceptional relationship-building and communication skills.
  • Ability to simplify complex data into actionable insights.
  • Experience in problem identification and adaptive planning.
  • Strong organizational skills with a focus on prioritization and success metrics.
  • Strategic thinker aligned with organizational goals.

Responsibilities

  • Lead department-wide continuous improvement projects to drive business success.
  • Facilitate collaboration across cross-functional teams and influence stakeholders.
  • Partner with leadership to identify and prioritize client experience improvements.
  • Utilize client feedback and data to enhance the client experience strategy.
  • Engage with clients to gather insights on their experiences and needs.
  • Conduct GEMBA walks and create journey maps based on client interactions.
  • Coach teams and leaders to foster productive working relationships.
  • Implement and monitor client experience improvements to meet objectives.
  • Support automation solutions and report on process efficiencies.
  • Manage multiple projects in a fast-paced environment with clear priorities.

Benefits

  • Comprehensive medical, vision, dental, life, and long-term disability insurance.
  • Generous vacation and sick leave policy.
  • 401K retirement plan with company matching.
  • Eleven paid holidays annually.
Full Job Description
Job Summary

Key Deliverables and Responsibilities

Are you passionate about turning client insights into meaningful improvements? Cambridge is seeking a Client Experience Senior Consultant who can bring people together, lead continuous improvement initiatives, and help create more seamless and memorable client experiences.

In this role, you will partner with Client Experience Leadership and teams across the organization to understand client needs, identify opportunities for improvement, and implement solutions that strengthen relationships and business outcomes. You will combine strategic thinking, data analysis, process improvement, and strong relationship-building skills to influence change across the organization.

  • Lead department-wide projects using continuous improvement processes and tools to achieve positive business outcomes.
  • Facilitate complex work across cross-functional teams, building strong relationships and influencing stakeholders at multiple levels.
  • Partner with Client Experience Leadership and business teams to identify, assess, and prioritize improvement opportunities.
  • Use client feedback, business data, and industry best practices to support the client experience improvement strategy.
  • Engage directly with clients to better understand their experiences and needs.
  • Conduct GEMBA walks and develop journey and empathy maps based on client interactions and observations.
  • Coach associates, embedded leaders, and Green Belt participants while helping teams develop productive, collaborative working relationships.
  • Strategically implement client experience improvements and monitor results to ensure changes support established objectives.
  • Support the deployment of automation solutions, monitor performance, and report on resulting process improvements and efficiencies.
  • Manage multiple projects and responsibilities in a fast-paced environment while maintaining clear priorities and follow-through.

What We Are Looking For
  • Four or more years of related experience, education, training, or a combination of these qualifications.
  • Demonstrated experience leading projects and facilitating work across teams without direct supervisory authority.
  • Strong relationship-building, listening, communication, presentation, and stakeholder-influence skills.
  • Ability to translate complex concepts, data, and technical information into clear, actionable recommendations.
  • Experience identifying problems, evaluating potential causes, and adjusting plans in response to changing business needs.
  • Strong organizational and time-management skills, with the ability to establish objectives, schedules, priorities, and measures of success.
  • Ability to think strategically and align improvement efforts with broader organizational priorities.
  • Ability to travel up to 10%, including limited overnight travel when applicable
  • Preferred Certifications: Cambridge Client Service Excellence, Platinum Level, Lean Six Sigma, Green Belt certification


Location: Fairfield, IA or Phoenix, AZ (Hybrid- 3 days onsite)

Salary: $85,000-$95,000

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays


You can find more details about our comprehensive benefits package here.

About Cambridge Investment Research

Cambridge Investment Research is a privately owned financial services firm that provides a wide range of services to independent financial advisors and their clients. The company was founded in 1981 and is headquartered in Fairfield, Iowa. Cambridge Investment Research offers a variety of products and services, including investment advisory services, brokerage services, and insurance products. The company is committed to providing independent financial advisors with the tools and resources they need to help their clients achieve their financial goals. Cambridge Investment Research has been recognized as one of the top independent broker-dealers in the United States.
Learn more about Cambridge Investment Research
Size
1,000 employees
Industry

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