Position Summary

The Lead Client & Advisor Experience Manager is an individual contributor on the Focus Client & Advisor Experience team responsible for the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology.

This person will serve as the primary point of contact for assigned tools which may include planning platforms, reporting engines, and productivity tools, among other technologies. The Lead Client & Advisor Experience Manager 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, and a strong understanding of advisor workflows.

This is a hybrid position with 3 days/week onsite in our St. Louis office.

Key Responsibilities

• Own the success, adoption, and continuous improvement of assigned advisor-facing wealth technology tools.
• 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.
• 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 five years of experience in wealth management, financial services, advisor technology, product ownership, or related business platforms.
• 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 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 $100,000-$125,000. 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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