Head of Customer Experience

Company hidden

New York, New York Remote Full-time$200k–$230k / year Posted 4d ago

Market rate. This role pays around the $133k median for similar USD roles (39 comparable postings in our corpus).

Trusted by some of the largest names in finance, the company combines proprietary AI, enterprise-grade security and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to advanced estate and tax analysis and reporting. With the company Tax Planning, firms can deliver more integrated, proactive planning through a single platform. The company has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the…

See the company and apply

Unlock to see who’s hiring, read the full description and apply on the company site.

Checking access…

See how well you match this job

Upload your resume and we’ll score your fit for this role and 6 similar roles — then tailor your CV to it with AI. Free, no credit card.

Check your match

Similar jobs

Explore related jobs

Want more roles like this? Browse fresh jobs or tailor your resume with AI.