Sr. Manager, Licensed Customer Experience

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HQ - New York City Posted 30+ days ago
When these customers have questions about their portfolios, performance, tax features, or how to get the most out of their the company accounts, this team of licensed fiduciaries is here to help (mostly over chat and email, but also via phone). As the Senior Manager, Licensed Customer Experience, you will lead, coach, and develop this team of licensed Investment Adviser Representatives (IARs) to deliver a consistently exceptional, customer experience. You’ll own the performance, quality, and health of the team—ensuring we meet and exceed service levels, and turn every interaction into a…

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