Client Experience Team Lead - Darwin Wealth Management
Client Experience Team Lead - Darwin Wealth Management
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Job Description
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production backed by top-tier venture capital firms fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If youre the type who breaks through walls to get things done the right way we want to build the future of wealth management with you.
As a Client Experience Team Lead you will be instrumental in leading and mentoring a team at the core of Darwins client service and operations ensuring the delivery of a flawless wealth management experience for advisors and clients. You will lead your team in supporting this seamless experience by overseeing and executing the financial operations required for onboarding ongoing requests and complex needs. This role involves close collaboration with our advisors and management teams to continually push the boundaries of wealth management.
The Darwin team operates under the Farther umbrella providing access to a robust technology platform operational support and professional development opportunities all while maintaining the personalized boutique experience clients expect. This position offers the perfect blend of autonomy and support empowering you and your team to focus on building strong client relationships and delivering exceptional results.
Your Impact
- Act as a senior relationship manager for advisors and clients handling escalated issues and complex scenarios.
- Lead mentor and train a team of Client Experience Associates fostering their professional growth and ensuring high performance.
- Oversee and manage daily tasks for the business and existing clients ensuring efficient and accurate execution.
- Guide and support advisors in executing operational follow-up action items for clients.
- Serve as a primary liaison with our custodians ensuring efficient processing and confirmation of requests (e.g. account opening ACATs transfers account maintenance etc.).
- Proactively identify systemic issues and trends escalating them to the product team to strategically guide our roadmap and improve the overall operations and client service function.
- Establish and maintain positive and effective relationships with Darwins advisors custodians and third-party vendors to ensure superior client satisfaction.
- Develop and implement best practices for client experience operations driving efficiency and consistency across the team.
- Contribute to the ongoing development and refinement of operational processes and procedures.
The Ideal Match
- Bachelors degree with 5 years of progressive work experience in a similar client service or operational role within wealth management including at least 2 years in a leadership or supervisory capacity.
- Demonstrated strong interest and proven experience in client service relationship management and operational support.
- Comprehensive knowledge of the financial industry.
- A natural leader and team player with a positive attitude and a strong work ethic.
- Highly organized with exceptional attention to detail and strong written and verbal communication skills.
- Comfortable working in a fast-paced environment with the ability to manage multiple competing tasks and priorities effectively.
Bonus Points
- Experience with and knowledge of standard operational aspects of wealth management client service (e.g. onboarding ACATs distributions) with custodians such as Charles Schwab Fidelity and Goldman Sachs.
- A strong passion for identifying and implementing efficiencies within current operational processes for the business and servicing clients.
Why Join Us
At Darwin we dont just evolve with the timeswe define the curve. Here youll be part of a team that honors tradition but is unafraid to rethink the rules. Youll be surrounded by driven professionals who believe the best results come from tailored strategy shared ambition and detail-obsessed execution. If youre ready to deliver more than performanceif you believe wealth is a tool for freedom and fulfillmentDarwin is where your next chapter begins.
Start with tradition. Stop at nothing. Join the evolution at Darwin Wealth Management.
Employment Type
Full Time
