Chief Client Experience & AI Transformation Lead

Centura Wealth Advisory; San Diego (CA); On-site; USD 210,000 - 260,000; Full time

Job summary

Centura Wealth Advisory, headquartered in San Diego, seeks a strategic leader to own the client and advisor experience across Centura’s systems from onboarding to ongoing service.

The role drives a multi-year technology roadmap aligned to growth, evaluates AI-driven solutions, and leads vendor relationships while managing budgets and regulatory risk. Strong communication with executives and advisors is essential.

Qualifications

• 8+ years in a leadership role combining client or advisor experience, technology strategy, and business development.
• Experience at a top custodian (Fidelity or Schwab) is strongly preferred.
• Hands-on experience building or overseeing AI-driven tools or workflows.
• Experience with system integrations and APIs connecting CRM, portfolio management, and custodial platforms.
• Strong communication skills across advisor-facing and executive audiences.
• Knowledge of data privacy and regulatory obligations in wealth management.

Responsibilities

• Own the end-to-end client and advisor experience with Centura's systems from onboarding through ongoing service.
• Set multi-year roadmaps for client-facing and advisor-facing technology aligned to growth.
• Evaluate and build AI-driven internal solutions including Claude Teams to boost productivity.
• Lead build-versus-buy decisions with clear business cases for new tools.
• Oversee vendor relationships, MSPs, and cybersecurity programs ensuring uptime and risk management.
• Manage technology budget and negotiate vendor contracts while assessing third-party risk.
• Report on client/advisor experience metrics and technology risk to senior leadership.

Skills

Leadership

AI-driven tools

Vendor management

Regulatory data obligations

Tools

Addepar

Salesforce

Claude Teams

Job description

Centura Wealth Advisory, headquartered in San Diego, seeks a strategic leader to own the client and advisor experience across Centura’s systems from onboarding to ongoing service.

The role drives a multi-year technology roadmap aligned to growth, evaluates AI-driven solutions, and leads vendor relationships while managing budgets and regulatory risk. Strong communication with executives and advisors is essential.