Chief Client Experience Officer

Allworth Airline Advisors (Formerly RAA); Phoenix (AZ); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Medical: Blue Shield/Kaiser plans

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off (PTO)

Job summary

Allworth Financial seeks Head of Client Experience to own firmwide CX strategy across advice, service, communications, events, technology, and touchpoints.

You will build a new CX function, protect boutique intimacy while delivering enterprise-scale measurement, governance, and growth across offices and acquisitions.

This high-visibility role requires partnering with Marketing, Advisory, Operations, and Technology to raise client satisfaction and retention.

Qualifications

• 10+ years leading client experience or client journey transformation in wealth management or financial services.
• Experience designing segmented service models and moments that matter across the client lifecycle.
• Proven ability to lead cross-functional work across operations, technology, marketing, compliance, planning, and leadership.
• Experience using client feedback and data to prioritize improvements and demonstrate impact.
• Experience building and leading a new function.

Responsibilities

• Define the Client Experience vision, strategy, and priorities.
• Own the CX charter and firmwide operating model.
• Lead CX governance across advisory, operations, technology, marketing, compliance.
• Prioritize initiatives by impact and adoption.
• Define client service model by segment and value.
• Establish onboarding, responsiveness, meetings, and communications standards.
• Standardize responses for moments that matter (onboarding, market volatility, liquidity events).
• Oversee Voice of Client program and CX insights.
• Measure CX with a dashboard and report to senior leadership.
• Build and lead the Client Experience team and train offices.
• Protect client experience during growth, new offices, or acquisitions.

Skills

Client experience strategy

Cross-functional leadership

Voice of Client

Change leadership

Communication

Education

Bachelor’s degree in business/communications or related field

Tools

Salesforce CRM

Job description

Allworth Financial seeks Head of Client Experience to own firmwide CX strategy across advice, service, communications, events, technology, and touchpoints.

You will build a new CX function, protect boutique intimacy while delivering enterprise-scale measurement, governance, and growth across offices and acquisitions.

This high-visibility role requires partnering with Marketing, Advisory, Operations, and Technology to raise client satisfaction and retention.