Client Experience & Operations Lead

Northwestern Mutual; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

Chosen Advisory Group in San Francisco seeks a proactive Client Experience Manager to serve as the operational right-hand to the firm’s Founder. This role blends executive support, client service, project management, meeting coordination, and marketing administration to keep a growing team aligned and moving forward.

The ideal candidate thrives on creating order from complexity, anticipates needs, and communicates professionally while serving as the central hub for the team.

Qualifications

• 5+ years of experience in executive support, client service, operations, project coordination, or office management.
• Experience supporting Executives or Financial Advisors within wealth management or professional services.
• Exceptional organizational skills with meticulous attention to detail.
• Ability to manage multiple priorities while maintaining accuracy and professionalism.
• Excellent written and verbal communication skills.
• Strong meeting management and project coordination abilities.
• Ability to handle confidential information with discretion.
• Experience coordinating events, client communications, or marketing initiatives.
• Proficiency with Microsoft Office, Zoom, and CRM systems.
• A proactive, resourceful self-starter with a collaborative, service-first mindset.

Responsibilities

• Executive & Administrative Support: Manage the Advisor's calendar, emails, travel, and special projects.
• CRM champion; ensure client records, workflows, tasks, and reporting are accurate.
• Identify opportunities to improve efficiency through process documentation and automation.
• Team Coordination & Project Management: Organize weekly/quarterly meetings, prepare agendas, notes, and follow-ups.
• Coordinate projects to stay on schedule and maintain leadership visibility into priorities.
• Marketing & Client Experience: Liaise with marketing partner; support client communications and events.
• Support client webinars, events, and market campaigns; drive engagement and growth.

Skills

Executive support

Client service

Operations

Project coordination

Office management

Excellent communication

Organizational skills

Tools

Microsoft Office

Zoom

CRM systems

Job description

Chosen Advisory Group in San Francisco seeks a proactive Client Experience Manager to serve as the operational right-hand to the firm’s Founder. This role blends executive support, client service, project management, meeting coordination, and marketing administration to keep a growing team aligned and moving forward.

The ideal candidate thrives on creating order from complexity, anticipates needs, and communicates professionally while serving as the central hub for the team.