CX Leader, Advisor Experience

Osaic; Saint Petersburg (FL); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Customer Experience Manager to lead epxansive CX strategy for financial advisors in wealth management. You will champion client experiences that drive trust and advocacy across digital and human touchpoints.

Lead initiatives to transform feedback into action, align with CXPA principles, and collaborate across teams to improve journeys and metrics within a hybrid work model.

Qualifications

• Minimum 3-5 years in customer experience or financial services.
• Bachelor's degree preferred; high school diploma with experience considered.
• Strong communication and facilitation skills.

Responsibilities

• Customer Experience Strategy - align with corporate strategy and mission, socializing CX across the enterprise to help guide decisions and prioritization.
• Organizational Adoption of Customer Experience - facilitate CX governance with cross-functional change agents to set expectations and governance.
• Voice of customer Insights - engage customers quantitatively and qualitatively to increase visibility of VOC.
• CX Design and Improvement - apply design thinking and co-create with customers across the journey and personas.
• CX Metrics and Measurements - govern CX metrics to measure success.
• Customer Centric Culture - drive culture to focus on what matters to customers.

Skills

Group Facilitation

Listening Skills

Analytical Thinking

Data Interpretation

System Thinker

Design Capabilities

Cross-functional Collaboration

Problem Solving

Education

Bachelor's degree preferred

High school diploma or equivalent required

Job description

Osaic is seeking a Customer Experience Manager to lead epxansive CX strategy for financial advisors in wealth management. You will champion client experiences that drive trust and advocacy across digital and human touchpoints.

Lead initiatives to transform feedback into action, align with CXPA principles, and collaborate across teams to improve journeys and metrics within a hybrid work model.