CX Strategy Lead for Wealth Management

Osaic; Scottsdale (AZ); Hybrid; USD 100,000 - 130,000; 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 enterprise CX strategy for financial advisors in wealth management. You will champion client experiences that build trust, loyalty, and advocacy across digital and in-person channels.

You will drive CX initiatives with a focus on reducing friction, improving journey clarity, and collaborating across technology and operations to deliver measurable improvements in customer outcomes.

Qualifications

• Experience leading customer experience programs in financial services.
• Ability to translate customer insights into actionable improvements.
• Strong communication and cross-functional collaboration skills.

Responsibilities

• Define and drive enterprise CX strategy for financial advisors in wealth management.
• Lead CX initiatives across digital and human touchpoints to reduce friction and increase loyalty.
• Collaborate with technology, operations and service teams to align CX with client needs.
• Measure and report on CX metrics, including Net Promoter Score and customer satisfaction.

Skills

CX Strategy

Stakeholder Collaboration

NPS Analysis

Change Management

Facilitation

Customer Research

Education

Bachelor's degree

Job description

Osaic is seeking a Customer Experience Manager to lead enterprise CX strategy for financial advisors in wealth management. You will champion client experiences that build trust, loyalty, and advocacy across digital and in-person channels.

You will drive CX initiatives with a focus on reducing friction, improving journey clarity, and collaborating across technology and operations to deliver measurable improvements in customer outcomes.