Director, AI-Driven Client Experience & Growth

Centura Wealth Advisory; United States; On-site; USD 215,000 - 260,000; Full time

Job summary

Centura Wealth Advisory seeks a Director of Client Experience to own end-to-end advisor and client experience across Centura’s systems and platforms. You will set multi-year roadmaps for client-facing and advisor-facing technology, and lead the evaluation and rollout of AI-driven tools, including Claude Teams, to boost advisor productivity and client responsiveness.

You will also build business cases for build-versus-buy decisions, manage vendor relationships and MSPs, and establish strong data

Qualifications

• Track record building client-facing or advisor-facing experience programs in wealth management.
• Hands-on experience evaluating or building AI-driven tools and workflows (Claude, ChatGPT Enterprise, etc.) in a regulated environment.
• Experience with system integrations connecting CRM, portfolio management, and custodial platforms.
• Ability to build a business case for build-versus-buy decisions for leadership to act on.

Responsibilities

• Own the end-to-end client/advisor experience with Centura systems from onboarding through ongoing service.
• Set multi-year roadmaps for client-facing and advisor-facing technology aligned to growth strategy.
• Lead evaluation and build-out of AI-driven internal solutions to improve advisor productivity.
• Lead build-versus-buy decisions with clear business cases for leadership.
• Set standards for responsible, secure use of AI tools across the firm.

Skills

Client experience

AI tool evaluation

System integrations

Business case

Budget ownership

Vendor management

Data privacy

Team leadership

Regulatory knowledge

Tools

Salesforce

Addepar

CRM platforms

Job description

Centura Wealth Advisory seeks a Director of Client Experience to own end-to-end advisor and client experience across Centura’s systems and platforms. You will set multi-year roadmaps for client-facing and advisor-facing technology, and lead the evaluation and rollout of AI-driven tools, including Claude Teams, to boost advisor productivity and client responsiveness.

You will also build business cases for build-versus-buy decisions, manage vendor relationships and MSPs, and establish strong data