Director of Client Experience & Engagement

Parallel Financial; Greenville (SC); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Parallel Financial is seeking a Director of Client Experience & Engagement in Greenville, SC (Hybrid). As a pivotal role in our $2B RIA platform, you will enhance client service workflows, choose vendor partnerships, and leverage AI for operational efficiencies.

The ideal candidate has 5–10 years in RIA operations, is fluent in Schwab and Fidelity, and can lead a team to deliver outstanding service. Total compensation ranges from $90,000 to $120,000 based on experience.

Qualifications

• 5–10 years in RIA operations or senior client service.
• Fluency in Schwab and Fidelity, and real depth in Black Diamond.
• Strong curiosity about how AI reshapes the work.
• Experience leading operational improvements and coaching teams.

Responsibilities

• Rebuilding client service workflows on Schwab and Fidelity.
• Choosing vendor partnerships for the next year.
• Implementing AI across operations.
• Coaching the CSM team for exceptional service.
• Being the first point of contact for advisors.

Skills

RIA operations

client service

Schwab

Fidelity

Black Diamond

AI innovation

Job description

Director of Client Experience & Engagement

Fiduciary Alliance | Parallel Financial | Greenville, SC (Hybrid)

We are a $2B RIA platform serving 25+ advisors nationwide, growing rapidly. The role requires building the operational and relational bridge between custodians, vendors, advisors, and the CSM team. You will own execution with real autonomy.

Responsibilities

• Rebuilding client service workflows on Schwab and Fidelity so they scale to $3B, then $5B.
• Choosing which vendor partnerships deserve more of our business next year, and which don't.
• Putting AI to work across our operations and driving the next wave of innovation.
• Coaching a CSM team from good to legendary, delivering service clients tell their friends about.
• Running Black Diamond like you own it, not borrowing someone else's login.
• Being the first point of contact for advisors during transitions and retaining custodian trust.

Qualifications

• 5–10 years in RIA operations or senior client service.
• Fluency in Schwab and Fidelity, and real depth in Black Diamond.
• Strong curiosity about how AI reshapes the work.
• Experience leading operational improvements and coaching teams.

Benefits

• Total compensation of $90,000–$120,000 depending on experience, with real comp transparency from day one.
• A boss who will push you, defend you, and not micromanage you.
• A firm whose values are written down, lived out, and used — not laminated and forgotten.
• Growth opportunity as the platform expands.
• Location: Greenville, SC – a city you can afford to live well in.