Head of Client Experience

Allworth Airline Advisors (Formerly RAA); Phoenix (AZ); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Medical: Blue Shield/Kaiser plans

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off (PTO)

Job summary

Allworth Financial seeks Head of Client Experience to own firmwide CX strategy across advice, service, communications, events, technology, and touchpoints.

You will build a new CX function, protect boutique intimacy while delivering enterprise-scale measurement, governance, and growth across offices and acquisitions.

This high-visibility role requires partnering with Marketing, Advisory, Operations, and Technology to raise client satisfaction and retention.

Qualifications

• 10+ years leading client experience or client journey transformation in wealth management or financial services.
• Experience designing segmented service models and moments that matter across the client lifecycle.
• Proven ability to lead cross-functional work across operations, technology, marketing, compliance, planning, and leadership.
• Experience using client feedback and data to prioritize improvements and demonstrate impact.
• Experience building and leading a new function.

Responsibilities

• Define the Client Experience vision, strategy, and priorities.
• Own the CX charter and firmwide operating model.
• Lead CX governance across advisory, operations, technology, marketing, compliance.
• Prioritize initiatives by impact and adoption.
• Define client service model by segment and value.
• Establish onboarding, responsiveness, meetings, and communications standards.
• Standardize responses for moments that matter (onboarding, market volatility, liquidity events).
• Oversee Voice of Client program and CX insights.
• Measure CX with a dashboard and report to senior leadership.
• Build and lead the Client Experience team and train offices.
• Protect client experience during growth, new offices, or acquisitions.

Skills

Client experience strategy

Cross-functional leadership

Voice of Client

Change leadership

Communication

Education

Bachelor’s degree in business/communications or related field

Tools

Salesforce CRM

Job description

The Head of Client Experience owns the firmwide strategy for how clients experience Allworth across advice, service, communications, events, technology, and relationship touchpoints. This leader defines the desired client experience, sets service standards, aligns cross-functional partners, and ensures the firm continuously improves the client journey as it grows.

This is a new, high-visibility role: the opportunity to build and lead a function that protects the intimacy of a boutique advisory relationship while delivering enterprise-level consistency, measurement, and scale.

Duties And Responsibilities

Strategy and Governance

• Define the Client Experience vision, strategy, roadmap, and annual priorities.
• Own the firmwide client experience charter and operating model.
• Lead Client Experience governance across advisory teams, operations, technology, marketing, compliance, investments, and planning.
• Prioritize client experience initiatives based on business impact, client need, and advisor-team adoption.

Service Model and Standards

• Define the client service model by segment, in partnership with leadership, advisors, operations, and planning, so every client receives a clear, intentional experience appropriate to their value, complexity, and needs.
• Establish standards for onboarding, responsiveness, client meetings, follow-up, communications, events, escalation, and service recovery.
• Standardize the firm’s response to the moments that matter to clients, such as onboarding, market volatility, retirement, death of a spouse, liquidity events, estate transitions, and business sales, and equip advisors to deliver them.

Voice of Client and Continuous Improvement

• Oversee the Voice of Client program and ensure client feedback turns into action across leadership decisions, training, process improvement, technology investment, and advisor coaching.
• Own CX measurement, including the CX dashboard, and report results and recommendations to senior leadership.

Engagement, Communications, and Events

• Set the strategic direction for client communications, client events, and advisor-enabled growth programs, in partnership with Marketing and Advisory.

Team Leadership

• Build, lead, and develop the Client Experience team, including the Client Journey & Service Excellence, Voice of Client & CX Insights, and Client Engagement & Growth Programs functions.
• Partner with Practice Management to train and support teams on CX standards, and with field champions to drive adoption across offices.
• Protect the client experience as the firm integrates new offices and acquisitions.

Areas of Ownership

• Owns: CX strategy, CX charter, CX dashboard, and cross‑functional CX governance.
• Owns strategy: Voice of Client program.
• Owns direction: client service model, client journey standards, and client events and communications strategy.

Success Measures

Success in this role is demonstrated through higher client retention, stronger client satisfaction, more client referrals, greater share of wallet, improved advisor capacity, and better service consistency across offices, teams, and segments.

Required

Experience and Qualifications

• 10+ years of experience leading client experience, client service strategy, or client journey transformation in wealth management, financial services, or another high‑trust, relationship‑driven business.
• Demonstrated experience designing segmented service models, client journeys, service standards, and “moments that matter” across the client lifecycle.
• Proven ability to lead cross‑functional work across operations, technology, marketing, compliance, planning, and leadership.
• Experience using client feedback, data, and performance measures to prioritize improvements and demonstrate impact.
• Experience leading and developing teams, including building a new function.
• Strong communication and change leadership skills, with the ability to build alignment and adoption across advisors and client‑facing teams.
• Credibility with advisors and client‑facing teams, with a practical appreciation for operational realities.
• Bachelor’s degree in business, communications, or a related field, or equivalent experience.

Preferred

• Experience at an RIA, wealth management firm, or multi‑office financial services organization, including growth through acquisition.
• Experience with CRM, client portal, and digital client experience tools (e.g., Salesforce).
• Experience establishing a Voice of Client program (e.g., NPS/CSAT, client advisory boards).
• Advanced degree or CX certification (e.g., CCXP).

Benefits

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non‑Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part‑time employees are not eligible)
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full‑time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Allworth Financial participates in E‑Verify.