Head of Client Experience & Growth Programs

Allworth Financial; Dallas, Indianapolis, Phoenix (TX, IN, AZ); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical: Blue Shield / Kaiser plans

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Job summary

Allworth Financial seeks a Head of Client Experience to own the firmwide client experience strategy, standards, and governance. You will align cross‑functional partners across advisory, operations, technology, marketing, and planning to deliver a consistently excellent client journey.

The role emphasizes measurement, continuous improvement, and scaling enterprise-level client touchpoints while preserving boutique intimacy. Strong leadership and financial services experience are required.

Qualifications

• 10+ years leading client experience or journey transformation in wealth management or financial services.
• ,
• Experience designing segmented service models and moments that matter across the client lifecycle.
• Experience leading cross-functional teams across operations, technology, marketing, compliance, planning, and leadership.

Responsibilities

• Define the client experience vision, strategy, roadmap, and annual priorities.
• Own the firmwide client experience charter and operating model.
• Lead governance across advisory teams, operations, technology, marketing, compliance, investments, and planning.
• Prioritize client experience initiatives based on impact, client need, and adoption.
• Oversee Voice of Client and CX measurement, reporting to senior leadership.
• Set strategic direction for client communications, events, and growth programs.

Skills

Client experience leadership

Cross-functional collaboration

Change leadership

CX strategy

Team development

Education

Bachelor’s degree in business, communications, or related field

Tools

CRM (Salesforce)

Job description

Allworth Financial seeks a Head of Client Experience to own the firmwide client experience strategy, standards, and governance. You will align cross‑functional partners across advisory, operations, technology, marketing, and planning to deliver a consistently excellent client journey.

The role emphasizes measurement, continuous improvement, and scaling enterprise-level client touchpoints while preserving boutique intimacy. Strong leadership and financial services experience are required.