Hybrid CX Manager: Advisor Experience in Wealth

Osaic; Atlanta (GA); Hybrid; USD 100,000 - 120,000; 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 the enterprise CX strategy for financial advisors in wealth management. You will drive initiatives that transform feedback into action, guiding experiences across digital and human touchpoints and acting as the voice of the client across the organization.

Your role involves listening deeply to client needs, designing experiences that reduce friction, and collaborating with technology, operations, and service teams to deliver measurable

Qualifications

• Bachelor's degree preferred; high school diploma or equivalent with significant experience considered.
• Minimum 3–5 years in customer experience or financial services.
• Strong facilitation and listening skills with ability to guide groups.
• Analytical mindset with ability to interpret data and drive CX objectives.

Responsibilities

• Lead Customer Experience strategy aligned with enterprise goals across the advisor base.
• Drive governance and adoption of CX initiatives with cross-functional teams.
• Capture and translate Voice of the Customer insights into actionable improvements.
• Design end-to-end customer journeys and measure CX performance and impact.
• Foster a customer-centric culture and collaborate to close gaps in experience.

Skills

Group Facilitation

Listening

Communication

Analytics

CX Strategy

Voice of Customer

Stakeholder Collaboration

Education

Bachelor's preferred

High school diploma considered

Job description

Osaic is seeking a Customer Experience Manager to lead the enterprise CX strategy for financial advisors in wealth management. You will drive initiatives that transform feedback into action, guiding experiences across digital and human touchpoints and acting as the voice of the client across the organization.

Your role involves listening deeply to client needs, designing experiences that reduce friction, and collaborating with technology, operations, and service teams to deliver measurable