Senior Customer Experience Lead - Finance and Compliance

Rainfall Ventures

Texas

Hybrid

USD 61,000 - 72,000

Full time

5 days ago
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Benefits offered by this job

100% paid health insurance
401(k) matching
Equity ownership
Bonus programs
Paid time off

Job summary

Robinhood is seeking a Customer Experience Team Lead to guide a high‑performing unit focused on complex customer concerns within a regulated financial services context. You will coach a team, manage escalations, and help ensure timely, accurate resolutions while upholding regulatory standards.

The role requires strong judgment, communication, and collaboration across Compliance, Legal, and internal teams, with in-person work at Westlake, TX or Denver, CO on a hybrid basis.

Qualifications

  • Active FINRA Series 7, Series 63, Series 9/10 OR Series 24 preferred. Ability to obtain Series 3 within 120 days.
  • Experience handling complex customer concerns or complaints in financial services/regulatory environment.
  • Strong coaching, leadership and feedback skills.
  • Excellent written and verbal communication in sensitive/high-stakes situations.

Responsibilities

  • Serve as a technical SME, coaching on complex customer complaints, investigations and escalations.
  • Develop team capabilities through hands-on coaching, reviews, knowledge sharing, and feedback.
  • Monitor case queues, prioritize time-sensitive matters, and ensure progress within SLAs and regulatory timelines.
  • Provide guidance on sensitive or high-risk situations by partnering with Compliance, Legal, and internal teams.
  • Monitor quality, productivity, and trends to identify improvement opportunities for processes and outcomes.
  • Collaborate with Customer Experience Manager to reinforce standards and drive continuous improvement.
  • Lead by example by managing complex cases and supporting the team during high-volume periods.

Skills

FINRA licenses
Leadership
Communication
Problem solving
Time management

Job description

Robinhood is seeking a Customer Experience Team Lead to guide a high‑performing unit focused on complex customer concerns within a regulated financial services context. You will coach a team, manage escalations, and help ensure timely, accurate resolutions while upholding regulatory standards.

The role requires strong judgment, communication, and collaboration across Compliance, Legal, and internal teams, with in-person work at Westlake, TX or Denver, CO on a hybrid basis.

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