Senior Manager, Licensed CX for High-Value Clients

Menlo Ventures; New York (NY); On-site; USD 145,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Flexible paid time off

401(k) match

Job summary

Betterment in New York City is seeking a Senior Manager for the Licensed Customer Experience Team. In this role, you will lead and develop a team of licensed Investment Adviser Representatives, ensuring exceptional service for high-value customers. You’ll manage performance metrics and collaborate with different departments to enhance customer satisfaction.

The ideal candidate has experience in financial services, holds a FINRA Series 65 certification, and excels in coaching. Attractive compensation and comprehensive benefits are offered.

Qualifications

• Experience leading customer-facing teams in financial services or operations.
• Ability to manage metrics in a high-growth environment.
• Experience with service and CRM tools.

Responsibilities

• Lead, coach, and develop a team of licensed customer experience representatives.
• Own team performance metrics and implement strategies to meet goals.
• Collaborate closely with various teams to improve customer outcomes.

Skills

People management experience

Coaching and performance management skills

Excellent communication

Cross-functional collaboration

Education

FINRA Series 65 or equivalent (Series 66, CFP)

Tools

Zendesk

Salesforce/CRM

Job description

Betterment in New York City is seeking a Senior Manager for the Licensed Customer Experience Team. In this role, you will lead and develop a team of licensed Investment Adviser Representatives, ensuring exceptional service for high-value customers. You’ll manage performance metrics and collaborate with different departments to enhance customer satisfaction.

The ideal candidate has experience in financial services, holds a FINRA Series 65 certification, and excels in coaching. Attractive compensation and comprehensive benefits are offered.