Wealth Tech Client & Advisor Experience Manager (Remote)

Focus Financial Consultants; St. Louis (MO); Hybrid; USD 125,000 - 150,000; Full time

Job summary

Focus Financial Partners in the United States is seeking a Manager, Client & Advisor Experience who will lead a team responsible for deploying, adopting, and improving advisor-facing wealth technology. You will partner with internal stakeholders and vendors to ensure tools are secure, accessible, and well-integrated, with a focus on advisor workflows.

The role combines product ownership, operating discipline, and people leadership, with preference for St.

Qualifications

• Seven+ years of experience in wealth management or related platforms.
• Proven experience leading and coaching individual contributors.
• Experience managing vendor relationships and cross-functional work.
• Strong understanding of system access, data quality, and integrations.
• Excellent communication translating technical topics for business stakeholders.
• Collaborative, proactive leader with problem-solving and accountability.

Responsibilities

• Own adoption and continuous improvement of advisor-facing wealth technology tools.
• Lead and develop a high-performing team with clear priorities and high-quality execution.
• Act as product owner and primary point of contact for tools and stakeholders.
• Set operating rhythms, manage capacity, and guide issue resolution.
• Manage vendor relationships including roadmap discussions and releases.
• Collaborate with technology, operations, compliance, and advisory teams to align platform functionality.
• Triage inquiries, coordinate resolutions, and communicate status to stakeholders.
• Identify advisor experience friction and translate into clear requirements and actions.
• Project manage cross-functional initiatives with defined scope and milestones.

Skills

Wealth management

Product ownership

Vendor management

Data integration

Communication

Team leadership

Job description

Focus Financial Partners in the United States is seeking a Manager, Client & Advisor Experience who will lead a team responsible for deploying, adopting, and improving advisor-facing wealth technology. You will partner with internal stakeholders and vendors to ensure tools are secure, accessible, and well-integrated, with a focus on advisor workflows.

The role combines product ownership, operating discipline, and people leadership, with preference for St.