Wealth Tech Experience Lead for Advisors

Focus Financial Partners; United States; Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Job summary

Focus Financial Partners seeks a Lead Client & Advisor Experience Manager to drive adoption, deployment, and continuous improvement of advisor-facing wealth tech. The role is an individual contributor aligned with the Focus Client & Advisor Experience team, ensuring secure, well-permissioned tools with reliable data integrations.

Preference is for St. Louis-based work three days a week, with remote work possible for candidates meeting qualifications.

Qualifications

• Minimum of five years of experience in wealth management, financial services, advisor technology, product ownership, or related business platforms.
• Experience managing vendor relationships, coordinating cross-functional work, and driving issues to resolution.
• Strong understanding of system access, permissioning, data quality, integrations, and technology-enabled business processes.
• Excellent communication skills, including the ability to translate technical or operational topics for business stakeholders.
• Collaborative, self-starting working style with strong problem-solving, prioritization, organization, and follow-through.

Responsibilities

• Own the success, adoption, and continuous improvement of assigned advisor-facing wealth technology tools.
• Act as product owner and primary point of contact for assigned tools, assembling key stakeholders for status updates, decision making, and maintenance tasks as needed.
• Manage the relationship with wealth technology vendors, including issue escalation, roadmap discussions, release coordination, and follow-through on open items.
• Partner with technology, operations, compliance, data, advisory, and business teams to ensure platform functionality aligns with advisor and client needs.
• Support appropriate permissioning, access controls, data integrations, testing, release readiness, documentation, and stakeholder communication.
• Respond to internal inquiries, triage issues, coordinate resolution paths, and communicate status clearly to stakeholders.
• Identify advisor experience friction points and translate feedback into clear requirements, priorities, and action plans.
• Project manage cross-functional initiatives by defining scope, tracking milestones, managing dependencies, and communicating risks and decisions.

Skills

Wealth management experience

Product ownership

Vendor relationship management

Cross-functional collaboration

Communication

Job description

Focus Financial Partners seeks a Lead Client & Advisor Experience Manager to drive adoption, deployment, and continuous improvement of advisor-facing wealth tech. The role is an individual contributor aligned with the Focus Client & Advisor Experience team, ensuring secure, well-permissioned tools with reliable data integrations.

Preference is for St. Louis-based work three days a week, with remote work possible for candidates meeting qualifications.