Manager, Pooled Wealth Management & Fee-Based Planning

As Manager, Pooled Wealth Management & Fee-Based Planning , you’ll lead the development and delivery of new client experiences designed to serve clients who are building wealth, making financial decisions, and want access to trusted, high-quality advice. You will design and iterate on the model, team, workflows, and human-first client experience with the aid of AI. Partner cross-functionally with product, design, marketing, sales, and compliance to bring ideas to market. You will player-coach a team of financial planners and financial advisors, cultivating an environment to deliver high-quality advice at scale. You will define and operationalize service standards, client segmentation, support tools, and success metrics, owning and driving key performance indicators including client satisfaction (NPS), service quality, and delivery efficiency.