CrawlJobs Logo

Director of Advisor Experience

xyplanningnetwork.com Logo

XY Planning Network

Location Icon

Location:
United States

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

100000.00 - 135000.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

As Director of Advisor Experience, you will own the advisor lifecycle after the point of sale. You are accountable for how it feels to be a Sapphire advisor, from onboarding through ongoing service and engagement. As the platform grows, this role exists to bring structure, clarity, and consistency to that experience. You will lead the onboarding and client service teams while defining the systems, standards, and feedback mechanisms that allow those functions to scale. This is a strategic and hands-on leadership role. You will design structure and accountability at a systems level while remaining close enough to the work to resolve escalations, identify friction, and ensure operational complexity never translates into advisor confusion.

Job Responsibility:

  • Oversee Transition/Onboarding and Client Service functions
  • Own the advisor lifecycle experience, ensuring consistency and clarity from onboarding through ongoing service
  • Design and evolve team structure, role clarity, specialization, and performance standards as advisor volume and complexity increase
  • Establish and monitor onboarding and service performance metrics, ensuring predictability, responsiveness, and quality across the advisor lifecycle
  • Develop structured mechanisms to monitor advisor experience both quantitatively (NPS, service metrics) and qualitatively (advisor conversations, trend themes, direct feedback)
  • Maintain a strong understanding of the advisor base, including segmentation, complexity tiers, and evolving needs, and adapt service models accordingly
  • Serve as the senior escalation point for high-risk advisor issues, recurring breakdowns, or service-related dissatisfaction
  • Own service-related advisor retention health, identifying at-risk advisors and leading proactive response plans
  • Serve as the central coordinator for advisor-facing operational communication across Sapphire, ensuring a clear, consistent voice aligned with our brand
  • Partner with Investment Services, Compliance, Growth, and Revenue Operations to shape and deliver updates related to custodial changes, platform transitions, and service model evolution
  • Lead or advise on advisor-impacting initiatives (custodian integrations, tech transitions, platform changes), representing the advisor experience perspective in cross-functional planning and execution
  • Develop and maintain clear onboarding documentation, service standards, and communication frameworks that reduce confusion and increase confidence
  • Evaluate capacity trends and hiring needs in partnership with team managers, building scalable staffing models aligned with advisor growth

Requirements:

  • 6+ years of experience in a service-centric, client- or advisor-facing role, ideally within financial services (RIA, TAMP, custody, or advisor-support platforms)
  • 2 - 4+ years of experience managing and developing teams in a client-facing environment
  • Direct experience working with a major RIA custodian (Schwab or Fidelity required), including familiarity with onboarding workflows, ACATs, money movement, and advisor service processes
  • Strong working knowledge of advisor technology platforms
  • experience with Orion strongly preferred
  • Experience building or scaling service functions in a growing organization
  • A systems-oriented mindset with a bias toward clarity, consistency, and proactive communication
  • Strong judgment and composure in handling escalations and high-stakes advisor situations
  • Legally authorized to live and work in the United States without present or future need for sponsorship

Nice to have:

  • Experience within a corporate RIA affiliation model or TAMP environment
  • Experience in customer or advisor experience design, journey mapping, or service model development preferred
  • Experience implementing formal feedback systems and using data to drive improvements
  • Experience operating in a multi-custodian environment (Schwab, Fidelity, Altruist)
  • Industry licensing (Series 65 or equivalent)
What we offer:
  • 100%- employer-funded Employee Stock Ownership Plan (ESOP)
  • Unlimited vacation days (minimum of 3 weeks per year)
  • 9 paid holidays
  • 401(k) with match (6% employee, 4.5% employer)
  • 12 weeks paid parental leave
  • Health insurance w/ employer contribution
  • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
  • Pet insurance availability
  • Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
  • Employer-paid Life and AD&D insurance
  • Employer-paid Long Term Disability coverage
  • Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee
  • $2000/year for professional development
  • $250/quarter to spend on yourself
  • $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
  • Sabbatical program with cash bonus and extra time off at 5, 10, and 15 years
  • Subsidized employer-sponsored childcare through internal child care program
  • Various Gym discounts
  • Company-owned laptop computer provided (Apple Products)

Additional Information:

Job Posted:
March 19, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Icon
XY Planning Network - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Director of Advisor Experience

Customer Experience (CX) Director

My client is seeking an experienced Customer Experience (CX) Director to lead la...
Location
Location
Saudi Arabia , Riyadh
Salary
Salary:
Not provided
welovesalt.com Logo
Salt
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience in Customer Experience, Service Design, Customer Strategy, or related fields
  • Saudi market experience is essential, with strong understanding of local customer behavior, regulatory environments, and sector landscape (e.g., government, financial services, telco, retail, or tourism)
  • Experience working in a top-tier consulting firm or leading CX transformations in large organizations
  • Demonstrated ability to manage senior stakeholders and executive-level engagement
  • Track record of delivering large-scale CX, digital transformation, or omnichannel strategy programs
  • Strong commercial acumen and experience with business development
  • Fluent in English
  • Arabic proficiency strongly preferred
Job Responsibility
Job Responsibility
  • Lead end-to-end CX transformation programs, from diagnostic and strategy design to implementation and value realization
  • Serve as a trusted advisor to senior client stakeholders, including C-level executives and government leaders
  • Oversee the development of customer journeys, service blueprints, personas, and experience design frameworks
  • Ensure delivery excellence across engagements, maintaining high-quality standards and adherence to project timelines and budgets
  • Develop CX strategies aligned with Vision 2030 priorities, local customer expectations, and sector-specific dynamics
  • Drive thought leadership on emerging CX trends, digital experience, data-driven personalization, and service design innovation
  • Contribute to internal capability building, including frameworks, methodologies, and CX tools
  • Identify and cultivate new business opportunities within the Saudi market
  • Lead proposal development, pitch presentations, and commercial negotiations
  • Build and maintain strong relationships across key client accounts and government entities
  • Fulltime
Read More
Arrow Right

Director, Client Experience

The Director, Client Experience is responsible for developing and maintaining st...
Location
Location
Canada , Toronto
Salary
Salary:
Not provided
cavellrisk.com Logo
Cavell Risk, Inc.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in business administration or a related field
  • Senior broking experience and sales experience required
  • Advanced understanding of legal and regulatory considerations and industry drivers
  • Completed or actively working towards a Broker (RIBO) Level 2 Licence or equivalent depending on provincial requirements
  • Committed to continuously developing your knowledge of emerging trends, critical coverages, and legislative changes through ongoing education and professional development opportunities
  • Ability to satisfy Continuing Education (CE) requirements
  • High degree of business acumen, excellent critical thinking, problem solving and decision-making skills to analyze customer needs and identify ways to meet them
  • Exceptional relationship management and negotiation skills to finalize deals and contracts with clients
  • Knowledge of current market trends and customer preferences to inform product development and sales strategies
  • Continuously expand your network by attending events focused on your emerging areas of interest and client activities
Job Responsibility
Job Responsibility
  • Leads, provides direction to, delegates, supports and evaluates the work of the Manager, Client Experience and the Associate, Client Experience
  • Oversees the client service experience, ensuring high-quality service is provided
  • Is accountable for service, retention, and client renewal and placement results, and provides accountability of the team through delegation, support, and intervention as required
  • Supports the development of sales strategies, identifies process improvements and ensures prompt resolution of client issues
  • Manages and maintains client relationships through regular cadence meetings, engagement, check-ins, and information delivery
  • Conducts due diligence, analysis, and provides recommendations while proactively anticipating needs
  • Provides training and guidance to support the advancement of the Manager, Client Experience
  • Leads, provides direction to, delegates, supports and evaluates the work of the Manager, and Associate of Client Experience
  • In concert with a Strategic Advisor, plans and executes strategic broking approaches
  • Oversees and supports marketing and negotiations, ensuring effective communication and collaboration
  • Fulltime
Read More
Arrow Right

Senior Surveyor - Associate Director Retail

Senior Surveyor – Associate Director Retail Leasing Agency & Advisory UK-Wide Re...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
madisonberkeley.com Logo
Madison Berkeley
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in landlord or occupier retail leasing agency
  • Track record of sourcing and securing new lettings across a national portfolio
  • Ability to prepare and deliver leasing proposals to landlords and asset managers
  • Strong relationship building skills with landlords, tenants, developers, and external advisors
  • Experience coordinating marketing materials and promotional activity
  • RICS accredited degree or similar
  • MRICS qualified (preferred, not essential)
  • Full UK driving licence (preferred)
Job Responsibility
Job Responsibility
  • Advise landlords on leasing strategies
  • Lead nationwide leasing transactions
  • Support key occupiers
  • Provide strategic asset management insight
What we offer
What we offer
  • Highly competitive salary and attractive bonus structure
  • A collaborative, energetic, and high achieving office environment
  • Real ownership, visibility, and recognition for your contribution
Read More
Arrow Right

Director of Advisor Recruitment

The Director of Advisor Recruitment leads a team of Business Development Consult...
Location
Location
United States , Saint Petersburg
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Knowledge of: Financial advisor business models and practice structures
  • Securities industry regulations and compliance standards
  • Recruitment and talent acquisition strategies in financial services
  • Strategic planning and performance management
  • Business development and relationship management best practices. Skill in: Leading and developing high-performing teams
  • Communicating effectively with internal and external stakeholders
  • Analyzing recruitment data and translating insights into action
  • Managing multiple priorities and projects in a fast-paced environment
  • Building and maintaining strong professional networks. Ability to: Inspire and motivate team members toward shared goals
  • Solve complex problems and make data-driven decisions
Job Responsibility
Job Responsibility
  • Lead and manage a team of Business Development Consultants, providing coaching, performance feedback, and professional development
  • Translate strategic recruitment goals into operational plans and ensure alignment with divisional objectives
  • Oversee the execution of advisor recruitment activities, including sourcing, prospect engagement, and home office visit coordination
  • Monitor recruitment metrics and trends to evaluate effectiveness and identify opportunities for improvement
  • Collaborate with cross-functional teams (e.g., Transition Services, Marketing, Compliance) to ensure a seamless advisor onboarding experience
  • Expand the diversity and quality of advisor candidate pipelines through innovative sourcing strategies and partnerships
  • Represent Raymond James at industry events, conferences, and networking functions to promote the firm and build relationships
  • Contribute to the development and implementation of best practices across the recruitment function
  • Partner with senior leadership to refine messaging, positioning, and recruitment processes
  • Ensure compliance with industry regulations and internal policies throughout the recruitment lifecycle.
  • Fulltime
Read More
Arrow Right

Consumer Insight Director

We are partnering with a highly respected global organisation with a strong repu...
Location
Location
United Kingdom
Salary
Salary:
125000.00 - 140000.00 GBP / Year
morson.com Logo
Morson Talent
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive experience leading customer experience, customer insight or market research functions at director level within large, complex global organisations
  • Strong expertise in customer research across a wide range of methodologies, with credibility in both strategic design and practical delivery
  • Proven experience in customer and market segmentation, and in using segmentation to drive real business decisions
  • Deep understanding of customer engagement and user-centred design in a commercial or product-led environment
  • Highly analytical, with the ability to identify market trends and translate insight into actionable strategies and plans
  • Commercially minded, with a clear bias for action and outcomes
  • Excellent stakeholder engagement skills, able to listen, challenge and shape direction in senior, cross-functional settings
  • Confident communicator, able to present clearly and persuasively to executive audiences
  • Resilient and comfortable operating in ambiguous, fast moving environments where views may be challenged
  • Candidates must demonstrate a credible approach to engaging German-speaking customers
Job Responsibility
Job Responsibility
  • Provide strategic leadership for customer experience, customer insight and market engagement activity supporting global product innovation
  • Set the direction for customer research across a wide range of qualitative and quantitative methods, overseeing both approach and execution
  • Lead customer and market engagement programmes to gather deep, unbiased understanding of customer needs, behaviours and unmet demand
  • Develop and apply customer and market segmentation frameworks to inform innovation, prioritisation and commercial decision making
  • Identify and analyse market and customer trends, with a strong focus on long-term customer needs and future opportunities
  • Apply user-centred design principles to ensure customer insight directly shapes product and experience development
  • Translate complex insight into clear, actionable strategies and recommendations for senior leaders and cross-functional teams
  • Act as a trusted advisor and subject matter expert on customer experience and insight at executive level
  • Influence and collaborate effectively across product, commercial, innovation, marketing and regional teams
  • Ensure insight is embedded into decision making, not treated as a standalone activity
  • Fulltime
Read More
Arrow Right

Guest Experience Manager

Four Seasons Hotel Silicon Valley is currently looking for a Guest Experience Ma...
Location
Location
United States of America , East Palo Alto, California
Salary
Salary:
80000.00 - 85000.00 USD / Year
fourseasons.com Logo
Four Seasons
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum five years of progressive leadership experience in luxury hospitality
  • Proven expertise in Guest Experience, Front Office, Concierge, or Rooms Division leadership
  • Strong emotional intelligence, diplomacy, and communication skills
  • Demonstrated ability to manage complex service recovery situations with grace and authority
  • Strong analytical capability and comfort with guest experience systems and data tools
  • Ability to lead cross-functional teams and influence without formal authority
  • Flexible approach required for a fast-paced and guest-driven environment
  • Must be flexible with schedule – Able to work weekdays, weekends, holidays and nights
Job Responsibility
Job Responsibility
  • Lead the full guest journey from pre-arrival through post-departure with a focus on personalization, recognition, and emotional engagement
  • Design, maintain, and evolve guest experience, levels of service, rituals, and service cues that reflect Four Seasons
  • Identify service gaps and create innovative enhancements that elevate the guest experience across all departments
  • Oversee a variety of select guests’ programming with a focus on accuracy, communication, and timely execution
  • When Elite Guests have a reservation at the property, the Director/Manager of Guest Experience is responsible for the oversight of each Elite Guest’s stay, working closely with Elite Contact to ensure a seamless experience
  • For Elite-Centrally Served Guests, the Director of Guest Experience will personally serve as the dedicated On-Property Point of Contact, following checklist responsibilities and maintaining continuous communication
  • Partner with all operating departments to support consistent service delivery
  • Lead operational team involved with personalized service
  • Track trends in guest feedback and lead cross-department action plans to resolve root causes
  • Collaborate with the General Manager and Director of Rooms on sensitive cases to ensure positive resolution
What we offer
What we offer
  • Medical, dental, and vision insurance
  • Holiday, vacation, and sick pay
  • 401k participation with a company matching program
  • Complimentary stays at Four Seasons worldwide (subject to availability)
  • Free employee meals prepared by the culinary team
  • Complimentary dry cleaning of employee uniforms
  • Free employee parking
  • Fulltime
Read More
Arrow Right

Consulting Director, Cloud Security, Proactive Services

The Consulting Director will help drive Proactive Consulting Services across the...
Location
Location
United States , Santa Clara
Salary
Salary:
183000.00 - 252000.00 USD / Year
paloaltonetworks.it Logo
Palo Alto Networks Italia
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4+ years of experience performing cloud security advisement and risk assessments based upon industry-accepted standards
  • 6+ years of professional services and consulting experience and 3+ years of Director (or and equivalent Senior Manager) experience leading consulting delivery teams is highly preferred
  • Experience managing a diverse team of business and technical consultants
  • Cloud Security-related certifications preferred
  • Hands-on experience with a cloud hosting provider (AWS, Azure, GCP, etc.)
  • Deep experience within the cloud native application protection platform (CNAPP) technology or advisory/consulting space
  • Strong fluency in the application of Virtual Machines, SaaS, IaaS, PaaS, FaaS and other public cloud technical infrastructure concepts
  • Possess a deep technical knowledge in Cloud Platforms and the dependencies around such an environment (WAF, SSO, Cloud Threats, API Security, Cloud Security Posture Management)
  • Former experience with cloud migrations (cloud to cloud, or on-prem to cloud)
  • Knowledge of the technical nuances related to SD-WAN and SASE solutions and their application to Cloud Environment access solutions
Job Responsibility
Job Responsibility
  • Serve as a key contributor to the development, maturation, and innovation of Unit 42’s cloud security consulting services
  • Lead and deliver complex cloud security assessments covering architecture, configuration, identity, monitoring, and threat detection across AWS, Azure, GCP, and hybrid/multi-cloud environments
  • Evaluate cloud network architectures, including perimeter protections, VPC/VNet segmentation, API gateways, ingress/egress controls, and cloud-native security services
  • Analyze cloud logging, telemetry, and monitoring coverage
  • identify gaps in detection and alerting
  • and provide actionable recommendations to improve visibility, SIEM/XDR integration, and threat-hunting effectiveness
  • Assess cloud identity and access management (IAM) design, including federation, least privilege models, role delegation, conditional access, privilege escalation paths, and MFA enforcement across cloud providers
  • Utilize cloud-native CLIs, SDKs, and APIs to perform deep technical validation of configurations, controls, and security posture
  • Assess multi-cloud and hybrid-cloud deployments by reviewing interoperability, dependencies, and security impacts between cloud services and on-prem infrastructure
  • Develop strategic cloud security roadmaps that align technical recommendations with a client’s broader business objectives, resource constraints, and long-term security transformation initiatives
What we offer
What we offer
  • FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees
  • mental and financial health resources
  • personalized learning opportunities
  • may include restricted stock units and a bonus
Read More
Arrow Right

Senior HR Advisor

Due to continued growth and development, our client is now looking for a people-...
Location
Location
United Kingdom , Slough
Salary
Salary:
40000.00 - 45000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Have a minimum of 2 years HR Advisor experience
  • Be able to explore, and effectively mitigate risks with the confidence to identify when escalation to the Lead HRBP & Group HR Director may be required
  • Have experience in delivering on HR Projects and working to tight deadlines
  • Have great interpersonal skills to create relationships within the People team, with all People Managers across the contract and the wider Lanes Group network
  • Have the ability to deal with people at different levels
  • Have excellent knowledge of both Microsoft 365
  • Have solid communication skills (both written and verbal)
  • Be resourceful and proactive
  • Be able to multi-task, prioritise, work under pressure and on own initiative
  • Be CIPD accredited (not essential but advantageous)
Job Responsibility
Job Responsibility
  • Strategic HR Leadership
  • Employee Relations & Policy Compliance
  • Workforce Planning & Talent Management
  • Performance Management & Capability Building
  • Change & Transformation
  • Employee Engagement & Culture
  • Diversity, Equity & Inclusion
  • HR Data, Analytics & Reporting
  • Collaboration & Stakeholder Engagement
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy