Director of Client Experience
: Job Details :


Director of Client Experience

Capital Investment Advisors

Location: Atlanta,GA, USA

Date: 2024-10-04T20:22:09Z

Job Description:

At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives.

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.

Client Experience ManagerAt CIA we believe that investments are the ‘what' and Purpose is the ‘why' of what we do. To further this notion, we are actively looking for a forward-thinking and passionate Client Experience Manager to help evolve the CIA Client journey by positioning Purpose at the forefront. Reporting to the Head of Innovation, the Client Experience Manager will identify and execute strategies that broaden our value proposition and foster more meaningful, longer-lasting Client relationships.The ideal Client Experience Manager understands the competitiveness of the Financial Planning landscape, what factors drive decision making for our target demographic, and can use that data to create innovative approaches to client segmentation and service. With a team-oriented approach, the Client Experience Manager will play a critical role in the growth and success of our organization.

Core Responsibilities:

  • Collaborate with Leadership and key stakeholders to build a framework and execution plan for Purpose messaging.
  • Identify opportunities for client segmentation to further customize messaging and service delivery.
  • Build tools and resource materials that empower client-facing teams to deliver Purpose messaging with confidence.
  • Manage the Integrated Partners Program, a group of carefully vetted partner firms offering diversified financial and lifestyle services to CIA clients.
  • Work alongside the Marketing Team to reinforce Purpose in all internal and external materials.

    • Skills & Qualifications:

  • 5+ years of experience in Project or Program Management, preferably within Financial Services.
  • Behavioral Strategy experience a plus.
  • CX experience a plus.
  • Bachelor's degree from an accredited University.
  • Exposure to a variety of project management methodologies such as Agile or Scrum.
  • Well versed in change management principles.
  • Skilled at data visualization.
  • Highly proficient in Excel and project management tools.
  • Excellent communication, presentation, and interpersonal skills.
  • Exhibits the Capital Investment Advisors five core values in everything they do.

    • Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.

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