AVP, Client Feedback

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

- 5+ years' experience in client experience, feedback management, operations, or service quality roles. - 5+ years' experience working with feedback systems, CRM tools, case management platforms, and/or operational workflows. - 3+ years' experience in the wealth management industry. - Bachelor's degree in communications, business administration, social sciences or related field, or equivalent years' work experience.

- Ownership & Accountability: Demonstrates a high level of motivation, integrity, and commitment to excellence; takes full ownership of work and outcomes, consistently following through on commitments and holding self and others accountable for results. - Client Focus & Quality Execution: Anticipates and meets the needs of internal and external clients, delivering accurate, timely, and high-quality outcomes while maintaining strong attention to detail and operational discipline. - Collaboration & Influence: Builds trust-based cross-functional partnerships, effectively coordinates stakeholders, and drives alignment and outcomes without direct authority by removing barriers and fostering collaboration. - Communication Excellence: Communicates clearly, professionally, and with purpose-adapting message, tone, and level of detail to the audience while maintaining a high standard of written and verbal communication. - Judgment & Prioritization: Applies sound judgment to evaluate information, assess risk, and manage competing priorities in a fast-paced environment; confidently handles escalations and sensitive issues while meeting deadlines and SLAs.