Customer Experience Manager (Investment Accounts)

TL;DR

Customer Experience Manager (Investment Accounts): Leading a high-performing team of support professionals to deliver exceptional service for complex financial products with an accent on equities, options, and market mechanics. Focus on coaching team members, driving performance metrics, and serving as a subject matter expert to ensure safety and clarity for clients.

Location: Must be based in Denver, CO or Westlake, TX and work onsite.

Salary: $96,900–$114,000 USD (Zone 2)

Company

A mission-driven fintech company democratizing finance through innovative technology and accessible investment tools.

What you will do

• Coach and develop a team of customer experience professionals to meet qualitative and quantitative performance targets.
• Cultivate an inclusive team culture aligned with company values.
• Guide the team through organizational change with clear communication.
• Serve as an escalation point for complex inquiries regarding stock trading, corporate actions, and market mechanics.
• Provide subject matter expertise on equities, options, margin, and futures.

Requirements

• Active FINRA Series 7, 63, and 24 (or 9/10) licenses required.
• Must be based in or able to work from the Denver, CO or Westlake, TX office.
• Prior leadership experience in a customer-facing environment.
• Deep knowledge of financial services, specifically equities and corporate actions.
• Ability to lead through ambiguity and drive results in a fast-paced environment.

Culture & Benefits

• Performance-driven compensation including bonus programs and equity ownership.
• 100% paid health insurance for employees with 90% coverage for dependents.
• Lifestyle wallet for wellness and learning expenses.
• Employer-paid life and disability insurance, fertility benefits, and mental health support.
• Generous time off including holidays, PTO, sick time, and parental leave.