Sr. Manager, Licensed Customer Experience
Betterment- Location
- Betterment Hq - New York City
- Work mode
- Hybrid
- Type
- full time
- Listed
Applications go directly to Betterment. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
This is a Senior Manager, Licensed Customer Experience role at Betterment, based in NYC. The role involves leading, coaching, and developing a team of licensed Investment Adviser Representatives (IARs) who provide white-glove support to high-net-worth customers. The manager will be responsible for team performance, quality, and ensuring exceptional customer experiences.
Skills and focus areas
- customer experience
- team leadership
- coaching
- financial services
- investment advising
- customer satisfaction
- trust building
Summary written by Ramai from the original posting. Full details and requirements are on Betterment’s careers page.
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