Centura Investment Advisory, headquartered in San Diego with a national presence, seeks a Director, Client Experience to own the end-to-end client and advisor experience across platforms and workflows. You will drive multi-year technology roadmaps, evaluate AI-driven solutions including Claude Teams, and lead build-vs-buy decisions with strong business cases.
You will manage vendor relationships, MSPs, and budgets, while ensuring data governance and regulatory compliance.
#J-18808-LjbffrDirector, Client Experience & AI-Driven Growth in san diego at Unknown Company
This position is listed as full time and onsite.