Parallel Financial is seeking a Director of Client Experience & Engagement in Greenville, SC (Hybrid). As a pivotal role in our $2B RIA platform, you will enhance client service workflows, choose vendor partnerships, and leverage AI for operational efficiencies.
The ideal candidate has 5–10 years in RIA operations, is fluent in Schwab and Fidelity, and can lead a team to deliver outstanding service. Total compensation ranges from $90,000 to $120,000 based on experience.
#J-18808-LjbffrDirector of Client Experience & Engagement — AI-Driven Ops in greenville at Unknown Company
This position is listed as full time and hybrid.