Hiring: Director, Client Experience Company: Centura Wealth Advisory Location: San Diego, CA Job Posted Time: 2026-09-14 11:57:19 Target Skills & Keywords : Portfolio Management, Project Management, Salesforce, Vendor Management, Wealth Management About the job Experience: •8+ years in a leadership role combining client or advisor experience, technology strategy, and business development, ideally within financial services or an RIA. Required Skills: •Own the end-to-end experience advisors and clients have with Centura's systems, from onboarding through ongoing service. •Set the multi-year roadmap for client-facing and advisor-facing technology, aligned to Centura's growth strategy. •Lead the evaluation and build-out of AI-driven internal solutions, including tools and workflows built on Claude Teams, to improve advisor productivity and client responsiveness. •Make build-versus-buy calls on new tools and platforms and bring recommendations to leadership with a clear business case. •Set firm standards for responsible, secure use of AI tools across the firm. •Business Development & Growth •Partner with advisors and leadership to build technology and experience capabilities that support ultra-high-net-worth business development. •Identify where client experience gaps cost the firm growth and prioritize fixes accordingly. Qualifications: •Track record building client-facing or advisor-facing experience programs at a custodian, RIA, or comparable wealth management firm. •Hands-on experience evaluating or building AI-driven tools and workflows (e.g., Claude, ChatGPT Enterprise, or a comparable platform) in a regulated business. •Comfort building a business case for build-versus-buy decisions that leadership can act on. •Budget ownership experience, including multi-year capital planning for technology and experience investments. •Understanding of data privacy obligations relevant to a wealth management firm: Reg S-P, GLBA safeguards, state privacy laws, and breach notification requirements. •Background at a top custodian (Fidelity or Schwab preferred) or a large consolidator RIA is strongly preferred, given Centura's own growth and consolidation plans. •Comfortable moving between two registers in the same week: supporting advisors and clients today while planning two to three years out. •Solid functional working knowledge of wealth management systems such as Addepar, Salesforce, or a comparable portfolio and CRM stack. •Hands-on experience building or overseeing AI-driven tools or workflows. •A track record managing vendor relationships and regulatory data obligations; direct cybersecurity program ownership is not required. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!