Client Experience Team Lead - Darwin Wealth Management

Tampa, FL

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

As a Client Experience Team Lead, you will be instrumental in leading and mentoring a team at the core of Darwin's client service and operations, ensuring the delivery of a flawless wealth management experience for advisors and clients. You will lead your team in supporting this seamless experience by overseeing and executing the financial operations required for onboarding, ongoing requests, and complex needs. This role involves close collaboration with our advisors and management teams to continually push the boundaries of wealth management.

The Darwin team operates under the Farther umbrella, providing access to a robust technology platform, operational support, and professional development opportunities, all while maintaining the personalized, boutique experience clients expect. This position offers the perfect blend of autonomy and support, empowering you and your team to focus on building strong client relationships and delivering exceptional results.

Your Impact 

  • Act as a senior relationship manager for advisors and clients, handling escalated issues and complex scenarios.
  • Lead, mentor, and train a team of Client Experience Associates, fostering their professional growth and ensuring high performance.
  • Oversee and manage daily tasks for the business and existing clients, ensuring efficient and accurate execution.
  • Guide and support advisors in executing operational follow-up action items for clients.
  • Serve as a primary liaison with our custodians, ensuring efficient processing and confirmation of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.).
  • Proactively identify systemic issues and trends, escalating them to the product team to strategically guide our roadmap and improve the overall operations and client service function.
  • Establish and maintain positive and effective relationships with Darwin’s advisors, custodians, and third-party vendors to ensure superior client satisfaction.
  • Develop and implement best practices for client experience operations, driving efficiency and consistency across the team.
  • Contribute to the ongoing development and refinement of operational processes and procedures.

The Ideal Match 

  • Bachelor's degree with 5+ years of progressive work experience in a similar client service or operational role within wealth management, including at least 2 years in a leadership or supervisory capacity.
  • Demonstrated strong interest and proven experience in client service, relationship management, and operational support.
  • Comprehensive knowledge of the financial industry.
  • A natural leader and team player with a positive attitude and a strong work ethic.
  • Highly organized with exceptional attention to detail and strong written and verbal communication skills.
  • Comfortable working in a fast-paced environment, with the ability to manage multiple competing tasks and priorities effectively.

Bonus Points 

  • Experience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab, Fidelity, and Goldman Sachs.
  • A strong passion for identifying and implementing efficiencies within current operational processes for the business and servicing clients.

Why Join Us

At Darwin, we don’t just evolve with the times—we define the curve. Here, you’ll be part of a team that honors tradition but is unafraid to rethink the rules. You’ll be surrounded by driven professionals who believe the best results come from tailored strategy, shared ambition, and detail-obsessed execution. If you’re ready to deliver more than performance—if you believe wealth is a tool for freedom and fulfillment—Darwin is where your next chapter begins. 

Start with tradition. Stop at nothing. Join the evolution at Darwin Wealth Management.

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