Director of Client and Advisor Experience

Position Overview

• Location Type: Remote
• Job Type: FullTime
• Salary: $180K - $210K

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals. Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Requirements

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Responsibilities

• Map Earned’s current state omni-channel service model across all service lines and for enterprises, practices and individuals across all touch points.
• Translate our current state service experience to a target future state, underpinned by a wealth playbook that includes sequencing of key advisory activities, required deliverables/reporting, and client touchpoints, including frequency and modality.
• Define roles across all advisors (wealth, retirement, tax, accounting, etc.) and the playbook elements that each are responsible for delivering.
• Inform our approach with market analysis and consider enabling software solutions.
• Codify the playbook into business requirements to inform instrumentation within Salesforce, our client app/portal, and other key systems, including how data is structured and what is tracked.

Reporting Structure

• Reports to: Chief Strategy and Experience Officer

Collaboration

• Collaborates closely across the organization including significant exposure to the CEO and Leadership Team.