Director of Elite Client Experience & Retention

Posted 2 days ago

dew wealth managementPhoenix (AZ)

Personal Financial AdvisorsTrust, Fiduciary, and Custody Activities

SENIORITY

Senior

About the role

Dew Wealth Management in Phoenix, AZ is seeking a Client Experience Director to be the connective tissue between service excellence and entrepreneurs who trust us with their finances. You will own the proactive relationship cadence across approximately 215 client families and growing, from welcome videos to referral asks, ensuring no one falls through the cracks.Reporting to Nick West, Senior Wealth Strategist, this in‐office role emphasizes onboarding, retention, and personalized concierge

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.