Director, Engagement Management, Wealth Management

This is a fully remote position, open to applicants in Florida.

📋 Description

• Develop and implement the Engagement Management strategy, adopting best practices and scaling processes to facilitate business growth.

• Recruit, mentor, and lead a team of Engagement Managers while cultivating a culture of accountability and development.

• Serve as a vital link among Recruiting, Operations, Product, and Engineering teams.

• Supervise the implementation of project management tools, reporting dashboards, and analytics platforms.

• Set KPIs to monitor performance, project health, and customer satisfaction levels.

• Collaborate with Sales and Account Management to generate new business opportunities and ensure effective project scoping, pricing, and delivery.

⛳️ Requirements

• Bachelor's Degree in Arts/Sciences (BA/BS) in Computer Science, Engineering, or another STEM discipline, or equivalent experience is required.

• A minimum of 10 years in professional services, customer success, or engagement management, with at least 5 years in a leadership role is required.

• Proven success in scaling programs and teams in dynamic environments.

• Strong history of collaborating with Sales to drive revenue enhancement.

• Proficiency in operational process design, metrics monitoring, and optimizing team performance.

• Outstanding communication and leadership abilities.

• Willingness to travel up to 20% to client and corporate locations.

🏝️ Benefits

• Comprehensive health benefits including medical, dental, and vision coverage.

• Generous paid time off and flexible working arrangements.

• Professional development and continuous learning opportunities.

• A collaborative and inclusive work environment.