Customer Experience Manager, Investment Accounts
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About This Role
The Customer Experience Manager, Investment Accounts will lead a high-performing team and play a vital role in coaching, developing, and inspiring team members to deliver exceptional client support across complex financial topics. This role is based in Denver, CO or Westlake, TX and requires in-office attendance. The ideal candidate will have prior leadership experience, strong interpersonal and communication skills, and deep subject matter knowledge in financial services, specifically equities, corporate actions, and retirements. The role offers a chance to work on challenging, high-impact projects and contribute to the future of finance.
Key ResponsibilitiesAI-extracted
- 1Coach and develop a team of customer experience professionals, focusing on performance across key qualitative and quantitative metrics
- 2Cultivate a positive, inclusive team culture that aligns with Robinhood’s values
- 3Respond to complex customer issues and serve as an escalation point for inquiries related to stock trading, corporate actions, and market mechanics
- 4Support the team with expertise in equities-related topics including options, margin, and futures
- 5Guide the team through change with effective communication and clarity
RequirementsAI-extracted
- Active FINRA Series 7, 63, and 24 (or 9/10) licenses required
- Prior leadership experience with a proven ability to drive results
- Strong interpersonal and communication skills, with a passion for mentorship
- Deep subject matter knowledge in financial services, specifically equities, corporate actions, and retirements
- Typically: ability to work in a fast-paced environment and lead through ambiguity and organizational change
Perks & BenefitsAI-extracted
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