Client Experience Team Lead - Darwin Wealth ManagementTampa, FL - Farther : Job Details

As a Client Experience Associate, you are at the core of Darwin's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support that seamless experience by executing the financial operations required for onboarding, ongoing requests, and any complex needs. You will work closely with our product and engineering teams to continually push the boundaries of wealth management.

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

Your Impact

• Act as the key relationship manager for advisors and clients
• Support advisors by performing and managing daily tasks for the business and existing clients
• Help advisors execute operational follow-up action items for clients
• Act as a liaison with our custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.)
• Identify and escalate issues to the product team to guide our roadmap and improve the operations and client service function
• Establish and maintain positive and effective relationships with Farther's advisors, custodians, and third-party vendors to ensure client satisfaction

The Ideal Match

• Bachelor's degree with 2+ years of previous work experience in a similar position
• Strong interest in client service, relationship management, and operational support
• Team player with a positive attitude and a strong work ethic
• Highly organized with exceptional attention to detail and strong communication skills
• Comfortable working in a fast-paced environment and ability to handle multiple competing tasks

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 Pershing
• Comprehensive knowledge of the financial industry
• Passion for creating increased efficiencies within current operational processes for the business and servicing clients

Why Join Us

At Darwin, we don't just evolve with the timeswe 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 performanceif you believe wealth is a tool for freedom and fulfillmentDarwin is where your next chapter begins.

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