Head of Client

Allworth Financial (  ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at

The Head of Client Experience owns the firmwide strategy for how clients experience Allworth across advice, service, communications, events, technology, and relationship touchpoints. This leader defines the desired client experience, sets service standards, aligns cross-functional partners, and ensures the firm continuously improves the client journey as it grows.

Our vision is a client experience that is personal, proactive, seamless, and consistently excellent across the firm, where every client feels known, valued, and confident that Allworth understands their goals, anticipates their needs, and brings the full strength of the firm to help them make better decisions for their life, family, and legacy. This is a new, high-visibility role: the opportunity to build and lead a function that protects the intimacy of a boutique advisory relationship while delivering enterprise-level consistency, measurement, and scale.

• Define the Client Experience vision, strategy, roadmap, and annual priorities.
• Own the firmwide client experience charter and operating model.
• Lead Client Experience governance across advisory teams, operations, technology, marketing, compliance, investments, and planning.
• Prioritize client experience initiatives based on business impact, client need, and advisor-team adoption.

• Define the client service model by segment, in partnership with leadership, advisors, operations, and planning, so every client receives a clear, intentional experience appropriate to their value, complexity, and needs.
• Establish standards for onboarding, responsiveness, client meetings, follow-up, communications, events, escalation, and service recovery.
• Standardize the firm’s response to the moments that matter to clients, such as onboarding, market volatility, retirement, death of a spouse, liquidity events, estate transitions, and business sales, and equip advisors to deliver them.

• Oversee the Voice of Client program and ensure client feedback turns into action across leadership decisions, training, process improvement, technology investment, and advisor coaching.
• Own CX measurement, including the CX dashboard, and report results and recommendations to senior leadership.

• Set the strategic direction for client communications, client events, and advisor-enabled growth programs, in partnership with Marketing and Advisory.
• Build, lead, and develop the Client Experience team, including the Client Journey & Service Excellence, Voice of Client & CX Insights, and Client Engagement & Growth Programs functions.
• Partner with Practice Management to train and support teams on CX standards, and with field champions to drive adoption across offices.
• Protect the client experience as the firm integrates new offices and acquisitions.

• Owns: CX strategy, CX charter, CX dashboard, and cross-functional CX governance.
• Owns strategy:
  Voice of Client program.
• Owns direction: client service model, client journey standards, and client events and communications strategy.

Success in this role is demonstrated through higher client retention, stronger client satisfaction, more client referrals, greater share of wallet, improved advisor capacity, and better service consistency across offices, teams, and segments.

• 10+ years of experience leading client experience, client service strategy, or client journey transformation in wealth management, financial…