Director of CX & AI Strategy

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.

In This Role, You Will:

• Build, coach, and develop a CX team across phone and written support channels. Set performance expectations, run structured 1:1s, deliver real-time feedback through call and case reviews, and support career growth through a documented internal progression path.
• Bring strong expertise in CX metric frameworks. Govern the CX metric framework in alignment with the global operating model. Own the full metric stack: CSAT, Customer Effort Score, FCR, AHT, response and resolution SLAs, quality scores, AI containment rate, AI resolution rate, and the leading indicators that dictate each. Set targets with leadership, monitor variance through a weekly operations review, and close gaps with documented action plans and owners.
• Oversee quality management end-to-end across phone and written channels: parallel scorecards per channel, weekly calibration, risk-weighted sampling for human-handled interactions, 100% AI-handled interaction auditing for grounding accuracy and policy adherence, and coaching loops with documented follow-through. Define the escalation path when QA detects a pattern that crosses from coaching issue into compliance issue.
• Oversee workforce management end-to-end: forecasting against market hours, product launches, seasonality, and volatility events; documented shrinkage assumptions; real-time intraday adjustments; and capacity planning that accounts for AI deflection trajectory so headcount scales with what AI cannot absorb.
• Govern the client-facing help center and internal CX knowledge base as products, with defined ownership, version control, retrieval optimization for AI agents and agent copilots, freshness SLAs tied to product release cadence, and measurement against deflection, grounding accuracy, hallucination rate, and CSAT. Identify recurring contact drivers and remove the underlying cause through self-service flows, in-product guidance, article rewrites, or platform fixes routed to Product or Engineering with a defined owner and ship date.
• Govern all outbound customer communication, including large-scale email campaigns, AI-generated response drafts, response templates, and in-platform content such as banners, push notifications, and pop-ups. Hold all outbound content, AI-generated or human-authored, to the same brand, accuracy, and disclosure standards.
• Use AI tools hands-on in daily work. Own the operational performance of AI-assisted CX, including chatbots, agentic assistants, intelligent routing, agent copilots, and QA automation, in partnership with the AI platform team. Define and maintain the standard for AI-handled contacts across containment, AI resolution rate, grounding accuracy, hallucination rate, escalation quality, sentiment delta, and CSAT. Govern the AI escalation taxonomy and own the change management process when prompts, retrieval sources, or model versions change.
• Serve as the senior escalation point for complex client inquiries, including high-dollar disputes, complaints with regulatory exposure, and interactions flagged for compliance review. Document each escalation outcome and feed patterns back into the QA scorecard, knowledge base, and AI escalation taxonomy.
• Champion strict adherence to FINRA, SEC, and internal policy across all client-facing interactions, human and AI-generated. Enforce risk controls and escalation frameworks. Maintain documented evidence of QA, complaint handling, AI grounding audits, and corrective actions in alignment with FINRA examination and internal compliance audit requirements.
• Operate a continuous Voice of Customer program. Synthesize signal from QA, surveys, complaints, contact drivers, AI transcripts, app reviews, and direct interaction sampling into a structured VoC narrative using sentiment analysis across 100% of interactions, not survey samples alone. Translate recurring themes into prioritized resolution patterns for Product, Engineering, Compliance, and senior leadership with a defined next step, accountable owner, and ship date.
  
  Close the loop back to the team and clients when changes ship, and measure whether the fix reduced the underlying signal.

The Skills You Bring:

• Undergraduate degree or equivalent professional experience. Advanced degree or relevant certification (PMP, Six Sigma, contact center operations, or AI/CX program certifications) preferred.
• Series 7 required. Series 24, or Series 9 and Series 10, required.
• Minimum 3+ years in CX leadership with direct people management responsibility…