Executive in Residence – Client Experience & Operations

The Role

You'll hold full executive accountability for the organization — leading the team, owning H2 goals, driving product partnership, and ensuring operational continuity across a fast-moving, regulated financial services environment. If you've operated at the C-suite level, led large service organizations, and thrive in high-stakes, ambiguous situations, this is the right challenge.

Your Impact

• Lead the Client Experience and Operations organizations, providing direct management, manager coaching, and executive accountability
• Drive H2 objectives and key results — owning progress tracking, cross-functional accountability, and risk management
• Serve as the primary operational partner to Product and Engineering, translating CX requirements into scalable product solutions and supporting automation implementation
• Maintain service delivery performance — monitor KPIs, manage escalations, oversee daily operations, and support workforce and capacity planning
• Serve as the executive presence within the DFW office, driving employee engagement, local leadership, and cross-functional coordination
• Oversee strategic initiatives, including DFW office renovation — managing project timelines, stakeholder alignment, and executive decision-making
• Support operational readiness across a complex, regulated financial services environment — coordinating across functions on service model implementation, operating procedures, and go-live readiness activities
• Present updates to executive leadership, maintain transparency on key initiatives, and escalate risks appropriately

The Ideal Match

• 10+ years in operations, client services, business operations, or platform leadership
• Executive leadership experience — prior experience reporting to or sitting within the C-suite
• Demonstrated track record leading large service organizations through growth and change
• Strong cross-functional influence skills — you can drive alignment without direct authority
• Excellent communicator; comfortable presenting to executives and representing a team at the leadership level
• Thrives in ambiguity; able to assess quickly, establish trust, and operate without a long runway

Bonus Points

• Experience in wealth management, RIA, Broker-Dealer, fintech, or comparable regulated financial services
• Prior interim or executive-in-residence experience
• Familiarity with advisor-facing platforms or service models
• DFW-based or willing to be on-site in a hybrid environment through the 12-week contract period