Client Experience & Platform Lead

Join Intellectus "” Head of Client Experience & Platform EngagementSan Francisco | AI-Driven Advisory PlatformIntellectus is redefining what a modern advisory firm looks like"”where wealth management, AI, and human judgment converge.We're looking for a Head of Client Experience & Platform Engagement to own and elevate every aspect of how clients interact with our firm"”from white-glove personal service & Advice to next-generation AI tools.This is a foundational, client-centric leadership role for someone who loves people, understands high-end service, and knows how to drive engagement, loyalty, and adoption.What You'll DoClient Experience (Core)Design and deliver a white-glove client experience for highly sophisticated, high-net-worth individuals and executivesOwn the end-to-end client journey "” onboarding, engagement, communication, and ongoing touchpointsAnticipate client needs and create proactive service modelsServe as a trusted point of contact for key client interactions (as needed)Platform Engagement & AdoptionLead deployment and integration of Intellectus' AI platform across the client baseDrive client adoption and usage "” ensuring clients not only use the platform, but love itTranslate complex technology into intuitive, high-value client experiencesGather feedback and work with internal teams to continuously improve the platformEngagement, Loyalty & GrowthDesign and execute client engagement programs that deepen relationshipsDrive referrals, retention, and expanded service usageCreate experiences that make clients feel like they are part of something distinct and differentiatedIdentify moments that matter and turn them into memorable touchpointsInternal Leadership & CoordinationAct as the bridge between clients, advisors, operations, and product/AI teamsRally internal teams around a client-first mindsetHelp define and scale what "great" looks like across the firmBuild systems and processes that make exceptional service repeatableWhat We're Looking ForSomeone who loves people and thrives on building relationshipsDeep appreciation for high-end / white-glove service standardsExperience designing client engagement programs or experiencesAbility to balance client-facing presence with behind-the-scenes executionStrong organizational and planning skills "” you can orchestrate complexityComfortable working with (and translating) technology / platformsNatural energy, charisma, and leadership presenceThis Role IsA core driver of client satisfaction and firm growthEqual parts relationship builder, strategist, and operatorA chance to shape the future of client experience in advisoryThis Role Is NotPurely administrative or reactiveLimited to support tasksDetached from clients or impactQualifications5-10+ years experience in client experience, relationship management, or platform/customer engagementIdeally from high touch consumer facing company in experiences, travel, private banking, wealth management, fintech, or top-tier tech platformsBackground at a high-end brand or institution (e.g., Apple, American Express, Ferrari, Netjets, GS PWM, JPM Private Bank, leading RIAs, Stripe, Salesforce, Airbnb, Sequoia, A16z)Proven ability to deliver white-glove service to UHNW clients, founders, or executivesExperience owning the full client lifecycle (onboarding ? engagement ? retention ? growth)Track record driving platform/product adoption and client engagementStrong cross-functional operator "” able to work across clients, advisors, ops, and product teamsSystems thinker who can build scalable processes without losing qualityExceptional communication, presence, and judgmentComfortable in fast-paced, ambiguous environmentsStrong SignalsExperience with AI-enabled or digital platformsBuilt or scaled a client experience functionDesigned engagement, loyalty, or referral programsWhat Sets Them ApartHas seen and can recreate best-in-class client experienceThinks in both systems and momentsBalances relationship, product and executionIf you're someone who can create exceptional experiences, rally teams, and make clients feel truly taken care of"”while bringing them into the future of AI-driven advisory"”we should talk.DM or apply to start the conversation.

Created: 2026-05-09