Director, Client Experience

Job overview

Director, Client Experience is an onsite, full-time role in San Diego, CA, with an expected pay range of $215,000–$260,000 per year. The role reports to the COO and serves on the executive committee at Centura Wealth Advisory, an investment and wealth management firm. The director owns the end-to-end client and advisor experience across systems, workflows, and AI-enabled tools. The role sets technology priorities, manages vendors and budgets, and aligns secure, reliable platforms with client service and firm growth.

What you'll do

• Own client and advisor experience across systems
• set the multi-year technology roadmap
• evaluate and develop AI-driven tools and workflows
• make build-versus-buy recommendations
• establish responsible AI standards
• support business development and onboarding
• oversee core systems and vendors
• manage MSP relationships, technology budget, and vendor contracts
• set data governance standards
• report experience, roadmap, risk, and uptime metrics.

What we're looking for

Skills & competencies

director

client experience

wealth management

advisor technology

ai tools

technology strategy

vendor management

data governance

executive committee

san diego ca

centura wealth advisory

$215k–$260k/year

full-time

Work arrangement

• Weekend coverage required

Why this role

Executive committee role with responsibility for AI-enabled workflows, core wealth-management systems, vendor relationships, and data governance.

About the employer

Centura Wealth Advisory is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.