Wealth Operations and Experience Manager

Summary

Join Finary, a company revolutionizing personal finance, as their Wealth Operations & Experience Manager. You will ensure a smooth and compliant client journey, from subscription to digital adoption, building lasting trust. Responsibilities include accompanying clients throughout their investment journey, ensuring A+ onboarding experiences, and serving as a central point of contact for operational and regulatory matters. You will also organize high-quality events, supervise interns, and partner with the product team to refine internal processes. Finary offers a hybrid remote work environment, competitive compensation, and the opportunity to work with brilliant people in a motivating and fast-paced setting. The ideal candidate has experience with high-value clients in private banking or luxury services, understands financial regulation, and excels at building trust and managing complex workflows.

Requirements

• Have previously worked with demanding, high-value clients in private banking, family offices, or luxury services
• Are able to build trust with clients, partners & advisors, communicates with tact and clarity
• Handle complex workflows with precision, leaving no room for approximation
• Have a deep understanding of financial regulation, CIF rules, KYC/AML processes with a previous experience in banking or wealth management
• Are comfortable explaining digital tools to clients, even to the less tech-savvy ones
• Can organize and manage high-end events
• Are capable of managing juniors/interns and supporting team growth
• Continuously look for ways to streamline, structure, and improve workflows
• Fluent French and English is a must

Responsibilities

• Accompany Finary One clients in their investment journey, from subscription to ongoing management, all while ensuring that all steps are fully compliant
• Ensure that customers get an A+ experience while onboarding themselves on the App
• Serve as a central point of contact for clients, advisors and partners on operational or regulatory matters
• Organize high-quality Finary One events (digital or physical) to foster engagement and loyalty
• Supervise and train interns on administrative and compliance-related tasks
• Partner with Product to continuously refine internal processes, always driven by client satisfaction, to reduce delays and improve overall experience

Benefits

• Working with brilliant people in a motivating and fast-paced environment
• Having the opportunity to have a real impact in a sector that touches everyone's life: personal finance
• Being empowered and trusted to bring and become the best version of yourself
• Gathering at the office or in nice places every 6 weeks
• A competitive compensation package