Head of Client Experience and Hospitality
About The Position
The Head of Client Experience & Hospitality serves as the steward of Arcadia’s “Second-to-None” client experience. This role focuses on elevating the emotional and relational aspects of the client journey by creating thoughtful, memorable moments that make clients feel valued, welcomed, and appreciated. At Arcadia, we believe financial advice should feel different — more personal, more thoughtful, and more meaningful. This role helps bring that philosophy to life by identifying opportunities to elevate everyday interactions, designing meaningful client experiences, and ensuring that Arcadia consistently delivers hospitality that feels refined, genuine, and memorable. This is a manager of experiences, not people. The Head of Client Experience & Hospitality partners cross-functionally with advisors, the Client Concierge Team, marketing, operations, and leadership to enhance the client journey, deliver thoughtful hospitality, and reinforce a culture of exceptional service across the firm. The ideal candidate is someone who naturally brings warmth, attentiveness, and creativity to their work — someone who notices opportunities to make people feel special and takes pride in creating moments that clients remember.
Responsibilities
- Elevate the Client Experience
- Own Arcadia’s Client Gifting & Milestone Program
- Plan and Deliver Memorable Client Events
- Enhance the Client Meeting Experience
- Capture Client Insights and Personal Details
- Gather Client Feedback and Experience Insights
- Champion a Culture of Unreasonable Hospitality
Benefits
- 100% employer-paid health, dental, and vision insurance
- Unlimited paid time off (PTO) and flexible scheduling
- Short-term disability, long-term disability, and life insurance — fully covered
- 401(k) retirement plan with 4% company match
- Professional development and continuing education opportunities
- Collaborative, people-first culture that values innovation and accountability
- Engaging workplace perks, including team events, community-focused volunteer initiatives and more
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
