Director, Engagement Management, Wealth Management

Day & Zimmermann

. Define and execute the Engagement Management strategy, implement best practices, and scale processes to support business expansion .

Posted 11/9/2026full-timeRemote • Florida • United StatesLead💰 $124,100 - $186,240 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Engagement Management strategy, operational process design, and team leadership to drive business expansion and customer satisfaction. Proven ability to scale programs and optimize team performance in fast-paced environments.

Highest-signal resume keywords

Engagement Management StrategyTeam LeadershipOperational Process DesignMetrics TrackingCustomer Success

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

KPI EstablishmentProject Management ToolsAnalytics PlatformsRevenue Growth StrategiesProgram Scaling

Soft Skills

Exceptional CommunicationLeadership SkillsMentoring

Tools & Technologies

Reporting Dashboards

Industry Keywords

Professional ServicesCustomer SuccessEngagement Management

About the role

Key responsibilities & impact

Define and execute the Engagement Management strategy, implement best practices, and scale processes to support business expansion
Hire, mentor, and manage a team of Engagement Managers while fostering a culture of accountability and growth
Act as a key liaison across Recruiting, Operations, Product, and Engineering
Oversee deployment of project management tools, reporting dashboards, and analytics platforms
Establish KPIs to track performance, project health, and customer satisfaction
Partner with Sales and Account Management to drive new business opportunities and ensure successful project scoping, pricing, and delivery

Requirements

What you’ll need

Bachelor’s Degree in Arts/Sciences (BA/BS) Computer Science, Engineering, or other STEM discipline or equivalent experience Required
10+ years in professional services, customer success, or engagement management, with 5+ years leading teams. Required
Demonstrated success in scaling programs and teams in fast-paced environments
Strong track record of partnering with Sales to drive revenue growth
Expertise in operational process design, metrics tracking, and team performance optimization
Exceptional communication and leadership skills
Travel up to 20% to client and corporate locations