About the company

Robinhood is democratizing our financial system. With customers at the heart of our decisions, Robinhood is lowering barriers, removing fees, and providing greater access to financial information. Together, we are building products and services that empower people to achieve their financial goals.

Robinhood is a fast-growing company that has been recognized as a CNBC Disruptor 50 (2019), and included on LinkedIn’s Top Startups list (2018). Robinhood is headquartered in Menlo Park, California, with offices in Lake Mary, Florida, and London, UK.

About The Role

Robinhood’s Customer Experience team is committed to providing outstanding service to our customers -- many of whom are investing for the first time. At the heart of this effort is our team of dedicated Customer Experience Associates (CXAs) and Licensed Customer Experience Representatives (CXRs), who serve as the voice of our customers and help resolve issues quickly, efficiently and with empathy. In your role as Senior Customer Experience Manager, you will lead a team of CXAs and CXRs as they assist our ever-growing customer base. Your success as a manager will be measured by the professional development of your team members as well as your ability to coach and aide them in complex financial topics like Equities Trading, Margin, Day Trading Regulations, and Options trading.

You will:

Manage a team of 10-15 Licensed CX team members to produce outstanding results and improve their own skills. As a Senior CX Manager, we expect you to coach and mentor your team, overseeing their professional development and helping them achieve top metrics and high quality standards.

You will also serve as a subject matter expert for our most escalated teams, covering the most complex subject areas of our operations: Options trading, Margin, and Equities trading. As such, it is vital that you hold your Finra Series 24, 7, and 63 (or equivalent) licenses. Given the complex topics that your team will be assisting customers with, you will interact frequently with our Middle-Office, Back-Office, Risk, and Compliance teams in your role as manager.

As you increasingly demonstrate an advanced management toolkit, we may empower you to lead other CXMs as well.

Key Responsibilities

  • Oversee day-to-day management of a team of 10-15 Licensed CXRs
  • Command deep knowledge of Equities Trading, Options Trading, Margin, and Day Trade regulations
  • Foster the long-term professional development of the individuals on your team, identifying strengths and weaknesses and working alongside them to improve performance over time
  • Provide coaching for your team on relevant financial services subject matter and excellent customer service
  • Foster a culture of professionalism, customer advocacy, personal development, and regulatory compliance on your team and beyond
  • Work with your team to recognize patterns of customer inquiries so that the underlying issue can be documented and eliminated by our engineering teams
  • Handle customer escalations from your team


  • Bachelor’s Degree from an accredited institution
  • 8+ years experience in customer-facing operations, either at a respected mid-stage startup or a retail broker-dealer
  • 4+ years experience managing customer-facing teams
  • Strong management toolkit with a reputation for leaving thriving employees in your wake
  • Uncompromising integrity and strong dedication to professionalism
  • Ability to think critically and apply logical problem-solving skills to isolate and resolve issues
  • Strong written and verbal communication skills
  • Attention to detail and strong analytical skills
  • Interest in and familiarity with financial services and the stock market
  • FINRA Series 7, 63, and 24 Licenses

Key Attributes

  • Expert on Financial Services Subject Matter
  • Experience in other Brokerage Firms
  • Great coach / mentor
  • Professional / integrous
  • Strong sense of ownership and responsibility
  • Data-driven
  • Strong critical thinking and analytical skills (e.g. pattern recognition)
  • The ability to concisely and accurately communicate complex topics

Note to Recruiters and Placement Agencies: Robinhood does not accept unsolicited agency resumes. Robinhood does not pay placement fees for candidates submitted by any agency other than its approved partners.

8 days ago - source