Nikki Wright
Director of Client Care at Alterra Advisors | Wow Client Experience | Leadership | Wealth Management | Runner
- Role
- Director of Client Care & Administration at Alterra Advisors
- Location
- Renton, WA, US
- LinkedIn followers
- 500 followers
About Nikki Wright
As the Director of Client Care & Administration at Alterra Advisors, an independent wealth management firm, I oversee the operations and strategic planning of the client experience team. I have more than 15 years of experience in leading and managing teams, processes, and projects in various retail and financial sectors. I am passionate about delivering wow client experience and building long-term relationships with our clients, who have unique and personalized wealth management needs. I leverage my MBA and CFP learnings, as well as my expertise in operations, leadership, and strategic planning, to implement effective strategies that improve productivity, profitability, and client satisfaction. I also coordinate the content development and training program for our client experience team, ensuring they have the skills and knowledge to serve our clients with excellence.
Experience
Director of Client Care & Administration
Jan 2023 — Present · Bellevue, WA, US
Education
Humboldt State University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
1997 — 2001
Portland State University - School of Business
Master of Business Administration (MBA), Finance / Organizational Management
2002 — 2004
Louisiana State University
Certificate, Certified Financial Planner educational requirements
2020 — 2021
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