Advisor Experience Specialist

The Advisor Experience Specialist plays a critical role in enhancing advisor satisfaction and operational efficiency by optimizing technology platforms, improving workflows, and driving adoption of tools and processes.

Requirements

• Bachelor's degree in Business, Technology, or related field (or equivalent experience)
• 3+ years of experience in Advisor facing operations, advisor support, or technology enablement
• Strong analytical and problem-solving skills with a focus on process improvement
• Excellent communication and collaboration skills across multiple teams

Benefits

• Choice of two medical plans and two dental plans
• Vision insurance
• Flexible spending accounts (FSAs)
• Company-paid life insurance and AD&D
• Optional additional life insurance and AD&D
• Disability insurance
• Paid parental leave
• Paid time off
• 401k Plan with company match
• Discounted employee travel options
• Access to LinkedIn Learning webinars and courses
• Discounted pet insurance and auto, home, & renters insurance