VP of Advisor Technology Experience

Position :

VP of Advisor Technology Experience

Location : Topeka OR Lenexa, KS

Job Id : 2413

# of Openings :

Position : VP of Advisor Technology Experience

Department : Strategy

Reporting to : Chief Strategy Officer

Location : Lenexa, KS / Topeka, KS - Onsite

Overview :

Do you want to shape innovative technology solutions that help independent financial advisors thrive? Advisors Excel is seeking a dynamic VP of Advisor Technology Experience (Tech Path) to lead our efforts in redefining the advisor journey through innovative tools and platforms. You'll drive strategy, integration, and adoption of solutions that empower independent advisors to work smarter, leverage data, and deliver exceptional client experiences. If you thrive in a fast-paced, collaborative environment and want to make meaningful changes, we want to meet you!

What you'll do :

• Shape the Technology Roadmap : Partner with leadership to develop and execute a forward-looking advisor technology strategy, integrating 10-15 cutting-edge platforms.
• Collaborate with Technology, Sales, Compliance, Operations, and Marketing to create unified, impactful solutions for advisors.
• Lead & Develop Talent : Build and inspire a high-performing team dedicated to advisor onboarding, training, and driving adoption of new technologies.
• Cultivate Powerful Partnerships : Work with internal stakeholders and external vendors to deliver best-in-class results for our independent advisor community.
• Deliver Measurable Performance : Establish, track, and report on adoption, utilization, and ROI metrics to leadership.
• Champion the Advisor Experience : Represent Advisor Technology Experience at recruiting events, retention initiatives, and industry functions.
• Stay Ahead of the Curve : Continuously monitor emerging technology trends and recommend improvements to keep Advisors Excel and our independent advisors competitive.

Experience you'll bring :

Bonus Points :

What you'll get :

Who We Are :

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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