Technology Experience Coach

Position: Technology Experience Coach

Department: Strategy

Reporting to: Director of Tech Path

Location: Topeka, KS - Onsite

Overview:

The Technology Experience Coach will serve as an advisor-facing coach, helping independent financial advisors and their staff adopt and fully leverage Advisors Excel's integrated technology stack. Coaches will develop a broad understanding of the entire Tech Path technology suite-helping advisors understand each tool's purpose, use cases, and available integrations. This role goes beyond training-it is about proactive coaching, simplification, and creating "wow" experiences that make technology intuitive, impactful, and valuable for advisors.

The Technology Experience Coach will also collaborate with Product Owners, internal partners, and external vendors to deliver best practices, resources, and ongoing support that maximize technology adoption and deliver measurable results for advisors and their businesses.

What you'll do:

• Serve as the primary point of contact for all Tech Path tools, developing and maintaining a broad understanding of each platform-including its purpose, core use cases, and integrations-and guiding advisors or connecting them with appropriate resources for deeper technical support or training.
• Proactively coach advisors and their staff on technology adoption, best practices, and strategies that enhance efficiency and client experience.
• Create, maintain, and update training resources, step-by-step guides, and playbooks for virtual, online, and in-person learning.
• Partner with Product Owners to provide advisor feedback, test improvements, and inform platform roadmaps.
• Track usage and adoption metrics; engage with offices at risk of under-utilizing tools and develop tailored action plans.
• Showcase AE's technology value in recruiting, retention, and growth conversations with top advisor offices.
• Collaborate with AE teams across Technology, Sales, Marketing, and Operations to align coaching with firm-wide initiatives.

Experience you'll bring:

• Experience working in the financial services industry (RIA, Broker-Dealer, or related).
• Familiarity with financial services technology platforms and CRM systems, including Salesforce, Wealthbox, Zocks, Snappy Kraken, Retirement Analyzer, AE Portal, Firelight, and Daily Business Resource; demonstrated ability to quickly learn new tools.
• Strong coaching, teaching, and relationship-building skills, with the ability to simplify complex technology concepts for advisor audiences.
• Excellent presentation, verbal, and written communication skills, with confidence in both virtual and in-person settings.
• Strong organizational skills and the ability to manage multiple priorities in a dynamic environment.
• Self-motivated and proactive, with a solutions-focused mindset.

Bonus Points:

• Experience designing and delivering onboarding, adoption, or training programs.
• Familiarity with advisor platforms such as: Orion, Nitrogen, client portals, and planning tools.
• Bachelor's degree in a related field.

What you'll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

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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