Technology Experience Coach

Advisors Excel, LLC; Topeka (KS); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k with matching

On-site café

On-site gym

Primary care access

Generous PTO

Job summary

Advisors Excel, LLC seeks a Technology Experience Coach to guide independent financial advisors and staff in adopting the integrated technology stack. You will develop a broad understanding of the Tech Path suite, explain tool purposes and integrations, and provide proactive coaching to create intuitive, impactful experiences for advisors.

You will collaborate with Product Owners and internal/ external partners to deliver best practices, resources, and ongoing support that maximize technology

Qualifications

• Experience in financial services environments (RIA, Broker-Dealer, or related).
• Familiarity with financial services tech platforms and CRMs; ability to learn new tools quickly.
• Strong coaching, teaching, and relationship-building to simplify tech for advisors.
• Excellent presentation, verbal and written communication for virtual and in-person settings.
• Strong organizational skills and ability to manage multiple priorities in a dynamic environment.
• Self-motivated, proactive with a solutions-focused mindset.

Responsibilities

• Serve as the primary contact for Tech Path tools and guide advisors to resources for deeper training.
• Proactively coach advisors on technology adoption and best practices.
• Create and update training resources, guides, and playbooks for various learning formats.
• Partner with Product Owners to gather feedback and inform platform roadmaps.
• Track usage metrics and design action plans for offices at risk of under-utilization.
• Highlight AE’s technology value in recruiting and growth conversations with top offices.
• Collaborate across Technology, Sales, Marketing, and Operations to align coaching with firm-wide initiatives.

Skills

Financial services experience

CRM familiarity

Coaching & training

Communication skills

Education

Bachelor’s degree

Tools

Salesforce

Wealthbox

Zocks

Snappy Kraken

Retirement Analyzer

AE Portal

Firelight

Daily Business Resource

Job description

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.