Head of Advisor Experience, Highland Capital Brokerage
Core
Strategic leadership role defining and executing the vision for advisor-facing and customer-facing digital capabilities to drive sales growth and modernize distribution.
Role type
Senior IC product strategy and digital transformation leader
Builds
Advisor platforms, digital channels, and modern distribution models
Domain
Financial services / Insurance brokerage / Fintech
Deliverable
product features
Required skills
Enterprise digital strategy, AI and automation adoption, vendor ecosystem management, Voice of Customer/Advisor program leadership, cross-functional stakeholder alignment, data analytics for behavioral insights
Preferred skills
Life & Health insurance licensure, CRM implementation expertise (Salesforce), workflow modernization, advanced data analytics
Technologies
AI, automation, predictive analytics, CRM systems, digital platforms
Responsibilities
Define enterprise digital experience strategy across advisor and customer touchpoints; Own the advisor platform vision and roadmap aligned to sales growth; Lead strategy and adoption of AI and automation; Build and lead Voice of Customer and Voice of Advisor programs; Oversee relationships with digital platform and technology vendors; Partner with Sales Leadership to drive advisor adoption and productivity
Seniority
Senior, hands-on IC with strategic leadership scope
