Client Service and Seller Experience Technologies are core to how our firm serves clients and empowers advisors, agents, and sellers, directly enabling growth, productivity, and customer satisfaction. This leader is responsible for the strategy, delivery, and continuous evolution of two critical technology domains: Contact Center Technology and Seller Experience Technology. Contact Center Technology is the platform our agents use to manage customer interactions across voice and digital channels, enabling agents to access customer context, route inquiries efficiently, resolve issues faster, and deliver personalized support. Seller Experience Technology is the platform our sellers use for a single view of customers, opportunities, and partner relationships, enabling them to manage leads, track pipeline, collaborate across teams, and make data-driven decisions.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Executive