You will work across the full stack to build and maintain the internal Experience Service Center portal, including workflows, integrations, and AI-assisted tooling. You will also develop API and service layers to classify inquiries and provide data-backed reporting to support operations specialists.
Develop and execute a comprehensive content strategy to support distribution partners and financial advisors through original thought leadership and sales enablement materials. Manage SEO and AEO initiatives while implementing AI-embedded workflows to scale content production efficiently.
The AVP will lead strategic growth and innovation initiatives by translating high-priority opportunities into operating capabilities and launched solutions. They will manage complex partnerships and develop integrated roadmaps to align technology, product, and distribution teams.
The Head of FI Partnerships will develop and execute the distribution strategy for financial institutions, including prospecting, signing, and managing long-term partnerships. They will also build and lead a team to oversee the end-to-end partner onboarding lifecycle and ensure operational success.
