Advisor Software has hired Erik Jepson as its new chief customer officer.
In his new role, Mr. Jepson will be responsible for the company’s customer-facing operations, including sales, marketing and client support. He will report to chief executive officer Andrew Rudd.
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"The needs of the advisors and institutions that rely on us remain uppermost in our minds as we continue to expand and strengthen our technology platforms. Erik has experience working on both the customer experience and investment management sides of financial services, and this gives him a unique perspective on how we can best serve our clients in today’s ever-changing marketplace," said Rudd.
Jepson has more than two decades of experience in the financial services industry spanning customer experience, strategic marketing and investment management.
Prior to joining Advisor Software, Jepson was chief marketing officer for Personal Capital, a Silicon Valley financial technology startup.
He has also held senior leadership roles at Charles Schwab, TradeStation, Royal Bank of Scotland and E*TRADE.
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By GlobalDataHe began his career in the investment management group at Donaldson, Lufkin & Jenrette in New York City.
