The managerial shifts are one piece of a push to heighten the digital experience for advisors and clients interested in the company's retirement options.
Chris Flint announced his candidacy several weeks ago, saying he was running to ensure there would be more representation from firms directly offering clients financial advice.
The 12th edition of the "Robo Report" also reports that Vanguard and SigFig scored highly on overall performance among 18 analyzed robo advisor providers.
The firm has made 11 hires at its new St. Petersburg, Fla., headquarters and hopes to have 40 to 50 new or current employees at the new office within the year.