Responsibilities
- Collaborate superbly with Advisory Leadership and colleagues across the firm to understand and identify core learning needs of the Advisor community
- Update and audit training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging
- Review their own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards
- Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed
- Willingness to facilitate weekly learning sessions for new-to-firm and new-to-role advisors in the community
- Build relationships with internal subject matter experts and coordinate live-based and on-demand learning opportunities
Requirements
- Bachelor’s degree
- 5+ years’ experience in Financial Services or related profession.
- Served as part of an Advisory team for 2+ years
- Familiarity with WealthTech platforms such as Salesforce, Orion, MoneyGuide, eMoney, Holistiplan, or similar financial technology tools.
- Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role.
- Strong organizational skills with the ability to manage multiple requests and priorities simultaneously, and meet deadlines.
- Advanced written and verbal communication skills with a service-oriented mindset.
- Comfort working with technology platforms and learning new systems quickly.
- Critical thinker: able to understand core objectives and creatively solve for methods to achieve them.
- Deep understanding and appreciation of the advisory industry, with a continual mindset of what we can create to educate and inspire them.
- Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment.
Nice to Have
- Professional certifications specific to the advisory industry (CFP, CPA, EA preferred)
Additional Information
- This position is an exempt position.
- The annualized base pay range for this role is expected to be between $70,000-$90,000 base salary compensation range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.