Position: Advisor Technology Coach
Department: Wealth Management Operations
Reporting to: Training and Development Manager
Location: Onsite - Topeka KS
Overview:
In a continuously evolving industry, technology can emerge as the defining factor for independent advisors. This is precisely why Advisors Excel is actively seeking to onboard a Wealth Management Advisor Technology Coach. In this position, your foremost responsibility will revolve around cultivating advisor relationships, delving into and pinpointing their technology requirements, and subsequently offering recommendations for third-party solutions.
The role of the Advisor Technology Coach requires a strong understanding of diverse third-party industry software systems. Moreover, the individual will need to possess the expertise to support the integration of these software systems with our platform and to provide training.
What you'll do:
- Coach advisors and their staff on the integration of key financial services technology (FinTech)
- Become a subject matter expert on internal tools; including but not limited to Nitrogen, Trade Portal and Orion
- Grow into an expert on 3rd party CRM systems that integrate with our platform, including but not limited to, Salesforce and Redtail
- Create, maintain and update training materials, step-by-step documentation and written/visual materials for online, virtual and in person training programs for Advisors and staff
- Provide ongoing consultation and remote training for advisors and their staff
Experience you'll bring:
- Experience working in the financial industry
- Previous experience working with technology or CRM systems
- Ability to deliver presentations and communicate effectively with all levels within the organization (Both in person and virtually)
- Excellent verbal and written communication skills
- Strong organizational skills: capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
Bonus Points:
- Experience with advisor CRM tools: Salesforce, Redtail, Wealthbox, etc.
- Familiar with Orion, Salesforce and other third party advisor tools
- Experience in learning and development and creating online training programs
- Familiar with training tools: Camtasia, Vyond, Audacity, Articulate Rise and 360
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
Nov 12, 2024