Tech Success Consultant
Core
On-site consultant embedded in network offices to advance financial advisors' sales effectiveness and practice growth through technology solutions and customized consulting.
Role type
Senior IC technology success consultant (financial services)
Builds
Advisor practice technology adoption, digital strategy alignment, and client-advisor experience improvements
Domain
Financial services / Insurance sales technology
Required skills
Technology support, consulting, training/coaching, relationship building, project management, vendor management, hardware/software troubleshooting, sales cycle knowledge
Preferred skills
Financial services industry experience, technology support background
Technologies
Enterprise technology suite, third-party technology solutions, software support tools
Responsibilities
Develop relationships with financial advisors and network office leadership; assist advisors in using technology tools effectively; provide advanced project consultation for office buildouts and upgrades; manage escalations and enterprise technology implementations; collect and relay user feedback; suggest technology applications to improve advisor practices; deliver training on technology best practices; handle vendor management for third-party solutions.
Seniority
Mid-level, hands-on IC