Tech Guide Advice Support
Core
Provide timely, high-quality technology and tool support to US-based financial advisors to ensure efficient client interactions and advisor productivity.
Role type
Senior IC technical support specialist (financial services)
Builds
Advisor workflows, client onboarding, eMeeting implementation, AI tools, financial planning tools, CRM
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
complex problem-solving, cross-timezone communication, rapid issue resolution, technical platform knowledge, proactive learning, analytical thinking
Preferred skills
innovative solution design, empathy, adaptability to evolving digital capabilities
Technologies
Ameriprise technology platforms, digital tools, integrations, CRM, AI tools, financial planning software
Responsibilities
Serve as primary point of contact for US advisor technology queries; complete cold calls in assigned regions; translate complex technical concepts into clear guidance; maintain deep knowledge of evolving toolsets and system changes; resolve non-standard issues with a service-oriented approach.
Seniority
Senior, hands-on IC
