Bilingual Field technology Consultant
Core
Trusted advisor-facing resource supporting independent financial advisors with escalated technology issues, guidance on Manulife tools, and cybersecurity/data management best practices.
Role type
Senior IC field technology consultant (bilingual)
Builds
Operational stability and effective adoption of Manulife technology standards for independent financial advisors
Domain
Financial services / IT support
Deliverable
client delivery
Required skills
triaging escalated technical issues, coordinating cross-functional support, coaching non-technical users, explaining technical concepts, managing technology risk, setting up new advisor practices
Preferred skills
experience supporting independent financial advisors, customer service mindset, sound judgment in issue resolution, managing multiple priorities in reactive environments
Technologies
Microsoft 365, collaboration tools, productivity tools
Responsibilities
Assess and resolve escalated technology issues for advisors, act as liaison between advisors and internal support teams, deliver 1:1 coaching and develop job aids, provide guidance on cybersecurity and data handling, support new advisor onboarding and practice transitions
Seniority
Senior, hands-on IC