Technology Solutions Consultant
Core
Provide technology coaching and consulting to financial professionals to help them grow efficiencies and create a high-touch client experience.
Role type
Technology Solutions Consultant (IC)
Builds
Technology adoption strategies, client experience solutions, and scalable workflows for financial professionals
Domain
Financial Services / Business Technology Consulting
Deliverable
product features
Required skills
Business coaching, CRM strategy, digital solutions implementation, AI tools integration, change management, process improvement, virtual/in-person training delivery, stakeholder relationship building, metrics analysis, presentation skills
Preferred skills
FINRA registrations (Series 6, 7, 24, 63/65, 66), SIE certification
Technologies
CRM solutions, document management tools, workflow tools, Microsoft Office, Outlook, Excel, PowerPoint
Responsibilities
Conduct discovery on client needs and obstacles, formulate recommendations for process improvement, guide financial professionals through change management, conduct virtual and in-person coaching and educational sessions, facilitate virtual study group meetings, create and deliver peer panel technology symposiums, create podcast content to highlight technology improvements, develop repeatable strategies for digital tool adoption
Seniority
Mid-Senior, hands-on IC
