Implementation Specialist
Core
Designing and implementing AI-driven document templates and company knowledge systems for Australian financial advice firms to automate compliance and reduce administrative workload.
Role type
Implementation Specialist (Financial Advice Technology)
Builds
Scalable document templates, company knowledge configurations, and reusable structures for financial advice software.
Domain
Financial Advice / Financial Services / AI Implementation
Required skills
Paraplanning experience, Financial advice strategy knowledge (superannuation, tax, investments, insurance, SMSF), Template design and editing, Customer onboarding, Technical specification translation, Training and best-practice sessions
Preferred skills
Ex-adviser background, Compliance officer experience, Pattern recognition, Ambiguity tolerance
Technologies
Marloo platform, Document management systems
Responsibilities
Build and edit document templates from scratch and repair existing ones, Configure firm-specific company knowledge and context, Implement and onboard new firms into the system, Resolve template tickets by diagnosing issues and making amendments, Train advisers and paraplanners on best practices, Scale solutions by turning repeat issues into standards and reusable structures, Feed product and engineering teams with actionable failure patterns
Seniority
Mid-level, hands-on IC
