Tech Success Consultant
Core
On-site consultant helping financial advisors and teams adopt technology tools to improve client experiences and productivity.
Role type
Tech Success Consultant (Financial Services)
Builds
Adoption of technology suite within network offices for financial advisors
Domain
Financial Services / Insurance / Investment Sales
Deliverable
product features
Required skills
Advanced troubleshooting (hardware, software, OS, LAN), Consulting, Training facilitation, Sales cycle understanding, Vendor management, Project consultation, Technology needs analysis
Preferred skills
Technology support background, Coaching and training experience
Technologies
Embedded Hardware, LAN, Mobile, Network
Responsibilities
Build trusted relationships with financial advisors to understand business goals, Support technical success using knowledge of computers and networks, Integrate technology into sales workflows, Provide advanced project consultation for office buildouts and upgrades, Manage escalations and oversee technology implementation projects, Identify inefficiencies and recommend technology applications, Assist with technology training and prepare users for rollouts, Manage third-party technology vendors, Track engagement activities and build expertise
Seniority
Mid-level, hands-on IC