Wealth Platform Engagement Manager | Remote

Reports to the Vice President of Wealth Strategy to manage strategic initiatives, drive systems and platform adoption, serve as a service leader in supporting the needs of advisory teams in the field, and advocate for operational efficiency and excellence in client and advisor experience.

Essential Duties and Responsibilities (includes but is not limited to):

Purpose: Enable transition of new advisors and branch offices through training and focused efforts to drive adoption of technologies, systems, and best practices.

• Work collaboratively with M&A teams, incoming advisor teams, and the Vice President of Wealth Strategy to develop a transition and engagement plan for each new branch office.

• Build relationships with incoming advisor teams through consultative inquiry and by serving as a quarterback for all questions related to the platform.

• Conduct virtual and in-person training sessions for individual advisors and teams across all platform solutions and capabilities, leaning on internal teams for subject matter expertise as needed.

• Serve as an advocate for an exceptional incoming advisor experience that balances training and transition needs with business goals, team capacity, and effective change management.

• In collaboration with the Vice President of Wealth Strategy, evolve and improve the project management aspects of new firm onboarding through after-action analysis and submission of recommended changes to the master Project Plan maintained by the PMO team.

Platform & Best Practice Advocacy

Purpose: Drive deeper platform adoption and best practice deployment across all Wealth branch offices.

• Develop subject matter expertise in technical tools that make up the Wealth platform and in the organization’s approach to using those tools to drive an exceptional client experience.

• Serve as a central point of contact and a knowledge resource to advisors and their staff for questions related to systems deployment, day-in-a-life best practices, and optimizing the use of resources, networks, and initiatives to power growth and client service.

• Conduct training sessions, both virtual and in person, for individual advisors, advisor teams, and at regional and national gatherings.

• Collaborate with internal teams to build the Knowledge Database of accurate training materials, including job aids. Proactively manage the training materials library to ensure continued relevance and meet the needs of the field.

• Collaborate with internal teams in enabling and executing on the Change Management Toolkit related to the development and rollout of new technologies, features, and best practices.

Systems Evolution & Deployment

Purpose: Serve as an advocate for the field in collaboration with the Vice President of Wealth Strategy to drive systems evolution, updates, and integrations for a stronger Wealth Platform with exceptional user experience.

• Work collaboratively with advisor teams and internal teams to identify opportunities for stronger integration, data integrity, and best practices across Wealth.

• In collaboration with the Vice President of Wealth Strategy, develop and project-manage initiatives and special projects to advance and augment the Wealth Platform, including new system capabilities, new vendor relationships, and new point solutions to improve efficiency and collaboration.

• Represent the Home Office Wealth Solutions team to advocate for department-level initiatives that can improve the quality of life on platform for advisors and their teams. Serve as a field expert and a systems superuser in conversations that concern field needs, expectations, and operational/technology/systems gaps.

• In partnership with the VP of Wealth Strategy, engage with the field through facilitated study groups and superuser groups to co-create/refine best practices and gather system development feedback. For system upgrades and new features, take ownership of defining the solution criteria, work with the Product Team on prototype development, and drive user acceptance testing.

• Develop and monitor KPIs to track the impact of strategic initiatives and success in driving platform adoption.

Qualifications & Experience:

• 3–5 years of experience in both client and advisor supporting functions, such as Client Service, Operations, or Transitions

• Bachelor’s degree or equivalent experience required

• Strong experience working with Orion and Salesforce

• Strong experience in project management and stakeholder management

• Ability to work well as a part of a distributed team, managing multiple tasks and prioritizing based on business needs; proven ability to meet deadlines, make accurate decisions, and triage needs in a changing environment with many unknowns

• Excellent relationship-building skills

• Effective conflict management, problem solving, analytical, and decision-making skills

• Commitment to foster a positive, upbeat, constructive work environment

• Commitment to the financial planning philosophy

• Ability to travel as needed (generally not more than once per month)

• Advanced proficiency in MS Outlook, Word, Excel, PowerPoint, and Teams