Digital Specialist

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Role/Department Description:

Digital Specialists will create compelling, consistent, and differentiated experiences that deliver sustainable value through integrated marketing and training solutions. The Digital Specialist will work with Wealth Management Financial Advisors (FA) and Client Associates (CA).

The Digital Specialist will be responsible for training on all vendor and client-proprietary technology platforms by creating impactful interactions that increase awareness, drive adoption and position the technology as a valuable resource to increase client satisfaction and capacity. The key objective for the role is to optimize the use of varied and consistent training vehicles across a variety of channels with the appropriate frequency to build and demonstrate product offerings to the applicable audiences.

Role Includes:

- Develop a deep understanding of the technology product offerings (e.g., Wealth Management Workstation, Salesforce, Mobile and Social Collaboration tools, and more)

- Build and maintain strong relationships internally and with the user population

- Schedule and facilitate training visits at the clients wealth management branch locations or events as specified by the client. Onsite training visits will be delivered in classroom format and/or one-to-one sessions

- Deliver virtual training sessions via WebEx or scheduled online learning portal (representing approximately 35 virtual training sessions per month)

- Leverage the issue management escalation process according to a pre-established client process

- Measure success by acceptance and adoption

Job Requirements:

- Bachelors Degree

- 2+ years of client-facing experience

- Exceptional verbal and written communication skills

- Desire to grow and learn in an ever-changing environment

- Excellent interpersonal skills

- A proven ability to work on teams

- Strong knowledge of Microsoft Office or a basic programming language

- 80% travel required
  • 1
  • Negotiable
  • None
  • None
  • Re-142985
  • Permanent
  • 25

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