Business Execution Associate - Platform Trading Coaching

• Provide quality, consultative coaching to the field for investment advisory tools and applications
• Act as a subject matter expert on advisory applications for field and other key business partners
• Identify opportunities for process improvements within scope of responsibilities or functional area
• Participate in all required training, testing, and remain current on all application releases and updates
• Assist with initiatives and deliverables and monitor key indicators to ensure effective performance
• Collaborate and consult with colleagues, internal partners and stakeholders
• Provide in-bound phone and email support to field users on advisory applications, as needed
• Offer escalation assistance for advisory platforms, collaborating with internal partners to resolve matters quickly and efficiently
• Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
• May provide training and onboarding to new or less experienced staff

6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Coaching and training experience in the financial services industry
• Experience facilitating and delivering education or other related facilitation experience such as group meetings or presentations
• Customer service focus with the ability to listen to customer needs and recommend best practices
• Experience supporting investment advisory products and/or applications
• Excellent organizational, multi-tasking, and prioritizing skills
• Intermediate Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams and SharePoint) skills
• Excellent verbal, written, and interpersonal communication skills
• Excellent problem-solving skills
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)