Business Execution Associate

• Provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, eSign, Client Management, Client Review Center and eMoney®
• Provide how-to and navigational training and assistance through inbound call support and/or inbox and escalations
• Participate in all required training and remain current on all application releases and updates
• Identify opportunities for process improvements within scope of responsibilities or functional area
• Analyze performance trends, identify developmental needs, and provide coaching techniques and recommendations to improve performance
• Partner with different Product Teams stay ahead of updates as well as raise their hand when issues arise
• Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with other Platform Support colleagues, internal partners, and stakeholders

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

• Financial services industry experience
• Experience facilitating and delivering education or other related facilitation experience such as group meetings or presentations
• Coaching and training experience in the financial services industry
• Knowledge and understanding of sales and marketing: growing a business or portfolio of clients
• Experience supporting Advisor Gateway, Client Management, Client Reporting, and Mobility applications
• Customer service focus with the ability to listen to customer needs and recommend best practices
• Basic Microsoft Excel skills
• Intermediate Microsoft Office (Outlook, Word, PowerPoint, Teams and SharePoint) skills
• Excellent verbal, written, and interpersonal communication skills
• Excellent organizational, multi-tasking, and prioritizing skills
• Excellent problem-solving skills
• Ability to manage multiple and competing priorities