Change Implementation Consultant

• Provide assistance at all levels including onsite account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities
• Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans
• Manage the ongoing relationship with the new advisor and branch during the transition period
• Provide onsite and remote training and support to Financial Advisor and support team
• Act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client
• Provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members
• Recommend solutions for complex issues, related to the client, advisor, platform, and process
• Assist in maintaining training materials and manuals and quick reference materials
• Conduct instructor-led training sessions for newly onboarding advisors and sales associates
• Recommend and implement improvements to process and procedures

2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Experience providing support to client facing employees
• Strong conflict resolution skills
• Ability to troubleshoot operational issues
• Ability to manage multiple and competing priorities
• Ability to work in a time sensitive and often pressured environment
• Knowledge and understanding of brokerage industry: products, services, operational policies, systems and procedures
• Strong analytical skills with high attention to detail and accuracy

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement