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.
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
Create and update training materials, including training scripts, tip sheets, and FAQs on new and existing technology platforms
Schedule and facilitate training visits at the client's 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 scheduled online learning portal (representing approximately 35 virtual training sessions per month)
Create on-demand training sessions for use on the client's learning portal
Provide quantitative and qualitative twice-monthly training metrics (quantitative metrics include date of training session, location of training session, numbers of users trained, and topics discussed, and progress measurement; qualitative metrics include user questions raised, user questions answered, and user questions unanswered)
Leverage the issue management escalation process according to a pre-established client process
Measure success by acceptance and adoption
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
75% travel required
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