Advisory Platform Consultant

Primary Duties & Responsibilities

• Translates product strategy into platform design details, implements changes, and tests that products perform as designed.
• Aids in leading platform strategy, design, configuration, execution, and testing for advisory program products and features.
• Understands the impact of regulatory compliance on platform functionality and investment products, and participates in project teams to implement necessary changes to products, programs, or processes.
• Interprets field feedback and customer needs and serves as the go-to product platform expert who can explain and translate product or program platform functionality, features, and functions to internal and external partners.
• Responsible for pre-project planning and business cases for small projects.
• Presents platform enhancements and best practices to large groups of internal and external stakeholders.
• Serves as a deep subject matter expert for internal home office teams that have a platform dependency or are building integrated software or processes with a platform dependency.
• Leads solutioning and investigation for complex platform issues and defects.
• Serves as a subject matter expert for advisors and teams related to platform functionality, including educating and coaching on best practices and mentoring around core methodologies, patterns, standards, and processes.
• Collates feedback from advisors, teams, and internal stakeholders on desired new platform features. Solutions configuration options and platform development projects required to deliver new features.
• Leads the process of documenting requirements, partnering with external vendors and internal stakeholders on feature design, testing, implementation, rollout, and change management.

Knowledge, Skills, Abilities

• Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
• 5 plus years of experience in financial services.
• Demonstrated knowledge of the Wealth Management industry, including product, pricing, and customer preferences.
• Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.
• Ability to participate as a subject matter expert in departmental or cross-departmental initiatives.
• Ability to anticipate impact of decisions, future consequences and trends.
• Ability to build strong internal and external networks and utilize resources in the industry.
• Strong verbal and written communication skills and ability to make effective formal presentations to small and medium size groups.
• FINRA - Non-Registered Fingerprinted.

Compensation

Pay Range - Start: $98,320.00
Pay Range - End: $147,480.00
Structure: 110 Geographic Specific Pay Structure: Structure 115

Qualifications

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Skills

• Analytical Thinking (NM) - Advanced
• Customer Centricity (NM) - Advanced
• Cross Functional Partnering & Planning (NM) - Advanced
• Risk Evaluation (NM) - Advanced
• Product Management (NM) - Advanced
• Industry Knowledge (NM) - Advanced
• Investment Products (NM) - Advanced
• Accountability (NM) - Beginner
• Technical & Digital Acumen (NM) - Advanced
• Data Literacy (NM) - Intermediate
• Learning Agility & Critical Thinking (NM) - Intermediate
• Adaptive Communication (NM) - Advanced
• Product Positioning (NM) - Advanced
• Consulting (NM) - Advanced
• Decision Making (NM) - Advanced
• Insurance Products (NM) - Advanced
• Product Development (NM) - Advanced
• Business Influence (NM) - Beginner
• Customer Service Mindset (NM) - Advanced
• Solution Design Oriented Thinking (NM) - Advanced
• Customer, Market & Ecosystem Knowledge (NM) - Advanced