Vacancy Description
Summary
The responsibility of the role is to advocate and promote the effective use of technology within the network office (NO) territory and facilitate the use of new and existing technologies into the financial advisor's practice and workflow of all NO team members (e.g. CRC, SET, DNOS, Recruiters etc.). Apply a holistic consulting approach on an individualized basis to promote efficient and value-added utilization of technology to achieve individual goals and objectives. This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM’s technology suite to financial advisors and team members in local network, district, and detached offices.
Primary Duties & Responsibilities:
Establish, build and maintain relationships with key roles including financial advisors (FA), FA teams, NO leadership and team members to understand their individual business needs.
Develop deep understanding of in...
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