-Train branch and field personnel on all aspects of desktop technology, best practices, implementing technology solutions for increased productivity, client service and efficiency. Aligns firm and local objectives and initiatives. Primary point of contact for Field Management for all Technology Platform related training programs.
-Possess unique knowledge and experience with ALL legacy platforms and systems
-Become a SME on any changes to the technology platform
-Author and maintain training manuals, materials and newsletters utilized within the field
-Perform a needs analysis within their territory and subsequently develop and maintain a training program unique to their territory
-Ability to tailor the training approach to maximize the impact within their territory
-Initiate and take ownership of projects within the Technology Training Group
-Present at large scale events upon request by the Divisional Training Manager (500 plus attendees)
-Ability to deliver training in a individual one-to-one coaching setting with all levels of the field
-Provide coaching support during the technologies pilot deployment phase
-Drive training discussions in Divisional/Regional meetings
-Provide leadership within divisional training team and branch management
-Develop and maintain a strong partnership between Technology, the BU and the DPRM department
-Mentor and train new Training Specialists, branch technology coordinators, CSA coaches and Learning Partners
-Coordinate feedback and provide unique UX input for development and business areas
-Responsible for demonstrating the capabilities of the technology platform to potential recruits during their VIP visits (specific to their book of business)
-Analyze and report applicable metrics, training impact, field feedback, user experience and escalations
-Expert ability to create presentations/programs and training materials.
-Proven ability to employ cross-platform experience in all aspects of a blended learning program
-Advanced knowledge of Private Client Branch environment and the brokerage industry
-Proven leadership and mentoring ability
-Expert knowledge of PCs, MS Office and Internet applications
-Advanced ability to recognize and communicate ways to leverage technology to enhance business practice, efficiency, time management and communication systems
-Excellent oral and written communication skills
-Strong organization and presentation skills (ability to conduct presentations to all levels of personnel including management).
-Extensive travel up to 80%
-Must be able work independently
-Must be flexible, self-directed and detail-oriented
-College degree preferred or commensurate applicable experience.
-Series 7 preferred