Job Summary:
The Technology Experience role supports the firm’s overall adoption and utilization of technology by way of training and onboarding.
This role is responsible for producing training content and materials, live training sessions, and coordination across subject matter experts to organize materials for utilization by the broader team. Onboarding of technology platforms, enablement, and the team’s internal knowledge repository.
Working collaboratively with Compliance, Product Management, Transitions, and Business Development teams, the Technology Experience Associate delivers organized and optimized custom training plans, content, updates, and schedules.
Location: Stamford, CT or Pittsburgh, PA
Duties/Responsibilities:
Areas of Coverage
- Onboarding and training of new and existing team members
- Advisor and client technology experience
- Supports adoption and utilization of new & existing technologies
- Supports adoption of user workflows & training in business processes
- Producing content and training materials for an internal knowledge repository
- Reviewing new technologies to be implemented within this role
- Ensuring accuracy and monitoring of new data downloads for new teams
Training Flow
- Produces and maintains training content in the centralized repository
- Partners with all teams for SME repository contributions and content
- Receives and provides training updates of new business processes based on new development releases
- Communicates onboarding progress and team adoption of technologies and business processes
Onboarding Flow
- Creation, presentation, and execution of training plan for new team and team members onboarding
- Travel required to assist in onboarding, training of new advisors/team members
- Critical component of transitions team in providing updates on user (client, advisor, client service) experience, training, and overall application/adoption of knowledge
Implementation & Research
- Consultative support for user, technology, and business process implementation
- Scope potential opportunities to enhance training content, plans
- Seek out opportunities to increase employee utilization and engagement of technologies available
- Support intersection and knowledge transfer between advisor/client service, development, and functional areas/home office teams
Structure
- Works in partnership with:
- Compliance
- Product Management
- Business Development
- Onboarding & Transitions
- Development
- Management
- Advisory Teams & Client Service
- Supports:
- Home Office Resources
- Advisory Teams & Client Service
- Clients & Family Offices
Skills/Qualifications:
- 2 years of industry experience
- Bachelor’s degree in Finance, Business, Economics, Information Systems, or related field preferred; not required
- Experience working with Orion Advisor Technology: Orion Connect, Salesforce (CRM), and custodial platforms a plus
- Strong proficiency with reporting systems and Excel
- Ability to collaborate in a cross-functional environment
- Highly communicative, consultative self-starter
- Analytical, highly organized, and adaptable to evolving systems and business processes
