Join IGM Financial as the Manager of Advisor Technology Solutions. This vital role involves training and supporting advisors with Digital Advisor Platform applications in a hybrid work environment.
Become an instrumental part of the IG Strategy team committed to enhancing client experiences through effective technology adoption. This position emphasizes proactive coaching and collaboration with advisors to boost practice efficiency and achieve successful digital integration. You'll build strong relationships while managing change effectively.
Key Responsibilities:
• Provide comprehensive training for Digital Advisor Platform users
• Serve as a technology liaison for advisory teams
• Organize onboarding and continued coaching for new advisors
• Gather and analyze feedback for digital improvements
• Ensure complete and accurate training documentation
Requirements:
• Education in business, technology, or related fields
• Proven track record in client-facing t...