Become a key driver of client success as an Assistant Vice President focusing on Client Experience at CC&L Financial Group. Utilize your deep financial planning knowledge to enhance Advisor services effectively.
As part of CC&L Financial Group's Private Capital team, this role is ideal for a professional with over a decade of wealth management experience. You will spearhead the implementation and optimization of Conquest software, ensuring that Advisors can deliver an exceptional, comprehensive service. Your strategic approach to change management will foster a client-centered culture that prioritizes goals-based planning.
Key Responsibilities:
• Oversee Conquest software integration and adoption
• Collaborate with internal teams for effective client engagement
• Deliver training for Wealth Advisors on new practices
• Aid Advisors in creating holistic client experiences
• Support in client meetings enhancing sales outcomes
Requirements:
• Must hold a CFP desi...