• Maintain a high level of call activity. Client engagement is key to role. So, F2F / Webex will need to be utilised for maximum impact
• Take responsibility for the successful onboarding of accounts
• Develop in-depth understanding of regulatory requirements impacting our clients
• Ownership of an agreed panel of existing accounts, driving deeper adoption of Dynamic Planner and its investment solutions
• Proactively look for SQL opportunities in your account panel and engage with Sales Team to convert into licence opportunities / additional services
• Assist in larger client rollout projects, working with the Sales Team and the Project Manager for optimal delivery and adoption
• Utilise the adoption dashboard to monitor progress in moving your panel of accounts along the adoption curve
• Promote best practice solutions internally and externally
• Utilise Salesforce to record account activity and project progress
• Build key relationships with our clients and partners, understanding their regulatory obligations, concerns and requirements
• Engage with clients to understand their business processes
• Align client processes with Dynamic Planner best practice model and identify strategies for closing any gaps
• Identification and recording of FAQs, common solutions and user feedback for review by the Product Design team
• Preparation of documentation/training material to back up the support process and related tasks
• Provide knowledge / experience support

• Engaged adviser firms and end client usage
• Collateral created to support the on-boarding of adviser firms plus the Sales & Marketing plans
• The identification of SQL opportunities and assisting in their conversion to additional licence/services
• Grow the adoption of Dynamic Planner within your panel of agreed accounts

Skills

• Self-motivated with a focus on client engagement via F2F / Webex meetings
• Strong communication / influencing skills
• Ability to liaise with clients and partners to understand their business and how our product supports their activities
• Ability to influence key decision makers
• Ability to manage client expectations
• Self-motivated with an exceptional focus on delivery
• Ability to manage multiple clients and track / report on status / development
• Ability to organise resources to deliver on adoption requirements
• Exceptional presentation skills through multiple mediums
• Client relationship management
• Analysis skills
• Time management

Knowledge

• First-hand experience of Wealth Management / Financial Planning gained through involvement in an associated business (Adviser, Business/service manager, relationship manager)
• Completion/working towards the Diploma in Financial Services or equivalent
• Track record of key account engagement and influencing at all organisational levels
• Managed the rollout and adoption of software solutions across organisations – preferred but not essential
• Knowledge and understanding of financial planning tools, front office and back office systems
• A working knowledge of regulatory matters that impact adviser firms and Dynamic Planner solutions
• A track record of creating on-boarding collateral and managing adoption campaigns