PCG Technology & Training Associate

PCG Technology & Training Associate

Job Category : Private Wealth Management

Requisition Number : PCGTE002982

Location : Little Rock, AR 72201, USA

Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Serve as the primary liaison between Private Client Group Technology Team and financial consultants and support staff to ensure alignment on system requirements, enhancements, and issue resolution.
• Act as a subject matter expert on internal platforms used by financial consultants, including CRM, portfolio management, books and record and reporting tools.
• Design and deliver training, documentation, and one-on-one coaching sessions for financial consultants and support staff on the effective use of technology tools.
• Gather user feedback, identify recurring technology pain points, and collaborate with internal teams to prioritize enhancements or new solution development.
• Support business process optimization by identifying and recommending technology-enabled improvements to drive efficiency, scalability, and client satisfaction.
• Participate in the rollout of new platforms and upgrades, including user testing, communications, and change management activities.
• Maintain a working knowledge of industry trends and best practices in wealth management technology.
• Track and report on key performance indicators (KPIs) related to technology adoption and training effectiveness.
• Perform other tasks as assigned by management.

EDUCATION AND / OR EXPERIENCE

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.