PCG Technology & Training Associate

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