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Sr. Digital Product Consultant

Pennington, New Jersey;

Job Description:

Responsibilities:

Reporting to the Head of Advisor Facing platforms, the Sr. Digital Product Consultant will be responsibility for leading major strategic initiatives including expansion of our virtual assistant building out predictive Insights and CEW workstation applications.  They will also provide critical input in establishing a strategic roadmap for improving Advisor Efficiency including improving navigation and overall user experience. 

Core focus area will be CEW and the Erica Virtual Assistant platforms
The major initiatives listed above are all multi-year, integrated efforts on behalf of Digital Wealth Management. Successful candidates will work closely with Senior management, other lines of business, control partners, Financial Advisory Councils to define strategic roadmaps, demonstrate proposed enhancements and define field roll out plans for key enhancements
Ideal candidate would have deep knowledge of the Agile process including working with technology to define requirements
An understanding of Financial Advisory teams is also a plus

 

 Key Qualifications for the Role: 

3+ years of experience in financial services with expertise in developing digital capabilities and designing and Financial service expertise
User Experience knowledge is a plus
Overall experience in implementing technology projects within Financial services required
Self-starter with exceptional project management skills and ability to work both independently and in a group to drive project to completion
Ability to juggle multiple priorities with competing deadlines in a fast-paced environment required
Strong analytical capabilities and problem solving skills required
Must be able to effectively communicate in both business and technical contexts
Must have ability to build consensus across teams
Excellent verbal/written communication and interpersonal skills required
Familiarity with Agile a plus

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Responsibilities:

Reporting to the Head of Advisor Facing platforms, the Sr. Digital Product Consultant will be responsibility for leading major strategic initiatives including expansion of our virtual assistant building out predictive Insights and CEW workstation applications.  They will also provide critical input in establishing a strategic roadmap for improving Advisor Efficiency including improving navigation and overall user experience. 

Core focus area will be CEW and the Erica Virtual Assistant platforms
The major initiatives listed above are all multi-year, integrated efforts on behalf of Digital Wealth Management. Successful candidates will work closely with Senior management, other lines of business, control partners, Financial Advisory Councils to define strategic roadmaps, demonstrate proposed enhancements and define field roll out plans for key enhancements
Ideal candidate would have deep knowledge of the Agile process including working with technology to define requirements
An understanding of Financial Advisory teams is also a plus

 

 Key Qualifications for the Role: 

3+ years of experience in financial services with expertise in developing digital capabilities and designing and Financial service expertise
User Experience knowledge is a plus
Overall experience in implementing technology projects within Financial services required
Self-starter with exceptional project management skills and ability to work both independently and in a group to drive project to completion
Ability to juggle multiple priorities with competing deadlines in a fast-paced environment required
Strong analytical capabilities and problem solving skills required
Must be able to effectively communicate in both business and technical contexts
Must have ability to build consensus across teams
Excellent verbal/written communication and interpersonal skills required
Familiarity with Agile a plus

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21073799

Band: H4

Manages People: No

Travel: Yes, 15% of the time

Manager:

Talent Acquisition Contact:

Cynthia Slater

Referral Bonus:

0