Principal Implementation & Training Specialist - RobustWealth in Denver, Colorado
RobustWealth is looking for an Implementation & Training Specialist to join our growing company! You will be a dynamic and integral part of our Revenue team, leading advisors down the path to success with RobustWealth through the onboarding process. The Implementation & Training Specialist will provide critical support to new advisors by helping them configure our platforms to meet their needs
Some things you'll get to do:
Set and achieve project objectives by managing schedules, scope, quality, risk, and project resources
Develop and maintain a deep understanding of our platforms and the product in order to work with new advisors on training and configurations
Interact with advisor clients through the entire onboarding process, from post-sale to launch
Develop and maintain content for the Help Center for use by both external clients and internal colleagues
Develop an understanding of the financial technology industry to provide solutions to complex problems
RobustWealth is a fast-paced wealth management company that is changing the way investment advisors, banks, and enterprises are doing business. Our platform seamlessly integrates an array of previously modular features into one suite to optimize investing and wealth management practices. The technology suite includes automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals and risk based investment portfolios, and the open architecture use of investment options.
At RobustWealth, we have an office culture you likely won’t find anywhere else. From the paddleboards hanging in the entrance, bikes for all employees to use, and volunteer time off, we aim to please both our clients AND employees. As a growing firm, it is important that we keep the tight-knit family culture we created from day one. With weekly team bonding activities, team hikes, and other activities, our office isn’t just somewhere you come to work. Oh, and did we mention our award-winning swag? If you’re looking for the perfect mix of work hard, play hard, there’s no place quite like RobustWealth.
Bachelor’s degree in finance, business administration or similar, or equivalent work experience required
At least one year of experience in financial services or a related industry in customer service, plan implementation, or training is required. At least three years of experience is preferred
Solid understanding of MS Office Suite
Strong project management skills; PMP certification is a plus
Able to manage multiple fast-paced and complex tasks simultaneously with high degree of accuracy and urgency
Soft skill requirements
Strong interpersonal and verbal/written communication skills along with ability to be assertive when needed to keep projects on task
Ability to work independently or within a group setting
Excellent team player
Strong attention to detail, highly organized, and flexible
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Investment Code of Ethics
For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Requisition ID: 2021-29149
Enterprise Segment: Robust Wealth
Street: 1675 Larimer St Ste 380
FLSA Status: Exempt