Careers
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Our Client Partnership Managers are key to making our software platform shine in the eyes of new customers. You will become an a.i. product champion, knowing the in’s and out’s of the platforms features & benefits and roadmap. You must be passionate about engaging with customers, expanding and understanding their use cases. You have an understanding of where customers are coming from and how a.i. is positioned.
You have impeccable relational skills and can create win/win environments for all parties that you work with. You will be the channel between the Client and the Onboarding Experience team, as well collaborating with other key a.i. stakeholders. You must be DFP qualified and worked as a financial adviser or paraplanner to understand financial advice.
Desired skill sets.
Key responsibilities.
Our Onboarding Specialists are key to making our software platform shine in the eyes of new and existing customers. You will become a product champion, knowing the in’s and out’s of the platforms functionality, capability and roadmap. You will be required to project manage all the assisted onboarding aspects for new clients; including process mapping and data migrations. You are responsible for managing the successful onboarding of advice firms, practices and dealer groups. You will need to be skilled in financial planning software, financial advice (DFP), the financial advice process, practice management and project management.
Desired skill sets.
Key responsibilities.