Technology Recruiting and Onboarding Consultant

Job Description

Job Description What is the opportunity? The Technology Recruiting and Onboarding Consultant supports the successful onboarding of new VIP recruits by delivering training, managing setup activities, and acting as a central liaison between the Technology Onboarding & Recruiting team and internal business partners. They help ensure smooth transitions for new recruit teams while maintaining organized processes, documentation, and reporting of activities and support. What will you do? Provide subject matter expertise in a broad range of systems, processes, programs, tools, and products Coordinate and deliver outbound training classes (primarily virtually, with the potential for onsite) for key applications to new recruit teams Act as a liaison between the Technology Onboarding & Recruiting team and internal partners for technical, application, and access escalations Support Technology Onboarding Managers and Leads to identify onboarding and training needs Support VIP recruit setup process by completing pre-hire setup (e.g. Portfolio Advantage, MyMarketplace Requests for shared folders and shared mailboxes), Householding in Salesforce and for Statements, and sending welcome and transition communications Develop, organize, and maintain standardized templates, communications, reference materials, workflow documentation, and trackers Prepare status reports, summaries, and dashboards for management, including coverage assignments and support schedules Oversee the work prioritization for administrative contractors who are completing the householding, statement grouping, and Portfolio Advantage setups. Coordinate team meetings, including scheduling, agenda preparation, note-taking, and action-item tracking What do you need to succeed? Must-Have Bachelor’s degree or equivalent work experience 2 years of financial services industry experience Strong verbal and written communication skills Ability to manage multiple priorities in a fast-paced, deadline-driven environment Demonstrated attention to detail and follow-through Experience tracking and reporting on projects or business data Strong organizational, analytical, and problem-solving skills Proficiency in Microsoft Word, Excel, and PowerPoint Nice-to-Have Training delivery experience Familiarity with Salesforce or similar CRM platforms Experience supporting onboarding, training, or change management initiatives Securities licensed (7, 66) What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a diff

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