Reports To:

• Head of Account Management

Role Purpose:

Drive Dynamic Planner adoption within new and existing clients

Own the On-boarding Process & ensure suitable client outcomes in support of the company strategic initiatives

Help with the creation of suitable sales & marketing material to promote Dynamic Planner products

Create all required collateral to support the On-boarding Processes

Key Responsibilities:

Maintain a high level of call activity. Client engagement will be key to the role & so F2F/Webex will need to be utilised for maximum impact

Take responsibility for the successful on-boarding of accounts

Develop an in-depth understanding of the regulatory requirements impacting our clients

Ownership of an agreed panel of existing accounts & drive deeper adoption of Dynamic Planner and our Investment Solutions

Proactively look for SQL opportunities in your panel of accounts & engage with the Sales Team to convert licence opportunities/additional services

Assist in larger client rollout projects, working with the Sales Team and the Project Manager for optimal delivery and adoption

Utilise the adoption dashboard to monitor progress in moving your panel of accounts along the adoption curve

Promote best practice solutions internally and externally

Utilise Salesforce to record account activity and project progress

Build key relationships with our clients and partners, understanding their regulatory obligations, concerns and requirements

Engage with clients to understand their business processes

Align client processes with the Dynamic Planner best practice model and identify strategies for closing any gaps

Identification and recording of FAQs, common solutions and user feedback for review by the Product Design team.

Preparation of documentation/training material to back up the support process and related tasks.

Provide knowledge/experience support

KPIs and measures

Engaged adviser firms and end client usage

Collateral created to support the on-boarding of adviser firms plus the Sales & Marketing plans

The identification of SQL opportunities and assisting in their conversion to additional licence/services

Grow the adoption of Dynamic Planner within your panel of agreed accounts

Minimise attrition within your panel of agreed accounts

Number of direct reports

None

Competencies

Skills

Self-motivated with a focus on client engagement via F2F/ Webex meetings 

Strong communication/ influencing skills 

Ability to liaise with clients and partners to understand their business and how our product supports their activities

Ability to influence key decision makers

Ability to manage client expectations

Self-motivated with an exceptional focus on delivery

Ability to manage multiple clients and track/report on status/development

Ability to organise resources to deliver on adoption requirements

Exceptional presentation skills through multiple mediums

Client relationship management

Analysis skills

Time management

• Knowledge

First-hand experience of Wealth Management/Financial Planning gained through involvement in an associated business (Adviser, Business/service manager, relationship manager)

Completion/working towards the Diploma in Financial Services or equivalent

Track record of key account engagement and influencing at all organisational levels

Managed the rollout and adoption of software solutions across organisations – preferred but not essential

Knowledge and understanding of financial planning tools, front office and back office systems

A working knowledge of regulatory matters that impact adviser firms and Dynamic Planner solutions

A track record of creating on-boarding collateral and managing adoption campaigns