Digital Specialist, Client Delivery

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Does supporting financial advisors grow and run their businesses by maximizing the use of digital tools and technology excite you. Are you passionate about achieving goals through communication, awareness, training and education of our workstation and applications available to FAs.

We're looking for someone with these qualities who can:
Partner closely with the Market Executive, market management teams and the Client Service Center (CSC) in support of key digital and technology initiatives.
Execute strategy (e.g

organic growth, net new assets, economic profit, etc.) by customizing the training approach to best leverage the workstation digital tools to deliver on that strategy.
Drive the awareness / adoption of our digital tools throughout our FA and client-facing platforms, designed to drive organic growth and enhance FA-client interaction
Demonstrate the practical and working knowledge of our entire digital tool suite (OLS, ACE Workstation, STARS, CRM, STAAT Tools, Digital Prospect Experience (DPX), Medallia, Wealth Way, ServiceWorks, My Total Picture, FA Social, etc.)
Act as the liaison between field personnel, home office business, and systems development teams to represent the "voice" of the user. Proactively communicate technology platform enhancements and gather feedback from field leadership and FA teams..
Partner with management to present and demonstrate our capabilities to prospective recruits by illustrating its potential impact on their specific business

Support all on-boarding recruits to ensure timely access to the technology platform

Detailed salary information:
Seattle: the salary range for this role is $80000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

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