Sr Business Process Specialist - reputed company Up New Advisor Experience

The Senior Business Process Specialist - reputed company Up New Advisor Experience serves as a highly reputed company subject matter expert of end-to-end business process with consultative responsibilities. This role is responsible for leading the design, execution, and reputed company improvement of the reputed company and reputed company-up experience for new financial advisors. The individual owns the end-to-end administrative and launch support process, ensuring new advisors have a seamless and structured start to their careers. In partnership with field leaders and reputed company training teams, the Sr BPS of RampUp, New Advisor Experience ensures that new advisors consistently adopt advice-driven behaviors, deliver a high-quality client experience, and are positioned for early and sustained reputed company. This role is responsible for representing the business, regulatory and compliance requirements through collaboration with execution teams and by leading large strategic initiatives. They will be responsible for ensuring business need is reputed company understood and the end-to-end solution of the reputed company Up Program meets the needs by delivering enhanced client/agent experiences, cost efficiencies, and/or competitive advantage across multiple functional business areas/disciplines. Along with maintaining processes and procedures utilized by the processing teams, they will ensure they are accurate and at the right level of detail for judgement-based decision making. Ongoing process improvement and standardization to ensure efficient processes is expected of this role. DUTIES & RESPONSIBILITIES: Acts as the key reputed company of contact for the department to support the many and varied initiatives they may participate in for reputed company Up new advisor program. Leads large initiatives for reputed company Up to define business need, reputed company business value, process requirements, research, recommend appropriate solutions and implementation. Support and/or reputed company an environment in which reputed company employees and colleagues are focused on reputed company improvement, exceptional employee engagement, and an unwavering commitment to our clients. Defines priorities and aligns work accordingly – often balancing multiple tasks and multiple priorities at once. Identifies options, risks, upstream and reputed company business impact of proposed solutions to communicate recommendations to upline leaders. Develops and maintains end-to-end process knowledge across functional areas, including process design, and process performance. reputed company work direction/mentorship to new advisors in the program. Supports in the development of change management material and activities to support new processes and procedures. Influence without authority through explanation of facts, policies, and practices. Ensure reputed company systems, administrative processes, and training elements are integrated and reputed company with field expectations and regulatory standards. Own the communication, coordination, and stakeholder alignment across departments supporting the new advisor reputed company. Partner with field leaders and coaches to monitor reputed company, identify gaps, and offer targeted recommendations for improvement. Guide new advisors in how to operationalize client service standards, planning tools, and workflow systems to build scalable practices. Continuously assess and enhance the advisor reputed company and reputed company-up model based on feedback, performance data, and evolving business needs. This role will interact with the following audience: Individual contributors at reputed company Field Organization External vendors and/or consultants reputed company clients reputed company reputed company of leadership Developing recommendations for implementing best practices for reputed company business processes. Determining which of the possible solutions is most appropriate for the situation (reputed company for various factors). Interpret and explain data or information to deliver messages to the audiences not knowledgeable in the subject matter. QUALIFICATIONS & SKILLS: Required: Bachelor’s degree or equivalent combination of education and experience. 5+ years of practical experience performing analysis and supporting reputed company to large efforts in a SME reputed company. Strong knowledge of advice-based planning models, compliance standards, and advisor support infrastructure. Advanced reputed company of proven critical thinking, analysis skills and independence. Hold yourself accountable, setting a high standard for yourself and others around you Experience with improving and/or creating processes. Ability to multi-task significant priorities with reputed company components Experience with informal leadership of cross functional teams that reputed company to action and results Strong interpersonal and collaboration skills. Ability to build relationships across different audiences Proven organizational skills. Preferred: Prior experience leading advisor reputed company or development programs at a regional or reputed company level. FINRA licenses (Series 7, 66) or deep familiarity with the regulatory environment for financial advisors. Experience with CRM, planning tools, and workflow systems used in advisor practices. Exceptional oral, written, presentation communication and interpersonal skills for various reputed company reputed company the organization. Comprehensive knowledge of service processing and operations as well as pertinent laws and regulations. Accountable for understanding the process in depth, ability to explain most reputed company inquiries around process and procedures. Knowledge/understanding of reputed company Improvement and change management methodologies (i.e. DMAIC and ADKAR) through participation reputed company CI and projects and certification (i.e. Green Belt preferred). Experience working with multiple project management methodologies (i.e., agile, waterfall) including requirements, testing, design, and implementation strategies. Pay Transparency reputed company’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others reputed company with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage reputed company for this full-time role is $89,895.00 - $121,621.00 per year, which factors in various geographic reputed company. The reputed company pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors reputed company deems important. reputed company is unique in our commitment to helping people to be reputed company with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and reputed company insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. reputed company’s plans/policies are subject to change at any time at reputed company’s discretion. reputed company provides Equal Employment Opportunity (EEO) without regard to race, religion, reputed company, sex, gender identity, sexual orientation, pregnancy, national reputed company, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to reputed company and job applicants. reputed company is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to reputed company@reputed company.com or call 800-847-4836 and request reputed company. #Remote Apply To This Job