Cnect

Learning and Development

• Analyzes data and creates reports/dashboards.
• Maintains data integrity in order to facilitate reporting.
• Serves as the technical expert in learning systems including the Learning Management System, social learning platforms, content management systems, and performance support systems for IU Health.
• Designs, plans, innovates, implements, and manages the day-to-day operation of learning systems.
• Performs troubleshooting and leads problem-solving efforts involving vendors and other support personnel.
• Establishes and manages complex user accounts, groups, and learning experience journeys.
• Maintains security compliance and protects systems from unauthorized use.
• Ensures availability and optimal performance according to Service Level Objectives.

Senior Learning Technology Consultant

Recruitment

• Support External Recruiters through a defined service level that includes: consultation, consistent communication, tracking recruiting pipeline, maintaining candidate profiles, MarketPro information and field visits.
• Track candidate progress through the Business Development pipeline using tools such as Salesforce and Microsoft Excel.
• Develop, lead and manage targeted recruiting campaigns within assigned territories in partnership with External Recruiters.
• Serve as the initial point of contact for prospective new entrant financial professionals, clearly communicating CFG’s business model, community value propositions and the benefits of affiliation.
• Evaluate candidates fit for CFG channels and communities using insights from their book of business, conversations, and publicly available information through meetings and one on one discussions.
• Consult with External Recruiters to develop and maintain roadmaps/playbooks documenting best practices of an effective recruiting process.
• Partner with Demand Center and experienced advisor recruiting colleagues to support lead generation efforts and work cross-functionally to drive solution development and execution.
• Create and maintain engaging sales enablement materials that effectively convey CFG’s story and brand.
• Develop virtual and in-person experiences to improve New Entrant recruiting effectiveness through one-on-one coaching, best practice sharing, and large group discussions.

New Entrant Program Recruiter

Client Services Representative

• Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
• Prepare and complete client paperwork and follow up tasks to support registered representative.
• Aid registered representatives in entering trades instructed by a client or a registered representative on behalf of a client, but at no time suggest sales or purchase strategies nor recommendations to a client or prospect and never act as the registered representative on any client account.
• Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs.
• Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs.
• Organize Client events and follow up tasks.
• Maintain an organized filing system following compliance guidelines.
• Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews).
• Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and follow implementation guidelines.
• Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
• Work with Advisor through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing and client communication expectations and follow up processes.

Senior Learning Technology Consultant

New Entrant Program Recruiter

Senior Client Services Representative