Advice Enablement Specialist

Responsibilities

• Provide expertise, advice, and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve front-line sales objectives through coaching, supervision, and enabling Money Managers, Financial Advisors, and Wealth Managers to provide best advice to clients adhering to business rules and FAIS requirements.
• Develop insights into situations and apply innovative solutions to make organizational improvements to the financial advisory philosophy and environment.
• Ensure compliance with legislative and audit requirements, adherence to relevant processes, and participate in the oversight of the rendering of financial services.
• Ensure the financial advisory philosophy is understood and efficiently adopted through coaching and mentoring front-line sales roles.
• Participate in specialist communities of practice and contribute positively to own and organizational knowledge impr...