Technology Solutions Coach for Financial Professionals

Advisor Group Inc.; Scottsdale (AZ); Hybrid; USD 90,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Advisor Group Inc. in Scottsdale is seeking a Senior Technology Coach to empower financial professionals with technology solutions and best practices.

You will lead live and virtual coaching sessions, deliver demonstrations, and drive adoption of CRM, digital tools, and scalable workflows to enhance client experiences. Minimum 5+ years in financial services with a strong consulting background, excellent communication, and the ability to run workshops across multiple offices.

Qualifications

• 5+ years’ experience in financial services including focus on business coaching/consulting/training
• Experience with technology solutions including CRM solutions, digital tools, document management, and workflow tools
• Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
• Strong consulting and coaching skills
• Aptitude to analyze information and behavior and develop relevant solutions
• Capability to project a strong customer service focus utilizing empathy, patience, and the desire for positive closure (agreement)
• Ability to review and revise processes and procedures
• Skill in conducting effective presentations (virtual and in person) and workshops; excellent verbal and written communication
• Skill in leveraging software packages (Microsoft Office, Outlook, Excel, PowerPoint, etc.)
• All other duties as assigned

Responsibilities

• Develop and nurture strong relationships within a designated region to grow the Financial Professionals use of technology solutions to support business growth
• Provide consulting to financial professionals on a range of business issues, including technology strategy, CRM (Client Relationship Management) success, digital solutions, AI Tools, client experience solutions, and scalable workflows
• Conduct discovery on client needs, issues, and obstacles
• Formulate recommendations for process improvement
• Select and deliver appropriate tools and resources to help achieve goals
• Provide actionable feedback and advice
• Guide financial professionals through the change management process
• Leverage assessment tool to display success of consulting results
• Conduct virtual and in-person coaching and educational sessions for financial professionals and support staff
• Facilitate virtual study group meetings

Job description

Advisor Group Inc. in Scottsdale is seeking a Senior Technology Coach to empower financial professionals with technology solutions and best practices.

You will lead live and virtual coaching sessions, deliver demonstrations, and drive adoption of CRM, digital tools, and scalable workflows to enhance client experiences. Minimum 5+ years in financial services with a strong consulting background, excellent communication, and the ability to run workshops across multiple offices.