Job Description

**This is a 100% travel position. Must live near a major airport hub.** **Licenses/Certifications** : + **FINRA SIE** - Not required, but _highly preferred_ **Responsibilities** : + Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. + Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents. + Advise others on how to design new processes and systems that meet professional standards. + Work on complex administrative processes and databases to develop and test administrative procedures to ensure they are fully in line with organizational needs. + Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports. + Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. + Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues. + Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate. + Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. + Roles at this level are typically supervisors or junior professionals who are concerned with delivering results within established systems and with readily available support. **Skills** : + Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies. + Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. + Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. + Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. + Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. + Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance. + Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance. + Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. + Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance. + Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance. + Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. + Uses an understanding of numerical concepts to perform mathematical operations such as report analysis without supervision and provides technical guidance when required. + Works without supervision and provides technical guidance when required on selecting, deploying and getting the best results from the most appropriate office system. + Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance. + Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. + Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. + Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. + Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges.

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