Wealth Management Platform Coordinator

Job Overview

The Wealth Management (WM) Platform Coordinator works directly with HTLF member bank teams and HTLF WM to provide exceptional administration, user support, training, data quality, and reporting within the various platforms utilized by WM. These include Salesforce, Advisor Console, Financial Planning, Digital Advice, proposal generation tools, and client portal. Other responsibilities include general sales/service support to member banks, collaborating with other business lines to manage/monitor various marketing initiatives, and to work with WM Training Resource Manager to provide ongoing training, education, and support related to WM platforms.

Primary Responsibilities

• Provide daily support and troubleshooting and act as point of contact for the WM partners at HTLF member banks.
• Assists the Director of Platform Services to ensure quality data is populated and maintained across WM platforms, including Financial Planning software, digital investment platform, proposal generation tools, and client portal.
• Coordinates WM sales/service activities by supporting CRM administration, sales reporting, call-tracking, and marketing initiatives. Assists in the creation and maintenance of related reports and dashboards.
• Assists in the maintenance of CRM roles, profiles, hierarchies, workflow rules, custom objects/fields, email alerts, reporting, dashboards, apps, etc., in support of day-to-day sales activities.
• Collaborates with HTLF Marketing team members to develop, execute, and measure digital marketing programs across website, email, digital advertising, and social platforms.
• Coordinates with the WM Training Resource Manager to support training efforts, including procedure documentation, and identifies opportunities for improvement within onboarding and ongoing training of staff.
• Provides reporting to assist in the accurate and timely administration of WM incentive compensation plans.
• Works cross-functionally with Sales, Marketing, Retail, Commercial, Finance, Salesforce Business Systems Administrator, SEI Support, and other IT contacts to resolve issues and solutions.
• Assists projects and project personnel on an ad hoc basis, as required, to include corporate-wide initiatives.
• Completes administrative duties as assigned.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

• Performs other duties as assigned.

Management Responsibilities

• This job has no management responsibilities.

Qualifications

• Bachelors Business Administration/Management required or
• Bachelors Finance required
• Or Related Field
• Previous experience in financial services or equivalent. required
• 4-6 years related experience and/or training. preferred
• Experience with Salesforce. preferred
• Familiar with lead generation, sales forecasting, pipeline management and CRM data analysis a plus. required
• Ability to read, analyze and interpret. required
• Ability to write reports, business correspondence and procedures. required
• Excellent written and verbal communication skills, ability to articulate with employees and executives. required
• Ability to define problems, collect data, establish facts and draw valid conclusions. required
• Ability to support and receive instruction and direction from multiple staff members. required
• Ability to work effectively to a geographically dispersed team. required
• Advanced knowledge of MS Word, Excel, Outlook PowerPoint. required