Engineer
Full Time
Raleigh, NC
$74,900 - $88,200 a year
Posted 1 day ago
Job description
AdvisorEngine operates as an independent subsidiary of Franklin Templeton- A Global Investment company with over 9,500 employees working in 30 countries around the world.
We at AdvisorEngine believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.
Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in Tribeca, New York. If you are driven to create the future of financial advice, we’d love to hear from you.
AdvisorEngine operates as an independent subsidiary of Franklin Templeton- A Global Investment company with over 12,000 employees working in 34 countries around the world.
We at AdvisorEngine believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.
Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in Tribeca, New York. If you are driven to create the future of financial advice, we’d love to hear from you.
AdvisorEngine is seeking a highly skilled Lead Onboarding Engineer who will roll up their sleeves and own the on-boarding and implementation of new financial advisory firms who have purchased our AdvisorEngine Wealth Management Platform. As a key member of the team, you will help implement the Advisor's chosen technology, including standing up their white label site and setting up any of their related chosen technology solutions. As a Lead Onboarding Engineer, you will coordinate and build strong relationships and engagement with clients from the sales handoff to the long-term Relationship Managers. You will collaborate with cross-functional internal teams to deliver consistently excellent client experiences while building a network of champions across the client firm. Our ideal candidate can teach clients to be self-sufficient with the software and can influence technology adoption.
Responsibilities:
- Own and ensure a successful implementation and adoption (initial training) of our AdvisorEngine Wealth Management Platform with new clients to the firm
- Drive technology adoption post implementation to ensure clients are obtaining maximum value from our technology services
- Coordinate with the stakeholders at our client’s investment firms and our firms’ internal technical support team to project manage each client onboarding process
- Maintain and deliver client success strategies and best practices, as well as client support content, with the help of the Client Service team
- Build a network of champions across the client firm
- Teach clients to be self sufficient with the software and to influence technology adoption
- Problem solve and bring in technical support from various departments to ensure our technology is implemented in a way that it reduces our pain points and delivers great value
- Review the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues and achieve goals
- Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
- Collaboratively problem solve, and/or strategize on upcoming client meetings with team members
Required Skills and Qualifications:
- 3-5 years of experience in communications, training, technology, marketing, sales, account management, or customer success
- Relationship focused with a deep knowledge of RIA technology
- Financial Service background
- Strong social, verbal and written communication
- Problem solving and project management skills
- Analytical and process-oriented mindset
- Comfortable working across multiple departments in a deadline-driven environment
- Active team player, self-starter and multitasker who can quickly adjust priorities
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $74,900 - $88,200
What makes us unique?
In addition to the dynamic and professional environment, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
- Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and
supporting our communities
. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
We are an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at
Franklin Templeton Careers
to learn more about our company, career opportunities and recruitment process.
Franklin Templeton is committed to fostering a
diverse and inclusive
environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to
accommodations@FranklinTempleton.com
. In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.
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