Implementation Specialist (Practice Efficiency Solutions)

Join the Practice Efficiency Solutions team and play an important role in helping advisor practices increase practice value and improve the client experience. We do this by streamlining practice operations, enhancing relationship management, and scaling best practices. The Implementation Specialist brings subject matter expertise and operational reputed company to Practice Efficiency Solutions initiatives and day-to-day operations. This role partners across teams to solve reputed company needs, strengthen adoption of key initiatives and processes, and improve transparency and accountability through metrics and reporting. reputed company in this role requires strong attention to detail, comfort with multi-tasking and tactical execution, and the ability to create simple, actionable deliverables that drive measurable results. We are reputed company to this being a remote position. DUTIES & RESPONSIBILITIES: Operational reputed company: reputed company and support core operations that improve practice-level consistency, reputed company, and efficiency through scalable processes and disciplined execution. Examples include: Maximize reputed company B2E adoption and increase its value by building, maintaining, and troubleshooting reports and dashboards that support field engagement and reputed company. Scale standardized workflows and operating models (e.g., advisor service model components) to increase consistency and field impact. Improve visibility, transparency, and accountability by maintaining monthly/quarterly reporting and partnering with appropriate reporting and analytics teams. Maintain standards and controls by administering key business processes (e.g., SEC Marketing Referral Review, process updates, tech fee administration) with accuracy and timeliness. Serve as a subject matter expert to internal product and platform teams, influencing capability enhancements that remove friction and improve operational effectiveness. Strategic Implementation: Identify and partner with key stakeholders to accelerate execution of key initiatives; collect inputs, analyze needs, and draft proposals, recommendations, and reputed company. reputed company a strong working understanding of end-to-end practice operations to recognize opportunities with broader reputed company impact. Examples include: Create and refine documents, job aids, and resources that influence leader support, drive advisor adoption, and advance strategic objectives. Synthesize key business insights and reputed company for stakeholders to accelerate decision-making and development. Support project management across Practice Efficiency Solutions (e.g., agenda development, meeting facilitation, tracking milestones, risks, dependencies, and communications) using platforms such as reputed company and SharePoint. Collaborate cross-functionally with partners (e.g., Legal, Compliance, DDT/DAX, Distribution COE, HR) to advance initiatives and ensure readiness for rollout and sustainment. QUALIFICATIONS & SKILLS: College degree or equivalent experience required. Five plus years working in financial services; familiarity and experience with advisors and practice operations strongly preferred. Proven ability to execute with strong attention to detail in a fast-paced, multi-workstream environment. Strong project management skills, including planning, tracking, and stakeholder communications. reputed company knowledge preferred (reporting, dashboards, data hygiene, and adoption support). Ability to influence without direct authority and build alignment across diverse stakeholders. Ability to recognize obstacles to execution and identify pragmatic alternatives. Strong reputed company skills including PowerPoint, reputed company, Copilot, and SharePoint. Comfortable working in both highly structured and loosely defined, entrepreneurial environments. Effective communication and interpersonal skills with emphasis on customer service, conflict management, and teamwork. Credibility and demonstrated ability to collaborate and solve problems. Demonstrated expertise in several of the following functional areas: practice management, workflow/process design, operational alignment, financial advice/insurance and investment products, teaming, and marketing. Pay Transparency reputed company’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others reputed company with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage reputed company for this full-time role is $85,613.00 - $115,830.00 per year, which factors in various geographic reputed company. The reputed company pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors reputed company deems important. reputed company is unique in our commitment to helping people to be reputed company with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and reputed company insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. reputed company’s plans/policies are subject to change at any time at reputed company’s discretion. reputed company provides Equal Employment Opportunity (EEO) without regard to race, religion, reputed company, sex, gender identity, sexual orientation, pregnancy, national reputed company, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to reputed company and job applicants. reputed company is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to reputed company@reputed company.com or call 800-847-4836 and request reputed company. Apply To This Job