Onboarding Consultant

• Assist new financial professionals as they convert their practices to Cambridge Investment Research
• Provide training and education on Cambridge operational processes and practices
• Build relationships with financial professionals by understanding business needs, answering inquiries, and communicating company procedures
• Review financial professionals’ business mix to develop tailored transition plans
• Provide support for efficient and successful transition experiences
• Serve as a primary point of contact during onboarding and transition
• Coordinate with other departments and connect financial professionals with internal resources
• Organize, prepare, and deliver training sessions on products, services, procedures, and policies
• Maintain current training materials
• Follow up on open action items and respond to questions in a timely manner
• Provide requested information to management, associates, and financial professionals
• Identify user-experience improvements and assist in refining workflow processes
• Assist with escalated issues through guided support, troubleshooting, and resolution of complex processes
• Support Transition Leadership in planning and executing efficiency-improvement projects
• Learn about industry topics, internal programs, technology solutions, and Cambridge product lines
• Meet and contribute to service level standards

• Two or more years of related experience, education, and/or training
• Ability to read, analyze, and interpret general business documents, technical procedures, and regulations
• Ability to write reports, business correspondence, and procedure manuals
• Ability to present information effectively to associates, managers, customers, and small groups
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and probability
• Ability to apply basic algebra and geometry
• Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret written, oral, diagram, and schedule-based instructions
• Proficiency with database software, email, internet software, spreadsheets and macros, word processing, and department-specific proprietary software
• Clear, professional, and courteous written and verbal communication skills
• Ability to self-motivate, work independently, influence others, and guide a group or individual toward task completion
• Strong organization, prioritization, and time-management skills, including the ability to work well under pressure
• No licenses or certificates are required for this position

Demonstrates expertise in training and onboarding financial professionals, with a focus on operational processes and effective communication. Capable of analyzing business needs and developing tailored transition plans to enhance user experience and workflow efficiency.

• Training and Education
• Business Analysis
• Communication Skills
• Database Software Proficiency
• Organizational Skills

• Business Document Analysis
• Report Writing
• Mathematical Calculations
• Problem Definition
• Data Collection
• Workflow Refinement
• Transition Planning
• Technical Procedure Interpretation
• Algebra
• Geometry

• Clear Communication
• Self-Motivation
• Influencing Others
• Time Management
• Prioritization

• Financial Professionals
• Operational Processes
• Transition Experience
• Service Level Standards
• User-Experience Improvements

• Database Software
• Email Software
• Internet Software
• Spreadsheets
• Macros
• Word Processing Software