rate the practical and working knowledge of our entire digital tool suite (OLS, ACE Workstation, Vestmark, CRM, STAAT Tools, Digital Prospect Experience (DPX), Medallia, Wealth Way, ServiceWorks, My Total Picture, FA Social, etc.)
-act as the liaison between field personnel and home office business and systems development teams to represent the “voice” of the user. Proactively communicate technology platform enhancements, issues and/or outages being deployed to, or experienced in, the WM USA branch offices.
-partner with management to present WM USA technology platform to prospective recruits by illustrating its potential impact on their specific business. Support all on-boarding recruits to ensure timely access to the technology platform