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Provides SME content and recommendations for training.

Technology Training & Proposal Generation - Consult on product technology including portfolio analytic tools, investor presentation and portfolio builder tools and LPL BranchNet management/trading tools.

#Ey interstate regular font how to#

Will also be expected to be able to discuss Advisor University and other training opportunities and help Advisors to determine how to best leverage those resources to grow their businesses Consults on advisory platform technology including portfolio analytic tools, investor presentation and portfolio builder tools and LPL BranchNet management/trading tools. Must possess the ability to articulate market and economic impacts as well as technical investment characteristics of portfolios and underlying securities. A baseline knowledge of these other areas is also essential for the IACДЄdvisory Platform Training & Education - Consults with financial advisors about all aspects of the five LPL advisory platforms including positioning from a practice management perspective, economics, features and functionality of all five platforms, and ultimately provide portfolio considerations for advisors' prospects. If necessary, other departments may be consulted including research, Private Trust Company, financial planning, etc. These selections are all highly customizable and require critical thinking to help the advisor identify appropriate solutions. Once a comprehensive needs analysis is completed, the IAC provides options for consideration relative to asset allocations and/or manager selections as well as product solutions including managed accounts and alternative investments. This involves performing a detailed needs analysis that starts through a discover process of the prospect through analyzing existing account statements and performance reports, determining appropriate risk tolerance, identifying estate/trust planning needs and understanding short and long term goals for assets. No requirement for sector/industry specializationД¬lient/Institution Case Consultations - Provides subject matter expert consulting with financial advisors on new sales opportunities. Ideal candidate would have experienced working with major global corporations on client facing projects on their significant initiatives Low travel, however, ability to travel when needed, and conduct multi-time zone meetings outside of local business hours Good judgment, tact and decision-making ability conducting workshops and interviewsДЄdds value by delivering work products of the highest quality and is able to proactively overcome issues to ensure delivery Understanding of standard project methodologies re project initiation, current state analysis, future state design, implementation and project transition/closeД®xperience with process design, including e.g. As a team member, assists in providing smooth delivery of the project/program outcomesДЄcts as a coach to client staff to support embedding capabilityДevelops and manages knowledge for use across projects and the EY communitiesДЄbility to manage ambiguity and the political aspects of change