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PCG Technology & Training Associate at Stephens Inc.

Stephens Inc. · Little Rock, United States Of America · Onsite

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ESSENTIAL DUTIES AND RESPONSIBILITIES 

  • Serve as the primary liaison between Private Client Group Technology Team and financial consultants and support staff to ensure alignment on system requirements, enhancements, and issue resolution.
  • Act as a subject matter expert on internal platforms used by financial consultants, including CRM, portfolio management, books and record and reporting tools.
  • Design and deliver training, documentation, and one-on-one coaching sessions for financial consultants and support staff on the effective use of technology tools.
  • Gather user feedback, identify recurring technology pain points, and collaborate with internal teams to prioritize enhancements or new solution development.
  • Support business process optimization by identifying and recommending technology-enabled improvements to drive efficiency, scalability, and client satisfaction.
  • Participate in the rollout of new platforms and upgrades, including user testing, communications, and change management activities.
  • Maintain a working knowledge of industry trends and best practices in wealth management technology.
  • Track and report on key performance indicators (KPIs) related to technology adoption and training effectiveness.
  • Perform other tasks as assigned by management.

EDUCATION AND/OR EXPERIENCE                                 

  • Bachelor’s degree in Business Administration, Finance, Information Systems, or related field.
  • 3+ years of experience in private wealth management, investment advisory, or financial services.
  • Prior experience in a liaison or technology enablement role preferred.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS 

  • Series 7 – General Securities Representative within 6 months.
  • Series 66 – Combined State Law within 6 months.
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