Technology Support Consultant

Job Title: Technology Support Consultant

Job Description

Our great client in Honolulu, HI has an immediate opening for a Technology Support Consultant. This is a 6 month contract to hire.

Summary: The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.

Primary Duties & Responsibilities:

• Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.
• Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.
• Assist advisors and teams in using technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
• Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
• Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
• Provides advanced project consultation, and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades to enhance the customer experience.
• Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
• Manages escalations and project management of enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership.
• Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.
• Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
• Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
• Help prepare users for new technology deployments by assisting with training and communication of benefits.
• Handles vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.
• Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
• Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.

Qualifications

• Bachelor’s degree in business or related field, or equivalent experience.
• Experience coaching and training professionals.
• Technology support experience preferred.
• Ability to understand sales-focused software technology and its benefits.
• Ability to build and maintain relationships.
• Demonstrated ability to lead and facilitate groups of people.
• Default Minimum of 2 years related experiences including consultation experience working with professionals within financial services or similar industry.
• Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tools.
• Proven ability to consult and drive measurable improvements in an outcome-based model (e.g., prior demonstrated ability to drive % increase in adoption, sales, etc.)

About Everforth Apex:

• Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including Best of Staffing in Talent Satisfaction and Great Place to Work in various regions.

Benefits

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans; an employee stock purchase program; a 401K program with company match after 12 months of tenure; a Health Savings Account on the HDHP plan; an Employee Assistance Program with counseling sessions; a corporate discount savings program and other discounts. We offer an on-demand training program, access to certification prep and a library of technical and leadership courses. Certification discounts and other perks to associations include CompTIA and IIBA. Our team provides support and resources for Consultants, with a dedicated career coach and access to a full range of benefits and programs.

Equal Opportunity:

• Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, domestic partner status, marital status, disability, status as a crime victim, veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with applicable law.

Accommodation:

• If you require an accommodation under the Americans with Disabilities Act to participate in an interview or to use the website for a search or application, please contact the appropriate department for accommodations.