Inclusively is partnering with a financial services company to hire a Sr Specialist, Digital Product Management. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

This position supports our internal CRM and associate internal applications. This individual is a business Subject Matter Expert and is responsible for serving as a representative for their assigned system, in various business meetings and associated projects. This individual must apply communication and problem solving skills to guide and assist user groups on issues related to the design, development, and deployment of CRM software critical to business operations. The Retail Systems Specialist acts as liaison with appropriate technology teams associated with their assigned system.

Responsibilities:

• Support Systems Manager and assigned business channel
• leadership and delegates
• Understand business strategy, and support the execution of recommendations for enhancements
• Participate in issue resolution with Systems Manager related to systems enhancements, testing and other critical issues identified
• Provide support on escalated items and drive resolution
• Ensure ongoing functionality of assigned system by facilitating ongoing maintenance and upgrade of the technology
• Support ongoing maintenance and upgrade of the technology
• Support issues and problems related to assigned system
• Maintain ownership of intraday associate inquiries
• Participate in cross functional activity specific to assigned system
• Represent the Retail point of view on assigned projects - ensure Retail needs are accounted for
• Collaborate with Key Stakeholders to ensure most favorable outcome achieved when projects drive system changes/enhancements
• Communicate impacts of changes due to project deliverables to Key Stakeholders

What you have

Required:

• 2-3 years related experience; 3-5 years total experience
• Expert Knowledge of multiple of our systems including but not limited to Salesforce, Client Central, iknow and other company systems; either as associate or contractor
• Understanding of our policies and procedures and ability to identify compliance and regulatory concerns
• Securities industry knowledge and a strong understanding of our internal policies and procedures

Preferred:

• Strong written and verbal communication skills with the ability to communicate with all levels of management in a manner that is understandable to business units
• Experience (2-3 years) with CRM system preferred
• Strong interpersonal skills, ability to work through complex technical situations with the ability to communicate with both technical and non-technical audiences
• A thorough understanding of the Internet, Web Navigation, Windows Operating System, Microsoft Excel, Visio, Word, PowerPoint, CRM systems and other applications as required
• Display professionalism and emotional intelligence across all settings
• Quick learner, adaptable to new situations and challenges
• Solve problems quickly and effectively while performing root cause analysis
• 4 year college degree
• Military experience may be substituted in lieu of education and/or experience

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.