Oracle Cloud ERP · 1 month ago
Transitions Partner
Dallas, TX, United States
Full-time
Hybrid
Senior Level
$56K/yr - $100K/yr
5+ years expOracle Cloud ERP is a leading provider of cloud-based solutions, and they are seeking a Transitions Partner to manage the transition of high-value advisors to their platform. This role involves establishing relationships, customizing transition plans, and overseeing all aspects of the transition process to ensure a smooth experience for clients.
Information Technology & Services
Responsibilities
Establish and maintain meaningful working relationships with financial advisors and their staff
Customize transition plans based on advisor, staff, office operations, culture
Drive pull-through of assets to convert onto the CWS/NFS platform that align with business objectives, subject to change on a quarterly basis
Efficiently manage multiple projects at various stages
Develop weekly progress reporting personalized to individual advisor effectiveness
Product mapping including quality replacements for non-transferable assets
Resolve escalated issues and ensure operational procedures are properly maintained and followed
Able to work independently and as part of a team on moderately complex and complex issues and projects
Qualification
Required
BA or BS in Business or related field
5+ years of experience in sales and operational roles with demonstrated success in achieving goals
Ability to articulate feedback in a way that others can comprehend
Experience partnering with leadership on various campaigns
Exceptional presentation skills and demonstrated leadership characteristics
Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently
Sales and Marketing — Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems
Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar
Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources
Education and Training — Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects
Persuasion — Persuading others to change their minds or behavior
Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
Speaking — Talking to others to convey information effectively
Coordination — Adjusting actions in relation to others' actions
Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences
Oral Expression — The ability to communicate information and ideas in speaking so others will understand
Written Comprehension — The ability to read and understand information and ideas presented in writing
Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense
Speech Clarity — The ability to speak clearly so others can understand you
Preferred
FINRA securities licenses 7 & 63 preferred
Project and/or relationship management experience preferred
Benefits
Plus a competitive performance-based bonus.
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase