Onboarding Advisor

Asset-Map is a high-growth, forward-thinking company in the burgeoning advice engagement category of the financial technology industry. With Asset-Map, financial professionals can help people see and understand their finances, track their progress towards funding goals – and as a result, make better decisions about their financial future. 

If you are looking for an exciting role at a creative, collaborative, high-growth fintech company, the Onboarding Advisor role at Asset-Map may be for you.

Reporting to the Manager of Customer Onboarding, our Onboarding Advisor will focus on early adoption of the Asset-Map platform by providing best-in-class virtual training for our new subscribers. The onboarding experience is the first touchpoint with the success team and is a vital and crucial aspect of our customer’s overall Asset-Map journey. The person best suited for this role will bring knowledge and know-how in facilitating virtual webinar-style sessions with articulation, gusto and passion for the financial technology space.

PRIMARY RESPONSIBILITIES

  • Become a subject matter expert on the Asset-Map platform, process, and experience

  • Coach, collaborate, and train new users of the platform on the value, features, and benefits to their business 

  • Deliver engaging live webinars multiple times per week, virtually through Zoom 

  • Handle rapidly growing new subscriber base’s onboarding needs, including “Elite” level feature roll-outs and customizations 

  • Contribute to the success team’s overall mission in delivering exceptional customer experiences, reducing churn/increasing retention

  • Serve as “Voice of the Customer” by gathering and sharing important client feedback internally 

  • Share lessons from the field with the onboarding team and assist with re-crafting and improving messaging, both written (Email) and verbal

  • Assist in analyzing and reporting upon new user feature adoption metrics

REQUIREMENTS

  • Associate level college degree or higher

  • 1+ year experience delivering virtual or in-person training and/or customer success implementation focused role (ex. Onboarding coach, Customer Success Manager, Onboarding Specialist, Training Manager, Customer Success Advisor etc.)  

  • 1+ year experience in financial technology or related space 

  • Strong technical aptitude and/or SaaS experience 

  • Excellent communication skills, both written and verbal

  • Strong ability to deliver technical details and business strategy after quickly understanding customer’s existing processes 

  • Patience and enthusiasm for explaining complex concepts to a diverse audience 

  • Adaptability and comfortable handling various tasks and responsibilities while ensuring accuracy and attention to detail 

  • A collaborative and dependable team-player with can-do attitude

  • Self starter and comfortable working with a high degree of autonomy

OTHER VALUED QUALITIES AND SKILLS

  • 1+ year Hubspot CRM experience 

  • Paraplanner and/or Financial Planning experience 

  • Camtasia or other video editing software experience 

  • Proficient Powerpoint or Google Slides skills 

  • Has used Asset-Map or other  financial services technology (fintech) and/or financial services experience; including but not limited to investments, life insurance, annuities, and other financial instruments

  • Knowledge of Adult Learning Theory and concepts

Compensation: Salary commensurate with experience. Incentive based bonus plan. Participation in Employee Stock Option Plan.

Benefits: Employer subsidized health and dental insurance. Employer provided short- and long-term disability coverage and life insurance. 401 (k) plan with employer matching contributions. 

Application Process

Applying: Please email your resume along with a cover letter to jobs@asset-map.com. Please make your subject line, “Onboarding Advisor.” No employment agencies please. Asset-Map Holdings Inc. is an equal opportunity employer.

Asset-Map is an advisor-facing fintech company that visualizes a household’s complete financial inventory on one page. With thousands of financial professionals having mapped over 1 million people, comprising over $1.4 trillion in financial instruments on the platform, Asset-Map is paving the way to become the worldwide standard for personal and professional finance management.