Note: The job is a remote job and is open to candidates in USA. Conquest Planning is a fintech company focused on improving financial planning through AI-driven solutions. They are seeking an Advisor Solutions Consultant to support financial advisors in maximizing the value of their platform, providing training, and contributing to product improvements in the U.S. market.
Responsibilities
- Deliver expert-level support by helping users navigate Conquest’s financial planning platform and effectively apply SAM (Strategic Advice Manager) within goal-based planning scenarios
- Ensure users understand how to leverage SAM’s AI-driven recommendations and digital co-planning capabilities
- Stay current on platform enhancements, financial planning trends, and regulatory developments
- Analyze user feedback and support trends to identify recurring issues, product gaps, and enhancement opportunities, collaborating with Product teams to improve the user experience
- Collaborate with internal teams to continuously improve the support experience
- Facilitate engaging training sessions, webinars, and video-based learning content that drive adoption of Conquest’s platform
- Tailor content to diverse advisor audiences and support inclusive learning experiences
- Remain current on emerging training methodologies, adoption techniques, and learning technologies
- Contributes to the development of effective and inclusive learning experiences
- Verify that new features and enhancements meet user expectations and satisfy documented business requirements
- Act as a subject matter expert, validating outputs against expected business outcomes and executing tests that simulate real-world advisor scenarios
- Document test results, reproduce defects, and collaborate with Product teams to validate resolutions
- Report defects that impact product and feature functionality
- Develop and maintain high-quality support resources that reflect current platform capabilities and user needs, including knowledge base articles, instructional videos, and in-app guidance
- Collaborate on cross-functional initiatives, including product testing, user experience improvements, and strategic planning efforts
Skills
- CFP®, ChFC®, FPQP®, or equivalent financial planning designation
- Bachelor's degree or equivalent professional experience
- Strong understanding of financial planning concepts and client scenarios
- Exceptional analytical and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong technology aptitude and willingness to learn new systems
- Experience as a financial planner or paraplanner
- Hands-on experience with fintech tools such as financial planning platforms or CRM solutions
- Spanish proficiency both written and verbal
- Knowledge of training methodologies and user adoption strategies
- Familiarity with project management or business analysis
Benefits
- Competitive compensation
- Comprehensive benefits
- Opportunities for career growth
- A diverse and inclusive workplace with a culture of innovation and collaboration
- A leadership team committed to growth, mentorship, and excellence
- The chance to contribute to a rapidly expanding fintech company with global ambitions
Company Overview
Conquest Planning provides financial planning software that supports personalized goal-based advice. It was founded in 2018, and is headquartered in Winnipeg, Manitoba, CAN, with a workforce of 51-200 employees. Its website is https://conquestplanning.com.