Business Process Consultant
How will your role impact First Command?
The Business Process Consultant (BPC) is a specialist position providing coaching on the First Command Financial Services platform by leveraging technology as a sales driver and to support all processes, communications, interactions, and adoption of processes. The BPC consults with the field office at all levels to develop innovative solutions that drive effective and efficient business growth and retention. The Internal Business Process Consultants are Field Force Training’s in-house coaching team composed of Subject Matter Experts who provide ongoing coaching to our DAs, Advisors and Field Support Staff to incorporate effective processes into the Advisors’ businesses. Successful incorporation of these processes will significantly improve our Advisors’ productivity and help to deliver a consistently exceptional client experience. This position(s) will be located in Fort Worth at the Home Office.
The BPC will act in two primary capacities; first, as a coach to understand the gaps that exist in the current use of processes with each user; and secondly as a leader in change management to support technology adoption and close the gaps to effective application of processes in the day-to-day operations of their practices. The successful integration of process usage by Advisors and their employees leading to higher field competency and productivity is the success measure for this position. This position is internally in the Home Office and will report to the Manager, Business Process Consultant.
What will you be doing?
- Collaborate with District Leadership to support focuses, goals and initiatives.
- Establish clear communications with key business stakeholders and subject matter experts.
- Raise awareness of business processes and technology adoption to be leveraged at each stage of the Advisor business life cycle Advisor Trainee, Fast Start Advisor, Experienced Advisor and Mature Advisor. Solutions will address both practice development and practice management.
- Promote consistency of business processes.
- Conduct needs analysis with each client and partner to create customized platform development plans for successful attainment of goals.
- Applying processes as a business tool, the Internal BPC meets virtually one on one and in group settings to instruct, educate, and coach the Advisors and their staff in how to integrate the new and upgraded systems into running and growing their business.
- Perform as an internal consultant, responsible for the effective use of business processes and the adoption of new technology to support the same processes in the First Command field offices.
- Lead Field and Home Office teams in how to use the new systems in a First Command Financial Services office and adapt the training for consistent client experiences across the organization.
What skills/qualifications do you need?
Education
- Bachelor’s degree required (or 4 years of experience required), business disciplines preferred.
Work Experience
- If degreed, 2 or more years working in the Financial Services industry required. Experience in a First Command field office or equivalent branch office experience in a similar Financial Services Industry firm preferred.
- Experience in training staff and implementing technology processes in an office setting.
- Practical experience in the implementation of a training plan including familiarity with Information Technology terms and technology processes used to meet business requirements
Knowledge, Skills and Abilities
- Must effectively communicate with and be a consensus builder.
- Familiar with Microsoft Office components (Word, Excel, Outlook, Teams, etc.).
- Familiar with the SaaS or software Salesforce (ACE)
- Able to communicate project status to various levels of management in both technical and non-technical terms.
- Ability to build, maintain and work from defined schedules.
- Superior listening skills and ability to translate verbal descriptions into written requirements.
- Superior writing skills for both business and technical documents.
- Empathy for End Users
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Command Financial Services, Inc. parent of First Command Brokerage Services,
Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command
Insurance Services, Inc. and First Command Bank. Securities products and
brokerage services are provided by First Command Brokerage Services, Inc., a
broker-dealer. Financial planning and investment advisory services are provided
by First Command Advisory Services, Inc., an investment adviser. Insurance
products and services are provided by First Command Insurance Services, Inc.
Banking products and services are provided by First Command Bank (Member FDIC,
Equal Housing Lender). Securities are not FDIC insured, have no bank guarantee
and may lose value. A financial plan, by itself, cannot assure that retirement
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and its related entities are not affiliated with, authorized to sell or
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status, disability, age or veteran status. No information solicited by First
Command from you is intended to be used in a discriminatory manner. All
information provided by you will be reviewed carefully, but the receipt of an
Advisor application or other information does not imply that you will be
offered the opportunity to enter into a Financial Advisor/Agent Agreement with
First Command.