[Remote] Advisor Solutions Consultant – US

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.ResponsibilitiesDeliver expert-level support by helping users navigate Conquest’s financial planning platform and effectively apply SAM (Strategic Advice Manager) within goal-based planning scenariosEnsure users understand how to leverage SAM’s AI-driven recommendations and digital co-planning capabilitiesStay current on platform enhancements, financial planning trends, and regulatory developmentsAnalyze user feedback and support trends to identify recurring issues, product gaps, and enhancement opportunities, collaborating with Product teams to improve the user experienceCollaborate with internal teams to continuously improve the support experienceFacilitate engaging training sessions, webinars, and video-based learning content that drive adoption of Conquest’s platformTailor content to diverse advisor audiences and support inclusive learning experiencesRemain current on emerging training methodologies, adoption techniques, and learning technologiesContributes to the development of effective and inclusive learning experiencesVerify that new features and enhancements meet user expectations and satisfy documented business requirementsAct as a subject matter expert, validating outputs against expected business outcomes and executing tests that simulate real-world advisor scenariosDocument test results, reproduce defects, and collaborate with Product teams to validate resolutionsReport defects that impact product and feature functionalityDevelop and maintain high-quality support resources that reflect current platform capabilities and user needs, including knowledge base articles, instructional videos, and in-app guidanceCollaborate on cross-functional initiatives, including product testing, user experience improvements, and strategic planning effortsSkillsCFP®, ChFC®, FPQP®, or equivalent financial planning designationBachelor's degree or equivalent professional experienceStrong understanding of financial planning concepts and client scenariosExceptional analytical and problem-solving skillsExcellent written and verbal communication skillsAbility to manage multiple priorities in a fast-paced environmentStrong technology aptitude and willingness to learn new systemsExperience as a financial planner or paraplannerHands-on experience with fintech tools such as financial planning platforms or CRM solutionsSpanish proficiency both written and verbalKnowledge of training methodologies and user adoption strategiesFamiliarity with project management or business analysisBenefitsCompetitive compensationComprehensive benefitsOpportunities for career growthA diverse and inclusive workplace with a culture of innovation and collaborationA leadership team committed to growth, mentorship, and excellenceThe chance to contribute to a rapidly expanding fintech company with global ambitionsCompany OverviewConquest 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.