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Business Process Consultant
First Command
Fort Worth, TX, United States
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POSITION SUMMARY
The Business Process Consultant (BPC)is a specialist position providing coaching and training on the First Command Financial Services platform by leveraging technology as a sales driver and to support all processes, communications, and interactions. The BPC consults with the Field office at all levels to develop innovative solutions that drive effective and efficient business growth and retention. This role is a Home Office liaison focused on coaching the Field Force to deploy the effective application of process and systems in their day-to-day operations. This will drive the successful integration by District Advisors, Advisors, and their support teams leading to higher Field competency, business growth and retention.
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 trainer to close the gaps to effective application of processes in the day-to-day operations of the practice. 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. The BPCs will assist in the development and tracking of strategic success metrics centered on Field effectiveness. This position is 60 percent travel in the Field with the balance in the Home Office, and will report into the Field Force Training organization.
Essential Job Functions
• Collaborate with Field Leadership to support focuses, goals and initiatives.
• Establish clear communications with key business stakeholders and subject matter experts.
• Raise awareness of business processes 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 BPC meets one-on-one and in group settings to instruct, educate and train the Advisors and their staff in how to integrate the new and upgraded systems into running and growing their business.
• Perform as a Field 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.
• Act as a liaison between Field personnel and Home Office business and systems development teams to represent "the voice of the user" for future changes, enhancements and user acceptance tests.
• Conduct client presentations and seminars to showcase the benefits of the client-facing technology.
• 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.
Education
• Bachelor’s degree required, business disciplines preferred.
Work Experience
• Two 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 developing a training plan for office staff is desired.
• 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
• Firm understanding of how to interview and collaborate with business owners and subject matter experts.
• Ability to develop a well-organized, easy to understand and implement Business Training Plans. The Plan should cover all aspects of Business processes, including but not limited to: Business Process inventory, prioritization of Business Practices, Servicing Clients, and Preparing for Client meetings.
• Must effectively communicate with and be a consensus builder.
• Familiar with Microsoft Office 2010 components (Word, Excel, etc.).
• 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.
Disclaimer
The information of this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.