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Retail Systems Specialist

TD Ameritrade

TD Ameritrade

Retail Systems Specialist

Omaha, NE
Full Time
Paid
  • Responsibilities

    This position supports our internal CRM and associate internal applications. This individual is a business Subject Matter Expert and is responsible for serving as a representative for their assigned system, in various business meetings and associated projects. This individual must apply communication and problem-solving skills to guide and assist user groups on issues related to the design, development, and deployment of CRM software critical to business operations. The Retail Systems Specialist acts as liaison with appropriate technology teams associated with their assigned system.

    SUPPORT SYSTEMS MANAGER AND ASSIGNED BUSINESS CHANNEL LEADERSHIP AND DELEGATES

    • Understand business strategy, and support the execution of recommendations for enhancements
    • Participate in issue resolution with Systems Manager related to systems enhancements, testing and other critical issues identified
    • Provide support on escalated items and drive resolution

    ENSURE ONGOING FUNCTIONALITY OF ASSIGNED SYSTEM BY FACILITATING ONGOING MAINTENANCE AND UPGRADE OF THE TECHNOLOGY

    • Support ongoing maintenance and upgrade of the technology
    • Support issues and problems related to assigned system
    • Maintain ownership of intraday associate inquiries

    PARTICIPATE IN CROSS FUNCTIONAL ACTIVITY SPECIFIC TO ASSIGNED SYSTEM

    • Represent the Retail point of view on assigned projects - ensure Retail needs are accounted for
    • Collaborate with Key Stakeholders to ensure most favorable outcome achieved when projects drive system changes/enhancements
    • Communicate impacts of changes due to project deliverables to Key Stakeholders
  • Qualifications

    REQUIREMENTS:

    • Strong written and verbal communication skills with the ability to communicate with all levels of TDA in a manner that is understandable to business units.
    • Experience (2-3 years) with CRM system preferred.
    • Understanding of TDA policies and procedures and ability to identify compliance and regulatory concerns.
    • Strong interpersonal skills, ability to work through complex technical situations with the ability to communicate with both technical and non-technical audiences.
    • A thorough understanding of the Internet, Web Navigation, Windows Operating System, Microsoft Excel, Visio, Word, PowerPoint, CRM systems and other applications as required.
    • Securities industry knowledge and a strong understanding of TDA internal policies and procedures (required).
    • Expert Knowledge, or proven ability to develop, of multiple TDA systems including but not limited to Salesforce, A2C, web, and other TDA applications as needed.
    • Display professionalism and emotional intelligence across all settings.
    • Quick learner, adaptable to new situations and challenges.
    • Solve problems quickly and effectively while performing root cause analysis.
    • 4 year college degree preferred
    • 2-3 years related experience; 3-5 years total experience
    • Military experience may be substituted in lieu of education and/or experience
  • Industry
    Financial Services
  • About Us
    At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value. We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.