Implementation Specialist

The role

You will build and edit document templates and configure company knowledge for financial advice firms. You will also implement and onboard new firms, resolve template tickets, and provide training on best practices. You will work to scale solutions by turning repeat issues into standards for the product.

What you will do

• Build and edit templates from scratch and repair existing ones
• Configure firm-specific company knowledge
• Implement and onboard newly signed firms
• Resolve template tickets by diagnosing template, knowledge, input or product issues
• Train advisers, paraplanners and admin teams on template best practice
• Scale solutions by creating standards, starter templates and reusable structures
• Feed actionable detail to product and engineering teams
• Travel for on-site work, conferences and industry events

Required qualifications

• Advice experience
• Strong understanding of advice strategies, including superannuation, tax, investments, insurance and SMSF
• Driven
• Meticulous
• Ability to communicate with technical leads and client stakeholders
• Curious about tooling
• Comfortable with ambiguity
• Full working rights in Australia

Nice to have

• Paraplanners
• Ex-advisers
• Compliance officers

Before you apply

• Full working rights in Australia
• We are not able to sponsor visas for this role
• A practical work trial is part of the process

About the company

Marloo is an AI partner built for Australian financial advisers and their practices. They are backed by Blackbird Ventures.