Tools & Resources
This view only OneNote was created for SSCs to serve as a one-stop hub for Job Aids, Resources, and helpful information.
SSC Resources OneNote
A maintenance task you need to do after sending a mail merge.
Mass Update to Business Segment
What does DWMC stand for?
Divisional Wealth Management Consultant
Merrill Lynch, Morgan Stanley, UBS, & Wells Fargo are heavy in which type of territory?
FC Territory
The 1hour at the beginning and end of your work day is used for these types of requests
Admin
This site houses internal sales content, literature, & presentations available for download
Seismic
A group of individuals that make up a selling group, not necessarily a formal team
Buying Unit
Who is the Site Sales Senior Manager over the XC, FC, & RIA teams?
Jenny Butler (JYXB)
You make an outbound call and schedule w/ the BOA then send an outlook invite at the BOA's request. How will you log activity for this call?
Outbound
Team that you can use to help plan large virtual or in person events for your territory
Meeting planning team (also referred to as the RAM team)
What is the third party company that transcribes the WMC voicemails to update visit notes and/or assign admin requests to the SSC called
HeyDan
This list view is best used for territory/zone clean up
Organization List View
This wholesaler is our 401K specialist, meets with advisors in person, & partners with the WMC
A, HP, B, C describe what on an advisor's contact profile?
Retail Segmentation
WMCs are responisble for their own expenses using which application
Concur
Report that will assist with increasing engagements with opportunity advisors falling through the cracks. Refreshed very Friday
Scheduling Assistant Tool
If your WMC has an investor meeting for Cetera, where do you check for the reimbursement process?
Non Cash Compensation Policy (in Seismic)
Using the Independent, wirehouse and regional broker-dealer sales force team map who is the Southeast Division Manager
Melissa Sloane
You would reach out to LIZM when trying to schedule with this type of specialist to travel with your WMC
DFIM or Director of Fixed Income
Head of North America Client Group & CEO of Capital Client Group
Matt O'Connor