Advisor Platform Specialist
Focus Partners Wealth is seeking an Advisor Platform Specialist to join their team. The role involves serving as a primary liaison between advisory teams and WealthTech platform support teams, ensuring high-quality technology experiences for advisors while supporting platform adoption and enhancements.
Responsibilities
- Serve as a primary contact point between WealthTech platform support teams and Focus advisory teams for questions, issues, and general support
- Respond to advisor inquiries, troubleshoot basic platform issues, and escalate more complex items to senior team members or vendors as needed
- Provide baseline training to advisors on WealthTech platforms, including platform navigation, core functionality, and standard workflows
- Curate, maintain, and improve training materials (guides, job aids, FAQs, recordings) to support consistent advisor onboarding and ongoing education
- Work collaboratively with internal partners (Advisor Development, Integration, Operations, and Technology) to support platform-related initiatives
- Coordinate with external vendors to log issues, track resolutions, and follow up on open items
- Support testing and validation efforts related to platform enhancements, integrations, or data changes
- Identify areas of improvement and efficiency within each WealthTech platform by analyzing advisor feedback, recurring issues, and usage trends
- Contribute to process improvements that enhance advisor experience, platform reliability, and operational efficiency
- Help communicate platform updates, enhancements, and known issues to advisory teams in a clear and consistent manner
Skills
- Bachelor's degree or equivalent professional experience
- 1+ years of experience in financial services, operations, technology support, product support, or a related role
- Strong organizational skills with the ability to manage multiple requests and priorities simultaneously
- Clear written and verbal communication skills with a service-oriented mindset
- Comfort working with technology platforms and learning new systems quickly
- Familiarity with WealthTech platforms such as Orion, MoneyGuide, eMoney, InvestCloud, or similar financial technology tools
- Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role
- Interest in process improvement, systems thinking, or technology enablement
- Familiarity with wealth management or financial planning concepts
- Advisor-focused mindset with a passion for improving advisor experience
- Strong organizational and follow-through skills
- Collaborative team player comfortable working across functions
- Analytical thinker who can connect issues to root causes
- Adaptability in a fast-changing technology environment
Benefits
- Annual cash bonus
- Medical
- Dental
- Vision
- Life insurance
- 401(k)
Company Overview
Company H1B Sponsorship