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