Job Description
RIA transitions / remote + travel
This Jobot Job is hosted by: Katrina McFillin
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and sending us your resume.
Salary: $85,000 - $120,000 per year
A bit about us:
Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services.
Why join us?
Organic growth opportunities.
Technology is part of the revenue driver of the organization so there is a focus to always utilizing the most cutting edge technologies.
Benefits:
Salary + bonus + equity
Unlimited PTO
Premium health, dental, and vision, HSA (with company contribution) and FSA
401(k) + company match
Job Details
As we continue to scale our network of partners we are looking for a Transitions Technology Specialist to support our network partners (RIAs) though the full lifecycle of their transition onto our platform. This encompasses pre-launch configuration to post-launch stabilization.
You are the go to person from a technology perspective for the network partners to ensure proper configuration, workflows, and recommendations are documented, and being the face onsite of the technology piece of the transition.
You bring experience with some of the following - Salesforce, Microsoft 365, SharePoint, Power Apps, Black Diamond, Addepar, eMoney, or MoneyGuide.
You are someone who thrives in fast paced environments with strong time management skills and the ability to handle multiple concurrent tasks.
You will be onsite working with the network partners for period of time pre and post launch. So expect approximately 20%-50% on a quarterly basis.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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