Advisor Platform Specialist

2 weeks ago
Full-time
Junior
Customer and Technical Support
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10

Description

  • Serve as a primary contact between WealthTech platform support teams and advisory teams for questions, issues, and general support.
  • Respond to advisor inquiries, troubleshoot basic platform issues, and escalate complex problems to senior team members or vendors.
  • Provide baseline training to advisors on platform navigation, core functionality, and standard workflows.
  • Curate, maintain, and improve training materials such as guides, job aids, FAQs, and recordings.
  • Work with internal partners across Advisor Development, Integration, Operations, and Technology on platform-related initiatives.
  • Coordinate with external vendors to log issues, track resolutions, and follow up on open items.
  • Support testing and validation for platform enhancements, integrations, and data changes.
  • Identify improvement opportunities by analyzing advisor feedback, recurring issues, and usage trends.
  • Contribute to process improvements that enhance advisor experience, platform reliability, and operational efficiency.
  • Communicate platform updates, enhancements, and known issues clearly and consistently to advisory teams.

Requirements

  • Bachelor’s degree or equivalent professional experience.
  • 1–3 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 (preferred).
  • Experience supporting advisors, clients, or internal stakeholders in a platform- or systems-focused role (preferred).
  • Interest in process improvement, systems thinking, or technology enablement (preferred).
  • Familiarity with wealth management or financial planning concepts (preferred).
  • Advisor-focused mindset with strong follow-through, collaboration, analytical thinking, and adaptability in a fast-changing technology environment.

Benefits

  • Annualized base salary range of $50,000–$60,000.
  • Annual cash bonus eligibility.
  • Comprehensive medical, dental, and vision coverage.
  • Life insurance coverage.
  • 401(k) retirement plan.
  • Equal opportunity employer with reasonable accommodations available for applicants and employees with disabilities.

Interested in this position?

Apply directly on the company website

Apply Now

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