Advisor Onboarding Technology Specialist

RIA specific transitions + technology / up to 50% travel

This Jobot Job is hosted by: Katrina McFillinAre you a fit? Easy Apply now by clicking the "Quick Apply" buttonand 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 + equityUnlimited PTOPremium health, dental, and vision, HSA (with company contribution) and FSA401(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 "Quick Apply" button.

_{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.}

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy