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
- Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. It was founded in 1986, and is headquartered in Los Angeles, California, USA, with a workforce of 1001-5000 employees. Its website is http://thecolonygroup.com.
Company H1B Sponsorship
- Focus Partners Wealth has a track record of offering H1B sponsorships, with 1 in 2022, 1 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.