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.ResponsibilitiesServe as a primary contact point between WealthTech platform support teams and Focus advisory teams for questions, issues, and general supportRespond to advisor inquiries, troubleshoot basic platform issues, and escalate more complex items to senior team members or vendors as neededProvide baseline training to advisors on WealthTech platforms, including platform navigation, core functionality, and standard workflowsCurate, maintain, and improve training materials (guides, job aids, FAQs, recordings) to support consistent advisor onboarding and ongoing educationWork collaboratively with internal partners (Advisor Development, Integration, Operations, and Technology) to support platform-related initiativesCoordinate with external vendors to log issues, track resolutions, and follow up on open itemsSupport testing and validation efforts related to platform enhancements, integrations, or data changesIdentify areas of improvement and efficiency within each WealthTech platform by analyzing advisor feedback, recurring issues, and usage trendsContribute to process improvements that enhance advisor experience, platform reliability, and operational efficiencyHelp communicate platform updates, enhancements, and known issues to advisory teams in a clear and consistent mannerSkillsBachelor's degree or equivalent professional experience1+ years of experience in financial services, operations, technology support, product support, or a related roleStrong organizational skills with the ability to manage multiple requests and priorities simultaneouslyClear written and verbal communication skills with a service-oriented mindsetComfort working with technology platforms and learning new systems quicklyFamiliarity with WealthTech platforms such as Orion, MoneyGuide, eMoney, InvestCloud, or similar financial technology toolsExperience supporting advisors, clients, or internal stakeholders in a platform or systems-focused roleInterest in process improvement, systems thinking, or technology enablementFamiliarity with wealth management or financial planning conceptsAdvisor-focused mindset with a passion for improving advisor experienceStrong organizational and follow-through skillsCollaborative team player comfortable working across functionsAnalytical thinker who can connect issues to root causesAdaptability in a fast-changing technology environmentBenefitsAnnual cash bonusMedicalDentalVisionLife insurance401(k)Company OverviewFocus 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 SponsorshipFocus 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.



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