This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume. Salary: $140,000 - $155,000 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 Opportunity for equity after 1 year of employment Unlimited PTO Premium health, dental, and vision, HSA (with company contribution) and FSA 401(k) + company match
Job Details
You will be an integral part of ensuring our firm can scale high-quality support, onboarding, training and adoption for clients utilizing the various advisor technology platforms.
You have 10+ years in wealth management technology, client enablement, platform leadership experience and deep experience with performance reporting software and/or financial planning software.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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Interested in this position?
Application opens on the original posting. We don't process applications.