Advisor Onboarding Technology Specialist (Phoenix)
Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary: $130,000 - $170,000 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 + equity
Unlimited PTO
Premium health, dental, and vision, HSA (with company contribution) and FSA
401(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 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
Recommended Jobs
Spray Technician - Tucson North
Santa Rita Landscaping seeks full-time experienced Spray Technicians to add to our remarkable team of professionals! If you are a motivated self-starter who is organized, has a strong work ethic, can …
Data Entry 3rd Shift
We have the perfect seasonal opportunity! Training begins mid-March, with work starting in April. Overtime opportunities are available based on business needs. We are currently hiring 3rd Shift Dat…
CDL A - OTR Driver Flatbed Trailer
CDL A Flatbed OTR Driver – Competitive Pay & Late-Model Trucks Make $1,700–$2,700 per week driving 3,000–4,000 miles , with all miles paid (loaded and empty) . Operate late-model trucks (202…
Special Education Teacher West Valley
Ignite your desire to be the best! Imagine an energy so positive, so powerful, it ignites your desire to be the best, inspires you to bring out the best in others, and fuels your aspiration to do t…
Senior Transportation Project Manager (Public Works)
Reports To: Director/Department Manager Status: Full-time, Exempt Primary Areas of Focus Project Management Project Planning Mentoring & Coaching Hiring & Training Project Trackin…
ASSISTANT
Job Description Job Description Join Our Team as an Assistant at Liviys Cares! Are you organized, detail-oriented, and ready to make a difference? Liviys Cares, located in Chandler, AZ, is lookin…
Bartender
As bartender, you’ll be crafting delicious cocktails while engaging with guests to provide memorable experiences. You should find enjoyment in creating new and innovative cocktails, enhancing flavor …
RF/Spectrum Manager
Pioneers. Innovators. Professionals. TechINT Solutions Group (TechINT) is recognized for its knowledge and experience in providing innovative technology exploitation, operational intelligence, counter…
Household Manager - Senior (Scottsdale)
About HUM Home HUM Home exists to support the people who make homes work. We place Household Managers in roles that truly fit their skills, values, and season of life. We take the time to under…
Equipment Service Technician
At STERIS, we help our Customers create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe. Position Summary Are you …