Tech Training & Enablement Specialist; Wealth Mgmt
Job in
Camden, Camden County, New Jersey, 08100, USA
Listed on 2026-09-04
Listing for:
OnePoint BFG Wealth Partners
Apprenticeship/Internship
position Listed on 2026-09-04
Job specializations:
-
IT/Tech
Job Description & How to Apply Below
OnePoint BFG Wealth Partners in Parsippany, New Jersey (Hybrid) seeks a Technology & Training Specialist to support advisors and staff across the wealth-management tech stack. The role focuses on onboarding, ongoing education, and staying current with vendor updates and platform changes to maximize adoption and client service.
Ideal candidates have 4+ years in an RIA or wealth-management setting, with hands-on experience on Salesforce FSC, Orion, eMoney, and major custodians, plus a proactive,
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