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Financial Advisor Tech Enablement Lead
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-07-08
Listing for:
Reliance Financial Group/ RFG Advisory Group, LLC.
Full Time
position Listed on 2026-07-08
Job specializations:
-
IT/Tech
IT Consultant, CRM System, Technical Support
Job Description & How to Apply Below
Reliance Financial Group/ RFG Advisory Group, LLC. is looking for a Technical Customer Success Manager to manage a portfolio of independent financial advisors. This role involves ensuring seamless technology adoption and optimizing advisors' productivity through tailored support.
The ideal candidate will have a degree in a relevant field and 3+ years of experience in a client-facing technical position, with proficiency in CRM platforms like Salesforce and a strong understanding of financial tools.
This position offers a hybrid work schedule, competitive salary, and comprehensive benefits including health insurance and a 401(k) plan.
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