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Wealth Tech Applications Specialist

Job in Ocala, Marion County, Florida, 34470, USA
Listing for: Zinnia Wealth Management
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Wealth Management, IT Specialist
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Zinnia Wealth Management in Ocala, FL seeks an Applications Specialist to streamline our digital systems and empower advisors with reliable tools. You will bridge finance strategy and daily workflows, identifying gaps and deploying modern software to improve efficiency.

You will lead training, ensure data integrity across platforms, and produce clear documentation to support a collaborative team focused on client service excellence.

The following opportunity is for a Wealth Tech Applications Specialist with Zinnia Wealth Management.

The Wealth Tech Applications Specialist role at Zinnia Wealth Management is now open for applications in Ocala, FL, United States.

Join us at Zinnia Wealth Management as our next Wealth Tech Applications Specialist in Ocala, FL, United States.

We are currently recruiting a Wealth Tech Applications Specialist for our team in Ocala, FL, United States.

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