Wealth Technology Specialist

Wealth Technology Consultant / Client Success Manager Position Summary

We are seeking a client‑focused Wealth Technology Specialist to support financial advisory firms in implementing, administering, optimizing, and adopting wealth management technology solutions. This role serves as a trusted advisor to clients, helping them maximize the value of performance reporting, financial planning, CRM, and integrated technology platforms.

The ideal candidate combines strong relationship management skills with technical aptitude and enjoys translating complex technology concepts into practical business solutions. This position collaborates with clients, technology vendors, and internal teams to drive successful onboarding, platform optimization, operational efficiencies, and ongoing technology adoption.

• Serve as the primary point of contact for advisory firms regarding implementation, support, administration, and adoption of wealth management technology platforms.
• Consult with clients to understand business needs and recommend technology solutions, process improvements, training opportunities, and best practices.
• Lead onboarding and implementation initiatives for technology platforms, including system setup, configuration, integrations, data mapping, and user management.
• Organize and facilitate client training sessions, implementation meetings, workshops, and technology adoption calls.
• Provide clear and practical guidance to non‑technical users on technology functionality, workflows, and operational processes.
• Act as a Level 2 escalation resource for technology‑related issues, troubleshooting and resolving platform concerns before engaging external vendor support when necessary.
• Maintain platform configurations and integration settings to support ongoing client operations and new client onboarding.
• Monitor and validate data feeds, integrations, and performance reporting outputs to ensure data accuracy and system integrity.
• Conduct data audits, user permission reviews, system updates, and technology health checks.
• Lead strategic technology discussions with clients and stakeholders to share use cases, identify opportunities, and promote best practices.
• Partner with third‑party technology providers to coordinate support efforts, platform enhancements, and issue resolution.
• Collaborate with Product, Engineering, Operations, and other internal teams to communicate client feedback and support product improvement initiatives.
• Participate in cross‑functional projects focused on operational efficiency, process improvement, and technology innovation.
• Document processes, project updates, meeting outcomes, and action items to ensure effective execution and follow‑through.

• Bachelor's degree or equivalent professional experience.
• 3-5 years of experience within financial services, wealth management, financial technology, or a related industry.
• Strong proficiency with Microsoft 365 applications, including Excel, SharePoint, Power Automate, and Power Apps.
• Experience managing multiple projects and client requests simultaneously.
• Excellent organizational, analytical, and problem‑solving skills.
• Strong verbal and written communication skills with the ability to present information to both technical and non‑technical audiences.

• Experience administering CRM platforms, wealth technology solutions, performance reporting software, or financial planning applications.
• Previous experience in a Client Success, Technology Consultant, Business Analyst, Project Manager, or Relationship Management role.
• Familiarity with wealth management operations, advisor workflows, portfolio reporting processes, and system integrations.
• Experience working directly with third‑party technology vendors and external stakeholders.

• Exceptional time management skills and the ability to prioritize competing deadlines effectively.
• A proactive, client‑first mindset with a strong sense of ownership and accountability.
• The ability to independently drive initiatives while collaborating across multiple teams.
• Strong attention to detail and commitment to delivering high‑quality results.
• Confidence…