Advisor Platform Specialist

Summary

Focus Partners is an organization that provides wealth, asset, and business management resources. The Advisor Platform Specialist serves as a liaison between advisory teams and WealthTech platform support teams, ensuring high-quality technology experiences and supporting platform usage and issue resolution.

Responsibilities

• Serve as a primary contact point between WealthTech platform support teams and Focus advisory teams for questions, issues, and general support
• Respond to advisor inquiries, troubleshoot basic platform issues, and escalate more complex items to senior team members or vendors as needed
• Provide baseline training to advisors on WealthTech platforms, including platform navigation, core functionality, and standard workflows
• Curate, maintain, and improve training materials (guides, job aids, FAQs, recordings) to support consistent advisor onboarding and ongoing education
• Work collaboratively with internal partners (Advisor Development, Integration, Operations, and Technology) to support platform-related initiatives
• Coordinate with external vendors to log issues, track resolutions, and follow up on open items
• Support testing and validation efforts related to platform enhancements, integrations, or data changes
• Identify areas of improvement and efficiency within each WealthTech platform by analyzing advisor feedback, recurring issues, and usage trends
• Contribute to process improvements that enhance advisor experience, platform reliability, and operational efficiency
• Help communicate platform updates, enhancements, and known issues to advisory teams in a clear and consistent manner

Skills

• Bachelor's degree or equivalent professional experience
• 1–3 years of experience in financial services, operations, technology support, product support, or a related role
• Strong organizational skills with the ability to manage multiple requests and priorities simultaneously
• Clear written and verbal communication skills with a service-oriented mindset
• Comfort working with technology platforms and learning new systems quickly
• Familiarity with WealthTech platforms such as Orion, MoneyGuide, eMoney, InvestCloud, or similar financial technology tools
• Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role
• Interest in process improvement, systems thinking, or technology enablement
• Familiarity with wealth management or financial planning concepts

Qualifications

Must Haves

• Bachelor's degree or equivalent professional experience
• 1–3 years of experience in financial services, operations, technology support, product support, or a related role
• Strong organizational skills with the ability to manage multiple requests and priorities simultaneously
• Clear written and verbal communication skills with a service-oriented mindset
• Comfort working with technology platforms and learning new systems quickly

Nice to Haves

• Familiarity with WealthTech platforms such as Orion, MoneyGuide, eMoney, InvestCloud, or similar financial technology tools
• Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role
• Interest in process improvement, systems thinking, or technology enablement
• Familiarity with wealth management or financial planning concepts

Benefits

• Comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
• An annual cash bonus