Advisor Technology Trainer (LA, New Orleans)

June 24, 2022

Job  Location: New Orleans, LA

Job Summary:

EdgeCo Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.

NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time and resources to focus on their clients and practices. We do this by striving to make our advisors’ challenges our own. Supporting our advisors is our only success.

We provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their attention where it matters most; their clients. When advisors choose to become independent, many believe that the best way to run their practice efficiently and profitably is through partnership, economies of scale, and shared resources. NewEdge Advisors serves this market.

The senior management team at NewEdge Advisors is looking for a highly skilled Advisor Technology Trainer to help support and manage the technology applications for advisors. As a rapidly growing company, the ideal candidate is comfortable and excels in an atmosphere of constant growth, change, and ideation. This position will report to the Manager of Advisor Solutions at NewEdge Advisors.

 

Job Summary

In the Advisor Technology Training Specialist role, the applicant would be in a financial advisor-facing position that is broadly responsible for being an expert in Financial Advisor FinTech. The role encompasses various responsibilities, with the primary duties centering around being an advisor ambassador for Orion and helping recruits customize and integrate their tech stack. We seek someone with vast experience in the RIA-and hybrid-RIA space and deep knowledge of the top technology tools for Advisors. Additionally, this role will require strong communication and training skills, the ability to work in a fast-paced environment, and someone who is highly organized.

 

Duties and Responsibilities

Orion Ambassador

Advanced level of expertise using the Orion platform and training rep-level users
Familiarity operating in Orion with multiple standalone rep-level teams in one parent database
Deep understanding of the core Orion Connect applications, including: Reporting, Portfolio Audit, Portfolio View, Householding, Orion Client Portal, Client Experience, Orion Planning, Eclipse, Support, Queries, Integration, and more
Internal POC for complex Orion projects

Tech Stack Onboarding & Implementation

Guide new teams who are transitioning to our RIA through a personalized consulting and implementation process that includes:

Initial discovery
Creating a custom tech onboarding blueprint for each new team
Guiding new teams through their blueprint in phases
Managing all advisor Orion training including Eclipse, Advizr, and the Client Portal
Full integration support for CRM, Financial Planning, Risk/Analysis, and more

FinTech Consultant

Work to become proficient in all tech stack offerings across our different affiliation models
Identify trends and advisor pain points
Research and identify new FinTech that could be valuable for our advisors and/or internal firm
Due diligence on new FinTech for Compliance – sourced from advisors or internally

Advisor Support & Training

The main POC for advisor tech questions related to Orion and other supported tech service needs including integration of tools
One-off consulting on non-Orion related advisor tech questions
Create content such as training videos and slick sheets
Create Help Center articles to aid in onboarding and training
Arrange or lead demos with prospects and advisors