Technology Training & Support Specialist (Remote, USA)

May 29, 2024

Job Summary

NewEdge Advisors (NEA) 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.

NewEdge Advisors is looking for a highly skilled service-minded associate with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base & home office staff. The Technology Training & Support Specialist will report directly to the Senior Director of Technology Solutions.

The primary responsibilities of this job include training and support of the NEA Tech Stack and supporting the team in numerous digital transformation projects and products. The ideal candidate will have a technical background and a strong understanding of the wealth management industry. They will operate well in a dynamic, fast-paced, customer-driven environment. Outstanding customer service, effective communication, and organizational skills are essential.

 

Location: New Orleans, Baton Rogue, or San Diego candidates preferred, but remote candidates will be considered.

 

Duties & Responsibilities:

Tech Stack Specialist

Understand the full Tech Stack Offering

Financial Technology (Advisor Workstation, CRM, Financial Planning Tool, Risk/Proposal Tool, Client Portal)
General IT (Managed Service Provider (MSP), Email Hosting, MS365 Business Tools, VOIP Phone Systems, Document Storage, Video Conferencing, Scheduling Tool, Texting Solution, etc.)

Research and identify new FinTech that could be valuable for our advisors and/or internal firm by identifying trends and advisor pain points
Execute the Vendor Due Diligence on new technology tools by following the EdgeCo process & reviewing with Compliance

Tech Stack Onboarding & Implementation

Guide new teams who are transitioning to our RIA (Registered Investment Advisory) 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
Full integration support for CRM, Financial Planning, Risk/Analysis, etc.

Orion/LPL ClientWorks Ambassador

Advanced level of expertise using the Orion platform and LPL ClientWorks
Deep understanding of the core Orion Connect applications (Reporting, Portfolio Audit, Portfolio View, Householding, Orion Client Portal, Client Experience, Orion Planning, Eclipse, Support, Queries, Integration, etc.)
Deep understanding of LPL’s Tech offering and Vendor Affinity Program (Reporting, AccountView 2.0, Integrations, etc.)

Technology Support

The main point of contact for technology questions and inquiries for our DBA firms, partnering with our Managed Service Provider (MSP) and internal EIT teams when necessary
Oversee the NewEdge Help Center articles management and creation process through the Salesforce Knowledge Base (in conjunction with content creation from Marketing)
Create content such as training videos and slick sheets for the Technology Solutions team
Coordinate and lead demos, webinars, etc., to educate our advisors on new tech offerings available

 

Qualifications & Skills:

3-5 years of securities industry experience within organizations providing investment advisory services.
Experience with Fidelity, Raymond James, Schwab, and/or LPL Clearing preferred.
Bachelor’s or master’s degree in business-related field or equivalent professional experience.
Skill in operating various databases and software programs (i.e., Microsoft Office, Orion, Salesforce, Power BI, Tableau, etc.). Expertise in Microsoft Excel.
Ability to communicate professionally in writing or verbally with co-workers, advisors, and other business units as required.
Ability to organize, prioritize, and handle multiple tasks within established timeframes.
Ability to investigate, research, and resolve problems.
Ability to explain complex information clearly and concisely.
FINRA (Financial Industry Regulatory Authority) SIE, Series 7 and/or 65/66 are a plus.

 

Salary: $55,000 to $75,000 base salary, based on experience, plus eligibility to participate in the company’s bonus program.

 

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