Advisor Platform Specialist

Summary: Focus Financial Partners is a leading financial services firm seeking an Advisor Platform Specialist to act as a liaison between advisory teams and WealthTech platform support teams. This role involves supporting platform usage, assisting with issue resolution, and enhancing the advisor experience through training and collaboration with internal and external stakeholders. 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 Required Qualifications: - Bachelor's degree or equivalent professional experience - 1+ 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 Preferred Qualifications: - 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 Required Skills: WealthTech platforms, Financial services experience Important Skills: Technology support, Process improvement Nice-to-Have Skills: Analytical thinking, Clear communication, Organizational skills, Collaborative team player, Adaptability Benefits: Annual cash bonus, Comprehensive benefits package