Focuspartnerswealth

Advisor Platform Specialist

St. Louis, MO; Remote. Posted 4 months ago

The role

The Advisor Platform Specialist serves as a liaison between Focus advisory teams and WealthTech platform support teams. This role supports day-to-day platform usage, assists with issue resolution, and helps ensure advisors have a consistent technology experience.

What you will do

  • Serve as a primary contact point between WealthTech platform support teams and Focus advisory teams
  • Respond to advisor inquiries and troubleshoot basic platform issues
  • Escalate complex items to senior team members or vendors
  • Provide baseline training to advisors on WealthTech platforms
  • Curate, maintain, and improve training materials
  • Work collaboratively with internal partners to support platform-related initiatives
  • Coordinate with external vendors to log issues and track resolutions
  • Support testing and validation efforts for platform enhancements
  • Identify areas of improvement by analyzing advisor feedback and usage trends
  • Communicate platform updates and known issues to advisory teams

Required qualifications

  • 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
  • Clear written and verbal communication skills
  • Comfort working with technology platforms and learning new systems quickly

Nice to have

  • 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

  • Annual cash bonus
  • Medical
  • Dental
  • Vision
  • Life insurance
  • 401(k)

About the company

Focus Partners Wealth is an organization of wealth, asset, and business management resources. It is part of Focus Financial Partners, a leading financial services firm.