Remote Application Support Lead — Wealth Tech Ops

Wealth Enhancement

Any-Martin-Rieux

Sur place

EUR 91 000 - 95 000

Plein temps

Il y a 2 jours
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Avantages offerts par ce poste

Medical, dental and vision coverage
401k with match

Résumé du poste

Wealth Enhancement, a leading independent wealth management firm, is seeking an Application Support Manager to bridge Platform Support with Central Wealth Solutions and Advanced Planning. This remote role involves ensuring optimal use and governance of key applications like eMoney, MoneyGuidePro, Holistiplan, and Nitrogen/Riskalyze across the organization.

The role emphasizes relationship-building, cross-functional collaboration, and driving operational efficiency with a focus on AI-enabled

Qualifications

  • Bachelor's degree or equivalent with relevant experience.
  • 7+ years' experience in application support, relationship management, or operations.
  • Experience in financial services or technology environment preferred.
  • Strong understanding of eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze.

Responsabilités

  • Act as the primary contact between Platform Support and business units for assigned applications.
  • Oversee day-to-day administration and troubleshoot issues for supported apps.
  • Monitor performance and collaborate to optimize system usage.
  • Develop documentation and training materials for users.

Connaissances

Relationship management
Communication
Cross-functional collaboration
AI proficiency

Formation

Bachelor's degree

Outils

eMoney
MoneyGuidePro
Holistiplan
Nitrogen/Riskalyze
Salesforce
Workday
Microsoft Office

Description du poste

Wealth Enhancement, a leading independent wealth management firm, is seeking an Application Support Manager to bridge Platform Support with Central Wealth Solutions and Advanced Planning. This remote role involves ensuring optimal use and governance of key applications like eMoney, MoneyGuidePro, Holistiplan, and Nitrogen/Riskalyze across the organization.

The role emphasizes relationship-building, cross-functional collaboration, and driving operational efficiency with a focus on AI-enabled

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