Agency Technology Specialist and Practice Development Specialist

MassMutual; Denver (CO); On-site; Full time

Job summary

A leading company in the financial services industry is looking for an Agency Technology Specialist & Practice Development Specialist to enhance advisor performance through technology integration. This role requires strong communication and project management skills, focusing on training, process improvement, and optimization of tech tools. Located in Denver, this position offers competitive hourly compensation with benefits, including medical insurance and a 401(k) match.

Benefits

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-term and long-term disability

5% 401(k) match

Mileage reimbursement for travel

Qualifications

• Results-driven professional focused on improving processes.
• Strong interpersonal skills to train and inspire.
• Self-starter managing projects with structured/ambiguous timelines.

Responsibilities

• Collaborate with leadership to define technology goals.
• Guide advisors in achieving technology objectives.
• Lead training initiatives for business technology tools.

Skills

Interpersonal Skills

Communication Skills

Data-Driven Decision Making

Proficiency in Practice Management Technology

Education

Prior experience in financial services

Tools

Outlook

Word

Excel

PowerPoint

Job description

Agency Technology Specialist and Practice Development Specialist

Reporting to: Head of Advisor Services

Job Summary: Are you a positive, proactive, tech-savvy, results-driven leader with a passion for empowering financial advisors? Do you thrive at the intersection of technology, training, and business development? If so, we want you on our team!

As an Agency Technology Specialist & Practice Development Specialist, you will spearhead the integration, adoption, and optimization of cutting-edge business technology tools designed to elevate advisor performance. You'll work closely with firm leadership, advisors, and support teams to streamline operations, maximize productivity, and drive sales growth.

Key Responsibilities

• Proactive Strategic Consulting: Collaborate with firm leadership to define, leverage, and promote firm-wide technology goals that enhance business performance.
• Department Budgeting: Understand budgeting and costs associated with your area, find efficiencies without shortcuts, and keep leadership informed of expenses and potential costs by anticipating needs.
• Advisor Support & Optimization: Guide advisors in setting and achieving their technology goals to scale and optimize their practice. Update the Technology Handbook monthly and share with the Head of Advisor Services.
• Productivity & Growth Solutions: Identify, evaluate, and implement technology-driven solutions to boost operational efficiency and revenue growth.
• Training & Adoption: Lead training initiatives and drive adoption of business technology tools across the firm.
• Onboarding & Development: Partner with Market Directors to introduce and integrate technology tools for new advisors.
• Technology Mastery & Support: Stay updated on emerging technologies and provide expert support for platforms like A360, Global Relay, Zoom Phone, Zoom AI, and others.
• Hardware & Software Support: Manage phone systems, provide end-user desktop support, and oversee hardware deployment using Microsoft Intune.
• Help Desk & IT Coordination: Respond to IT service requests, escalate issues when necessary, and ensure software and hardware function seamlessly, including MS Office, Salesforce, SharePoint, ERP systems, and virtual conferencing platforms.
• Network & Server Maintenance: Assist with installations, backups, Windows updates, and security policies.
• Process Improvement: Diagnose problems, recommend solutions, and develop strategies to improve technology adoption and business efficiencies.
• Compliance & Security: Maintain SOPs, follow change management protocols, and enforce security policies promptly.
• Periodic Front Desk Coverage: Engage with and greet guests and clients as needed.
• Communication: Effectively relay home office initiatives with leadership and the agency prior to implementation.

What We’re Looking For

• A results-driven professional who thrives on improving processes and systems.
• Strong interpersonal and communication skills to train, consult, and inspire.
• Proficiency in practice management technology, reporting tools, and business operations software.
• Self-starter capable of managing projects with both structured and ambiguous timelines.
• Data-driven decision-making skills to measure success and optimize strategies.
• Prior experience in financial services (preferred).
• Collaborative team player with ideas to make an impact.
• Skilled in Outlook, Word, Excel, and PowerPoint.

The Details

• Location: Denver, CO (In-office)
• Hours: 20–40 per week
• Availability: Monday–Friday, 8:00 am–5:00 pm
• Hourly Compensation: $25.00–$28.85 (based on experience and education)
• Benefits: Medical, dental, vision, life insurance; short-term and long-term disability; 5% 401(k) match
• Travel: Occasional, mileage reimbursed
• Must have references