Associate Platform Services Specialist

Jobtailor; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in Dallas, TX is seeking a highly motivated training and advisory platform consultant to advance the My Advice Architect (MAA) adoption for financial services teams. You will deliver consulting, run webinars, and create practical enablement materials for advisors.

You will collaborate across Marketing, Compliance, and Service, maintain content, track adoption, and help optimize advisory workflows.

Qualifications

• Experience in financial services technology or advisory platforms.
• Hands-on usage of the MAA platform.
• Ability to work independently and take initiative.
• Strong communication with both technical and non-technical stakeholders.
• Ability to manage multiple priorities and deliver high-quality work.
• Collaborative cross-team mindset.
• Commitment to continuous learning.

Responsibilities

• Develop intermediate to advanced platform expertise and apply it to advisor engagements.
• Independently deliver consulting, training, and webinars.
• Create and maintain educational content and enablement materials.
• Collaborate across departments and act as a liaison between teams.
• Support adoption initiatives and improve platform utilization and outcomes.
• Develop and maintain strong proficiency in My Advice Architect (MAA), including both core functionality and advanced features.
• Understand key business workflows for advisory-based business and how to optimize them within MAA.
• Analyze platform usage trends and identify opportunities to improve advisor efficiency and adoption.
• Investigate and help resolve MAA platform issues, identifying root causes and recommending solutions.
• Partner with platform vendors and internal teams to relay feedback, track defects, and support enhancements.
• Create and deliver webinars, training sessions, and educational content for the MAA platform.
• Develop new training programs and webinar presentations aligned to advisor needs.
• Review and improve existing content for accuracy, completeness, and usability.
• Align content with best practices, business workflows, and adoption goals.
• Collaborate with internal teams (Training, Marketing, Compliance, Service) to develop and distribute content.
• Conduct 1:1 consults with advisors on fundamental and intermediate MAA topics.
• Deliver channel trainings, webinars, and conference sessions to support adoption.
• Assess advisor usage and recommend improvements to increase productivity and satisfaction.
• Document advisor engagements accurately in Salesforce CRM.
• Contribute to development of consulting frameworks, assessments, and delivery materials.
• Take ownership of assigned projects and initiatives, ensuring timely and high-quality completion.
• Participate in platform roadmap discussions, release readiness, and adoption efforts.
• Support rollout of MAA enhancements through training, communications, and collateral.
• Act as a liaison across departments to coordinate efforts and ensure alignment.

Skills

Consulting

Training delivery

Webinars

Content development

Cross-functional collaboration

Independent work

Project ownership

Communication skills

Analytical thinking

Tools

MAA (My Advice Architect)

Salesforce CRM

Job description

Responsibilities

• Develop intermediate to advanced platform expertise and apply it to advisor engagements
• Independently deliver consulting, training, and webinars
• Create and maintain educational content and enablement materials
• Collaborate across departments and act as a liaison between teams
• Support adoption initiatives and improve platform utilization and outcomes
• Develop and maintain strong proficiency in My Advice Architect (MAA), including both core functionality and advanced features
• Understand key business workflows for advisory-based business and how to optimize them within MAA
• Analyze platform usage trends and identify opportunities to improve advisor efficiency and adoption
• Investigate and help resolve MAA platform issues, identifying root causes and recommending solutions
• Partner with platform vendors and internal teams to relay feedback, track defects, and support enhancements
• Create and deliver webinars, training sessions, and educational content for the MAA platform
• Develop new training programs and webinar presentations aligned to advisor needs
• Review and improve existing content for accuracy, completeness, and usability
• Align content with best practices, business workflows, and adoption goals
• Collaborate with internal teams (Training, Marketing, Compliance, Service) to develop and distribute content
• Conduct 1:1 consults with advisors on fundamental and intermediate MAA topics
• Deliver channel trainings, webinars, and conference sessions to support adoption
• Assess advisor usage and recommend improvements to increase productivity and satisfaction
• Document advisor engagements accurately in Salesforce CRM
• Contribute to development of consulting frameworks, assessments, and delivery materials
• Take ownership of assigned projects and initiatives, ensuring timely and high-quality completion
• Participate in platform roadmap discussions, release readiness, and adoption efforts
• Support rollout of MAA enhancements through training, communications, and collateral
• Act as a liaison across departments to coordinate efforts and ensure alignment

Requirements

• 3–5 years of experience in financial services technology, consulting, or platform-related roles
• 1–2 years of hands‑on usage of the MAA (Envestnet) platform
• Demonstrated ability to work independently and take initiative
• Understanding of key MAA workflows (model building, proposal creation, account servicing, trading and reporting)
• Effective communication skills with both technical and non-technical stakeholders
• Ability to manage multiple priorities and deliver high-quality work consistently
• Collaborative mindset and ability to work across teams
• Analytical thinking and problem-solving capabilities
• Commitment to continuous learning and staying current on platform capabilities

Core Competencies

Demonstrates strong proficiency in My Advice Architect (MAA) with the ability to develop and deliver training programs, webinars, and educational content tailored to advisor needs. Exhibits analytical thinking and problem-solving skills to enhance platform utilization and advisor efficiency.