Remote FinTech Solutions Consultant

RFG Advisory; Nashville (TN); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary + bonus pool

Generous PTO and holidays

Health, dental, and vision insurance

401(k) with Safe Harbor contribution

Paid parental leave

Continuing education support

Job summary

RFG Advisory is seeking a Client Success Specialist to enhance advisor relationships and drive adoption of technology solutions. This role requires a blend of technical expertise and interpersonal skills to help financial advisors effectively integrate necessary tools into their workflow. With opportunities for remote work, candidates should have a background in client-facing roles and familiarity with financial services. The position offers generous benefits, competitive salary, and a commitment to continuous improvement.

Qualifications

• 3+ years in a client-facing technical role like solutions consulting or systems support.
• Demonstrated ability to learn, configure, and troubleshoot cloud-based software platforms.
• Experience in financial services or working directly with financial advisors is preferred.

Responsibilities

• Serve as the primary point of contact for a portfolio of financial advisors.
• Help advisors integrate financial tools into their daily workflows.
• Identify and fix adoption breakdowns of technology.

Skills

Client relationship management

Problem-solving

Technical proficiency

Adaptability

Communication skills

Education

Bachelor's degree in a technical, business, or related field

Tools

Salesforce

Zoho

Job description

RFG Advisory is seeking a Client Success Specialist to enhance advisor relationships and drive adoption of technology solutions. This role requires a blend of technical expertise and interpersonal skills to help financial advisors effectively integrate necessary tools into their workflow. With opportunities for remote work, candidates should have a background in client-facing roles and familiarity with financial services. The position offers generous benefits, competitive salary, and a commitment to continuous improvement.