Wealth Tech Platform Consultant - Drive Advisor Adoption

Integrity

Dallas (TX)

On-site

USD 120,000 - 150,000

Full time

4 days ago

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Job summary

Integrity Wealth in Dallas, TX is seeking Platforms Consultants to drive advisor adoption and fluency across the firm’s technology stack—from CRM to portfolio management, custodial platforms, and AI-enabled tools.

You will deliver hands-on coaching to producing advisors, run technology demonstrations for prospects, and lead platform-proficiency training during transitions, turning provisioned systems into utilized ones.

Qualifications

7+ years in wealth management technology enablement or advisor training.
Fluency across CRM, portfolio management, custodial, and AI-enabled tools.
Record of driving measurable utilization lift.
Lead credible live demonstrations for prospective advisors.
Bachelor's degree required.

Responsibilities

Deliver continuous technology-stack utilization coaching across assigned advisor books.
Run technology demonstrations and sandbox sessions for prospective advisors in recruiting.
Own platform-proficiency training in every transition so advisors reach self-sufficiency on core systems.
Support affiliation-platform changes friction-free.
Surface utilization gaps as coaching and retention signals to the owning Advisor Success Leader.