WealthTech Advisor Platform Enablement Specialist

Focus Partners Wealth; St. Louis (MO); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth seeks an Advisor Platform Specialist to bridge Focus advisory teams with WealthTech platform support, driving adoption, data accuracy, and a high-quality technology experience for advisors.

You will collaborate with internal partners and external vendors, provide training, help resolve issues, and support platform enhancements across portfolio accounting, financial planning, and client engagement tools.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 1–3 years of experience in financial services, operations, technology support, product support, or a related role.
• Strong organizational skills with the ability to manage multiple requests and priorities simultaneously.
• Clear written and verbal communication skills with a service‑oriented mindset.
• Comfort working with technology platforms and learning new systems quickly.

Responsibilities

• Serve as a primary contact point between WealthTech platform support teams and Focus advisory teams for questions, issues, and general support.
• Respond to advisor inquiries, troubleshoot basic platform issues, and escalate more complex items to senior team members or vendors as needed.
• Provide baseline training to advisors on WealthTech platforms, including platform navigation, core functionality, and standard workflows.
• Curate, maintain, and improve training materials (guides, job aids, FAQs, recordings) to support consistent advisor onboarding and ongoing education.
• Work collaboratively with internal partners (Advisor Development, Integration, Operations, and Technology) to support platform‑related initiatives.
• Coordinate with external vendors to log issues, track resolutions, and follow up on open items.
• Support testing and validation efforts related to platform enhancements, integrations, or data changes.

Education

Bachelor’s degree or equivalent professional experience

Job description

Focus Partners Wealth seeks an Advisor Platform Specialist to bridge Focus advisory teams with WealthTech platform support, driving adoption, data accuracy, and a high-quality technology experience for advisors.

You will collaborate with internal partners and external vendors, provide training, help resolve issues, and support platform enhancements across portfolio accounting, financial planning, and client engagement tools.