WealthTech Platform Enablement Specialist

Remote; San Francisco (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Annual cash bonus

Medical, dental, vision

401(k)

Job summary

Focus in San Francisco is seeking an Advisor Platform Specialist to serve as the key liaison between Focus advisory teams and WealthTech platform support groups. You’ll help with day-to-day platform usage, issue resolution, and ensuring advisors have a high-quality technology experience.

Ideal candidates are detail‑oriented, service-minded, and eager to develop deep expertise across the WealthTech ecosystem while enhancing the advisor experience.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 1–3 years of experience in financial services, operations, technology support, product support, or related role.
• Strong organizational skills with the ability to manage multiple requests and priorities.
• 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 elevate 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 to support consistent advisor onboarding and ongoing education.
• Work collaboratively with internal partners to support platform-related initiatives and coordinate with external vendors to log issues and track resolutions.
• Support testing and validation efforts related to platform enhancements, integrations, or data changes.

Skills

Organizational skills

Communication skills

Customer service mindset

Tech savviness

Education

Bachelor's degree or equivalent

Tools

Orion

MoneyGuide

eMoney

InvestCloud

Job description

Focus in San Francisco is seeking an Advisor Platform Specialist to serve as the key liaison between Focus advisory teams and WealthTech platform support groups. You’ll help with day-to-day platform usage, issue resolution, and ensuring advisors have a high-quality technology experience.

Ideal candidates are detail‑oriented, service-minded, and eager to develop deep expertise across the WealthTech ecosystem while enhancing the advisor experience.