WealthTech Product Specialist — Client-Facing

First-Rate-Inc; Arlington (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

HSA contributions

401(k) match

Profit sharing

Paid parental leave

Paid time off

Life and disability insurance

Charitable giving and sabbaticals

Job summary

First Rate is seeking a Product Specialist to support and improve wealth management technology solutions across front-office and back-office offerings. You will collaborate with product managers, stakeholders, and clients to drive enhancements, support strategic initiatives, and deliver exceptional experiences.

This role blends product knowledge, business analysis, client interaction, and problem-solving. You will contribute to discovery, requirements, testing, releases, and continuous

Qualifications

• Minimum 3 years with First Rate Professional and Core apps or equivalent BPO Analyst 2.
• Strong knowledge of financial services, investment operations, and performance reporting.
• Proactive, self-directed with good judgment.
• Excellent verbal, written, facilitation, and presentation skills.
• Experience gathering stakeholder feedback and producing requirements.
• Ability to manage multiple priorities and meet deadlines.
• Proficient with Microsoft 365 tools (SharePoint, PowerPoint, Word, Excel, Teams).

Responsibilities

• Maintain knowledge of legacy and current Quanta and Aura versions and flows.
• Support product discovery, requirements, testing, releases, and continuous improvement.
• Assist with RFPs and demonstrations with accurate product information and scenarios.
• Coordinate QA activities including test scenarios and defect documentation.
• Support onboarding, knowledge transfer, and product priorities across teams.
• Maintain the Products SharePoint Hub and ensure information is current.
• Communicate clearly with clients, stakeholders, and cross-functional teams.
• Manage priorities, document decisions, and escalate concerns when needed.

Skills

Financial services knowledge

Critical thinking

Problem solving

Communication skills

Stakeholder requirement gathering

Time management

Cross-functional collaboration

Microsoft 365 proficiency

Tools

SharePoint

PowerPoint

Word

Excel

Teams

Job description

First Rate is seeking a Product Specialist to support and improve wealth management technology solutions across front-office and back-office offerings. You will collaborate with product managers, stakeholders, and clients to drive enhancements, support strategic initiatives, and deliver exceptional experiences.

This role blends product knowledge, business analysis, client interaction, and problem-solving. You will contribute to discovery, requirements, testing, releases, and continuous