We are seeking a dynamic and experienced Technology Solutions Consultant to join our team. This role will lead the strategic direction, consultation and implementation of technology solutions for our registered investment advisor channel and the financial professional affiliated with it. With a goal of driving efficiencies, achieving operational excellence and superior outcomes, this engaged individual will have the opportunity to work both in the back office as well as in front of advisors delivering value. Responsibilities include strategic leadership by developing and executing a strategic vision for technology solutions aligned with RIA and client needs; leading cross-functional teams to design, implement and optimize technology platforms including Salesforce, Black Diamond, Orion, LaserApp Anywhere and DocuSign; fostering a culture of service, innovation, collaboration and continuous improvement within the technology solutions team. Client consultation and relationship management by acting as a trusted resource to RIA clients, understanding their business objectives and recommending tailored technology solutions; building and maintaining strong relationships with key stakeholders to ensure client satisfaction and long-term partnership success. Project management by overseeing planning, execution, and delivery of technology implementation projects ensuring timelines, budgets, and quality standards are met; coordinating with internal and external teams to manage project scope, risks, and issues. Technology expertise by staying current with industry trends and advancements in financial technology including Artificial Intelligence; providing technical guidance and support to clients and internal teams ensuring optimal use and integration of technology platforms. Team leadership and development by leading, mentoring and developing a high performing team of technology consultants and specialists. Education requirements include a bachelor’s degree preferred, with a high school diploma or equivalent combined with significant practical experience considered. Basic requirements include 5+ years experience in technology consulting or similar roles, knowledge of Financial Advisor technology tools (Orion, Black Diamond, Salesforce), strong customer service skills, ability to establish cooperative working relationships, analytical skills, attention to detail, confidentiality, excellent communication skills, proficiency with office software, reliability, and high personal accountability. Preferred requirements include familiarity with FinTech, experience translating customer needs to technical requirements, and FINRA Series 7 or SIE certification.
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