Technology Operations Associate

This opportunity is with a prestigious Wealth Management Firm seeking to add a Technology Operations Associate. The individual in this role will be responsible for administering core applications"”including portfolio accounting, CRM, and reporting systems"”to optimize efficiency and usability.Responsibilities:Technology Stack Administration:Oversee key applications within the firm's technological ecosystem, including portfolio accounting, CRM, data management, and reporting platforms.Perform ongoing maintenance tasks, manage user access and permissions, ensure data integrity, and implement periodic updates and improvements.Identify opportunities to streamline workflows, enhance platform integration, and leverage advanced features to improve productivity firm-wide.User Training & Support:Serve as the primary point of contact for user inquiries, training, and best practices, enabling team members to efficiently adopt new tools and functionalities.Develop and maintain training materials, user guides, and reference documents to build user confidence and drive system adoption.IT Overflow & Project Support:Provide support to the IT team during high-demand periods, managing day-to-day operational tasks or assisting with infrastructure projects as necessary.Contribute to broader technology initiatives, such as system integrations, security enhancements, or hardware upgrades, by offering hands-on support and tactical execution.Continuous Improvement & Innovation:Stay abreast of the latest product updates, industry best practices, and emerging technologies to ensure the firm's technology stack remains current and effective.Proactively recommend enhancements, collaborate with stakeholders to refine workflows, and assist in aligning the technology roadmap with the firm's strategic objectives.Qualifications:Analytical & Problem-Solving Skills: Ability to analyze complex issues, interpret data, and formulate clear solutions.Technical Exposure:Familiarity with financial services platforms (e.g., Orion, Black Diamond, Salesforce, eMoney, RedBlack), data analytics tools, and core office productivity suites (e.g., Office 365).Experience: Minimum of 2-3 years in the finance industry, preferably with at least 1 year in the Registered Investment Advisor (RIA) sector.Education:Bachelor's degree in Finance, Data Analytics, IT Management, Information Systems, or a related field.Proactive Learner: A strong desire to explore platform features, adopt new technologies, and continuously enhance technical expertise.

Created: 2025-01-14