Technology Associate

Job Type

Full-time

Description

Company Overview :

Our rapidly growing RIA firm, based in Fort Lauderdale, is seeking a Technology Associate to support the operations of our technology platforms used by our financial advisors. As part of a dynamic team, you will contribute to the management and optimization of key systems such as Salesforce, DocuSign, and Black Diamond. This is an on-site role, offering an exciting opportunity to grow your technical skills while collaborating with advisors and staff.

Role Overview :

The Technology Associate will collaborate with the Director of Investment Operations to support and optimize the technology tools used by our advisory teams. This role involves training, troubleshooting, and ensuring advisors use systems like Salesforce, DocuSign, and Black Diamond effectively. You will also assist with technology-related projects, system enhancements, and ensure efficient technology adoption across the firm.

Key Responsibilities :

• System Support & Training : Act as the first point of contact for technology-related inquiries, offering assistance to advisors with navigation, troubleshooting, and system training.
• Reporting & Analytics : Manage the creation and maintenance of reports within internal and external systems to help advisors maximize functionality. Provide regular updates and documentation of technology usage and project milestones.
• Onboarding & Continuous Education : Lead onboarding and training initiatives for new and existing staff and advisors on technology platforms and new features.
• Collaboration : Work closely with internal teams to successfully implement technology projects, ensuring smooth adoption and user satisfaction.
• System Enhancements : Assist in the maintenance, updates, and enhancements of technology platforms, ensuring optimal utilization.
• Efficiency & Innovation : Stay up to date with the latest technology trends and continuously seek opportunities to enhance operational efficiency through new tools and systems.

Requirements

Qualifications :

Education : Bachelor's degree in Business, Information Technology, Finance, or a related field (or equivalent experience).

Experience : 2-4 years of experience in a technology-focused role within the financial services industry, ideally in an RIA or Broker / Dealer environment.

Skills :

o Proficient in Microsoft Office Suite and Adobe Acrobat.

o Experience with Salesforce, DocuSign, or similar platforms preferred.

o Familiarity with CRM systems, reporting tools, and data analytics is a plus.

o Detail-Oriented & Analytical : Strong attention to detail with problem-solving skills.

o Collaborative Team Player : Ability to work well in a team, contributing positively to a professional environment.

o Technology Enthusiast : Comfortable learning and teaching new systems and technologies.

o Proactive Communicator : Strong verbal and written communication skills, capable of engaging with advisors, custodians, and internal teams via phone, video, and email.

Adaptable & Flexible : Ability to thrive in a fast-paced, dynamic work environment and manage multiple priorities with efficiency.