Advisor Platform Specialist

Advisor-focused mindset with a passion for improving advisor experience

Strong organizational and follow-through skills

Collaborative team player comfortable working across functions

Analytical thinker who can connect issues to root causes

Adaptability in a fast-changing technology environment

The Advisor Platform Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $50,000 - $60,000/year.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package.

Focus Partners Wealth is seeking an Advisor Platform Specialist to join our team! The Advisor Platform Specialist serves as a primary liaison between Focus advisory teams and key WealthTech platform support teams, including portfolio accounting, financial planning, and client engagement platforms. This role is responsible for supporting day-to-day platform usage, assisting with issue resolution, and helping ensure advisors have a consistent, high-quality technology experience. The Associate partners closely with internal teams, vendors, and advisory stakeholders to support platform adoption, data accuracy, and ongoing enhancements.

This role is ideal for someone who is detail-oriented, service-minded, and excited to build deep expertise across the WealthTech ecosystem while contributing to an exceptional advisor experience.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

WealthTech Platform Support & Advisor Enablement

Serve as a primary contact point between WealthTech platform support teams and Focus advisory teams for questions, issues, and general support.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit

www.focusfinancialpartners.com

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