Application Support Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the main liaison between Platform Support and Central Wealth Solutions/Advanced Planning for designated applications.

• Establish and nurture relationships with stakeholders from Central Wealth Solutions and Advanced Planning.

• Organize regular check-ins and feedback sessions to ensure alignment and promote continuous improvement.

• Manage the daily administration of assigned applications.

• Collaborate with vendors and internal teams to troubleshoot issues, oversee updates, and maintain system reliability.

• Track application performance and usage to identify areas for optimization.

• Enhance workflows and increase system utilization in collaboration with business teams.

• Create and update documentation, training resources, and best practice guidelines.

• Provide support for onboarding and training initiatives for new users and teams.

• Ensure applications adhere to company policies, regulatory standards, and data governance protocols.

• Assist with audits, data integrity assessments, and compliance reporting.

• Engage in or lead projects related to application enhancements, integrations, or transitions.

• Coordinate testing, deployment, and communication efforts for operational changes.

⛳️ Requirements

• Bachelor's degree or equivalent, demonstrated through one or a combination of work experience, training, military experience, or education.

• Over 7 years of demonstrated experience in application support, relationship management, or operations.

• Prior experience in a financial services or technology environment is highly preferred.

• Strong familiarity with eMoney, Money GuidePro, Holistiplan, Nitrogen/Riskalyze and their functions within operational workflows is highly desired.

• Exceptional communication, problem-solving, and organizational abilities.

• Capability to work cross-functionally while managing multiple priorities.

• Proficient in Microsoft Office Suite or similar software.

• Knowledge of Salesforce and Support Org functionalities is beneficial.

• Experience with Workday is a plus.

• Solid experience utilizing AI tools and platforms to enhance business outcomes and optimize workflows.

• Ability to design and implement AI-augmented processes, assess and recommend AI solutions, grasp AI ethics and bias considerations, train team members on AI tool adoption, and remain informed about emerging AI technologies.

• Experience with prompt engineering and AI model evaluation.

• Awareness of AI limitations and associated risks.

• Capacity to stand or sit for extended periods, file documents in high or low cabinets, operate the telephone, and utilize computer systems.

• Must fulfill applicable work authorization requirements; the organization participates in E-Verify.

🏝️ Benefits

• Training and professional development opportunities.

• Medical, dental, and vision coverage (available to full-time employees and their families).

• Health Savings Account (HSA) with employer contributions and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance – both employer-paid and voluntary options available.

• Short-term and long-term disability, workers compensation – employer-funded.

• 401(k) plan with matching contributions and profit sharing.

• Access to wellness programs and resources.

• Optional benefits, including pet insurance.

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).

• 12 paid holidays each year (10 fixed and 2 floating days).

• Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure).

• Tuition, licensing, and other credential reimbursement (available after meeting service requirements).

• Remote position with occasional travel (10-25%).