Business Systems Administrator – Wealth Management Platforms

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

📋 Description

• Manage the governance and policy administration for planning technology.

• Establish and uphold the approved planning technology standards and governance framework for Wealth Enhancement.

• Develop, update, and implement planning technology policies.

• Collaborate with business leaders, Compliance, IT, Procurement, and Operations on decisions related to planning technology.

• Support initiatives for enterprise technology consolidation and standardization.

• Evaluate and recommend planning technology standards, rationalization opportunities, and enhancements for future platforms aligned with business goals.

• Engage in technology due diligence during mergers and acquisitions.

• Oversee the integration of acquired offices into the approved planning technology platforms.

• Act as the primary business liaison for planning technology vendors.

• Serve as the main administrator and support resource for approved planning technologies.

• Monitor platform performance, ensure data integrity, and maintain configuration accuracy, addressing issues and coordinating corrective actions as necessary.

• Facilitate advisor adoption of the approved planning technologies.

• Contribute to departmental and cross-functional projects as required.

⛳️ Requirements

• Bachelor's Degree in business, finance, economics, or a related field; or equivalent demonstrated experience through a combination of work, training, military service, and education.

• Over 4 years of experience in vendor management, technology licensing, or a similar role.

• Strong preference for experience within the financial services sector, ideally in an RIA environment.

• High proficiency in eMoney, Money Guide Pro, and Holistiplan is strongly preferred.

• Experience utilizing AI to enhance automation and efficiency in processes.

• Excellent written and verbal communication abilities.

• Strong organizational and project management skills.

• Capacity to work independently while managing multiple priorities.

• Strong analytical and problem-solving skills.

• Advanced proficiency in Microsoft Office applications.

🏝️ Benefits

• Opportunities for training and professional development.

• Medical, dental, and vision insurance available for 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 options, both employer-paid and voluntary.

• Employer-paid short-term and long-term disability, along with workers' compensation.

• 401k plan with matching contributions and profit sharing.

• Access to wellness programs and resources.

• Voluntary 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 predetermined and 2 floating days).

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

• Tuition reimbursement, licensing, and other credentials available after fulfilling service requirements.