Advisor Platform Specialist

Position Summary

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.

Key Responsibilities

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.
• Respond to advisor inquiries, troubleshoot basic platform issues, and escalate more complex items to senior team members or vendors as needed.
• Provide baseline training to advisors on WealthTech platforms, including platform navigation, core functionality, and standard workflows.
• Curate, maintain, and improve training materials (guides, job aids, FAQs, recordings) to support consistent advisor onboarding and ongoing education.

Cross-Functional & Vendor Collaboration

• Work collaboratively with internal partners (Advisor Development, Integration, Operations, and Technology) to support platform-related initiatives.
• Coordinate with external vendors to log issues, track resolutions, and follow up on open items.
• Support testing and validation efforts related to platform enhancements, integrations, or data changes.

Platform Improvement & Product Support

• Identify areas of improvement and efficiency within each WealthTech platform by analyzing advisor feedback, recurring issues, and usage trends.
• Contribute to process improvements that enhance advisor experience, platform reliability, and operational efficiency.
• Help communicate platform updates, enhancements, and known issues to advisory teams in a clear and consistent manner.

Required Qualifications

• Bachelor’s degree or equivalent professional experience.
• 1–3 years of experience in financial services, operations, technology support, product support, or a related role.
• Strong organizational skills with the ability to manage multiple requests and priorities simultaneously.
• Clear written and verbal communication skills with a service-oriented mindset.
• Comfort working with technology platforms and learning new systems quickly.

Preferred Qualifications

• Familiarity with WealthTech platforms such as Orion, MoneyGuide, eMoney, InvestCloud, or similar financial technology tools.
• Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role.
• Interest in process improvement, systems thinking, or technology enablement.
• Familiarity with wealth management or financial planning concepts.

Core Competencies

• 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

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $50,000-$60,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.