Advisor Technology Support Lead - Wealth Management

A growing wealth management organization is seeking an experienced Advisor Technology Support Lead to oversee advisor technology support operations and serve as the primary escalation point for complex technology issues impacting financial advisors and support staff.

This highly visible role combines leadership, operational excellence, and hands-on technology support. The ideal candidate will have experience supporting wealth management technology platforms, mentoring team members, and driving continuous improvements to service delivery, advisor experience, and operational efficiency.

Key Responsibilities

• Lead, mentor, and develop a team of technology support professionals responsible for advisor-facing support services

• Serve as the escalation point for complex technology issues affecting advisors, operations teams, and business stakeholders

• Oversee ticket intake, prioritization, resolution management, and service quality across the technology support function

• Establish and maintain service standards, documentation requirements, and communication protocols to ensure a consistent advisor experience

• Coordinate issue resolution efforts with internal teams, third-party vendors, and technology partners

• Support advisor onboarding, platform migrations, and technology adoption initiatives

• Develop and maintain standard operating procedures, knowledge base articles, training materials, and support documentation

• Identify recurring issues and implement process improvements to enhance support efficiency and reduce escalations

• Monitor operational metrics, support reporting, and service performance indicators

• Ensure adherence to information security policies, compliance requirements, and operational controls

• Assist with technology projects, system implementations, upgrades, and advisor enablement initiatives

Qualifications

• 3 years of experience supporting wealth management, broker-dealer, RIA, or financial services technology platforms

• Prior experience leading, mentoring, or managing support teams preferred

• Strong troubleshooting and problem-solving abilities across advisor-facing applications and business systems

• Experience supporting CRM, portfolio reporting, workflow, document management, and custodian platforms

• Strong understanding of wealth management operations and advisor workflows

• Excellent communication and relationship management skills with the ability to support both technical and non-technical users

• Experience working with ticketing systems, service management processes, and support performance metrics

• Strong organizational skills with the ability to manage multiple priorities and deadlines

• Proficiency with Microsoft 365 applications and collaboration tools

• Experience supporting identity management, security protocols, and user access controls preferred