What are the responsibilities and job description for the SVP, Field Technology Solutions - Wealth Management position at Jobs via Dice?
Wealth Tech / $125B AUM / Growth opportunity
This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $140,000 - $155,000 per year
A bit about us:
Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services.
Why join us?
Organic growth opportunities.
Technology is part of the revenue driver of the organization so there is a focus to always utilizing the most cutting edge technologies.
Benefits:
Salary bonus
Opportunity for equity after 1 year of employment
Unlimited PTO
Premium health, dental, and vision, HSA (with company contribution) and FSA
401(k) company match
Job Details
You will be an integral part of ensuring our firm can scale high-quality support, onboarding, training and adoption for clients utilizing the various advisor technology platforms.
You have 10 years in wealth management technology, client enablement, platform leadership experience and deep experience with performance reporting software and/or financial planning software.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $140,000 - $155,000 per year
A bit about us:
Founded nearly 15 years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services.
Why join us?
Organic growth opportunities.
Technology is part of the revenue driver of the organization so there is a focus to always utilizing the most cutting edge technologies.
Benefits:
Salary bonus
Opportunity for equity after 1 year of employment
Unlimited PTO
Premium health, dental, and vision, HSA (with company contribution) and FSA
401(k) company match
Job Details
You will be an integral part of ensuring our firm can scale high-quality support, onboarding, training and adoption for clients utilizing the various advisor technology platforms.
You have 10 years in wealth management technology, client enablement, platform leadership experience and deep experience with performance reporting software and/or financial planning software.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Salary : $140,000 - $155,000