Wealth Technology Specialist at SWMG

Fort Worth, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

0.0

Posted On

20 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CRM Administration, Workflow Optimization, Data Integrity, Microsoft 365, Microsoft Excel, Process Improvement, Vendor Support, Technical Training, Financial Planning Software, Portfolio Management Systems, Automation, Data Migration, Reporting, Dashboard Development, Project Management, Communication

Industry

Financial Services

Description

Job Summary The Wealth Technology Specialist serves as the operational backbone of our technology ecosystem. This individual will support advisors and staff, administer key systems, improve workflows, maintain data integrity, assist with automation initiatives, and help implement new technology solutions. This role is ideal for someone who enjoys solving problems, optimizing processes, and learning emerging technologies within the wealth management industry. The successful candidate will work closely with leadership and play a key role in the firm's long-term technology strategy. About Strittmatter Wealth Management Group Strittmatter Wealth Management Group is a rapidly growing wealth management firm committed to delivering exceptional client service through operational excellence, innovation, and technology. As we continue to expand our advisor team, client base, and assets under management, we are investing heavily in technology, automation, artificial intelligence, and process improvement. We are seeking a Wealth Technology Specialist who is passionate about systems, workflows, data, and helping financial professionals become more efficient and effective. Job Responsibilities Administer and maintain the firm's technology platforms, including CRM, portfolio management, financial planning, and Microsoft 365 systems, while managing user access, workflows, templates, data imports/exports, troubleshooting, and vendor support. Enhance advisor workflows, client onboarding processes, and automation initiatives while documenting procedures, identifying inefficiencies, and recommending process improvements. Monitor data quality through audits, record maintenance, data migration support, and reporting and dashboard development. Serve as a technology resource for advisors and staff by providing training, onboarding support, develop reference-guides and support the transition to, and implementation of, new technologies Support leadership with technology implementations, AI initiatives, workflow automation projects, integration testing, reporting enhancements, and operational improvement efforts. Job Requirements Bachelor's degree or equivalent experience 2+ years of experience in operations, technology support, CRM administration, business systems, financial services operations, or related fields Experience in a wealth management firm or RIA preferred Familiarity and proficiency in the following software and tools preferred: Redtail CRM, Orion Advisor Technology, NetX360, Adhesion, PreciseFP, Holistiplan, Income Solver, Zocks, and Microsoft 365 applications Strong Microsoft Excel skills Excellent organizational skills and attention to detail Strong written and verbal communication skills Ability to manage multiple projects simultaneously Must be willing to work in either a full-time or part-time capacity, as required Why Join Strittmatter Wealth Management Group Competitive salary plus performance-based bonus opportunities Professional, collaborative, and team-oriented culture This position offers a clear path toward advancement into senior technology, operations, and business process leadership roles. Candidates with strong performance and a desire to grow will have opportunities to develop expertise in WealthTech strategy, AI implementation, workflow automation, business intelligence, and technology leadership. If you enjoy technology, process improvement, financial services, and helping teams operate at a higher level, we encourage you to apply.

Responsibilities

The specialist will administer technology platforms including CRM and portfolio management systems while optimizing advisor workflows and automation. They will also maintain data quality and provide technical training and support to staff and leadership.