Technology Training & Support Specialist

Job Summary NewEdge Advisors (NEA) is a rapidly growing wealth management firm composed of independent financial advisors who believe that every client is unique and deserves more than ordinary service. NEA provides transition support, compliance support, real‑estate solutions, human‑resources support, marketing solutions, and information‑technology support so advisors can focus their attention on their clients. This role seeks a highly skilled, service‑oriented associate who enjoys problem‑solving and meeting the needs of the advisor base and home‑office staff. The Technology Training & Support Specialist reports directly to the Director of Technology Solutions and will work primarily out of New Orleans, LA, with remote candidates also considered. Responsibilities Tech Stack Specialist Understand the Tech Stack Offering for W2 and 1099 affiliates, including the Financial Technology tools (Advisor Workstation, CRM, Financial Planning, etc.), Business Tools (Video Conferencing, Scheduling, AI tools, Phone Systems, Texting, etc.) and General IT (MSP, MS365, cybersecurity). Research and identify new FinTech that could be valuable for advisors and/or internal firm by identifying trends and advisor pain points. Execute Vendor Due Diligence on new technology tools following the EdgeCo process and reviewing with Compliance. Assist with transitioning new firms to our RIA from discovery through implementation and full integration support. Develop advanced expertise on the Orion platform with a deep understanding of the core Orion Connect applications. Technology Support Serve as the main point of contact for technology questions and inquiries for our DBA firms, both W2 and 1099, partnering with internal EIT teams and external MSP as needed. Track and manage DBA technology requests via the Salesforce Case Management System. Assist with NewEdge Help Center article and training material management and creation. Create content such as training videos and slick sheets for the Technology Solutions team. Coordinate and lead demos, webinars, etc., to educate advisors on new tech offerings. Technology Training & Enablement Design and deliver structured training programs for advisors and staff across the NEA Tech Stack. Lead and manage projects from inception to implementation, tracking progress, milestones, challenges, and deliverables. Develop and maintain training curricula, guides, and job aids tailored to different advisor experience levels and workflows. Conduct one‑on‑one and group training sessions for onboarding, new tool rollouts, and ongoing skill development. Gather feedback to continuously improve content, delivery methods, and learning outcomes. AI & Innovation Stay current on emerging AI tools and trends relevant to wealth management and financial technology. Evaluate AI‑powered tools and integrations for potential implementation across the NEA Tech Stack, including CRM automation, AI note‑taking, document intelligence, and advisor productivity solutions. Partner with the Technology Solutions team to develop and deliver advisor‑facing content and training on approved AI tools and workflows. Skills & Qualifications 3‑5 years of securities industry experience within organizations providing investment advisory services. Experience with Fidelity, Raymond James, Schwab, Goldman Sachs and/or LPL Clearing preferred. Bachelor's or master's degree in a business‑related field or equivalent professional experience. Skill operating various databases and software programs (Microsoft Office, Orion, Salesforce, Power BI, Tableau, etc.); expertise in Microsoft Excel. Demonstrated experience with the Wealthbox CRM platform and its integrations with third‑party financial technology tools. Proven training experience with a trainer’s mindset: ability to design structured curricula, lead engaging group and individual sessions, adapt delivery to varied learner levels, and measure training effectiveness. Hands‑on experience with AI tools in a wealth‑management or financial‑technology context, with a forward‑looking mindset for evaluating and implementing AI solutions. Project management skills, including strategic planning, communication, risk mitigation, and leadership. Ability to organize, prioritize, and handle multiple tasks within established time frames. Ability to investigate, research, and resolve problems. Ability to communicate clearly and explain complex information concisely. FINRA SIE, Series7 and/or 65/66 are a plus. What We Offer Compensation will comprise a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings’ benefit package includes health, dental, vision, short‑term disability, long‑term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). EOE Statement: EdgeCo Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law. #J-18808-Ljbffr