Tech Training & Enablement Specialist (Wealth Mgmt)
OnePoint BFG Wealth Partners
OnePoint BFG Wealth Partners in Parsippany, New Jersey (Hybrid) seeks a Technology & Training Specialist to support advisors and staff across the wealth-management tech stack. The role focuses on onboarding, ongoing education, and staying current with vendor updates and platform changes to maximize adoption and client service. Ideal candidates have 4+ years in an RIA or wealth-management setting, with hands-on experience on Salesforce FSC, Orion, eMoney, and major custodians, plus a proactive, #J-18808-Ljbffr OnePoint BFG Wealth Partners
Vacancy posted 4 days ago
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