Agency Technology Specialist and Practice Development Specialist

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Agency Technology Specialist & Practice Development Specialist

Reporting to: Head of Advisor Services

Job Summary: Are you a positive, proactive, tech-savvy, results-driven leader with a passion for empowering financial advisors? Do you thrive at the intersection of technology, training, and business development? If so, we want you on our team!

As an Agency Technology Specialist & Practice Development Specialist, you will spearhead the integration, adoption, and optimization of cutting-edge business technology tools designed to elevate advisor performance. You'll work closely with firm leadership, advisors, and support teams to streamline operations, maximize productivity, and drive sales growth.

Key Responsibilities:

• Proactive Strategic Consulting: Collaborate with firm leadership to define, leverage, and promote firm-wide technology goals that enhance business performance.
• Department Budgeting: Understand budgeting and costs associated with your area and find efficiencies, without shortcuts and keep leadership aware oof expenses and/or likely costs by anticipating needs.
• Advisor Support & Optimization: Guide advisors in setting and achieving their business technology goals to scale and optimize their practice. Update the Technology Handbook monthly and share with Head of Advisor Services.
• Productivity & Growth Solutions: Proactively identify, evaluate, and implement technology-driven solutions to boost operational efficiency and revenue growth.
• Training & Adoption: Serve as the go-to expert for business technology tools, leading training initiatives and driving adoption across the firm.
• Onboarding & Development: Partner with Market Director(s) to introduce and integrate technology tools for new advisors.
• Technology Mastery & Support: Stay ahead of emerging business technologies and provide expert-level support for A360, Global Relay, and Zoom phone and Zoom AI technology, and other provided programs.
• Hardware & Software Support: Manage phone systems, provide end-user desktop support, and oversee hardware imaging and deployment using Microsoft Intune.
• Help Desk & IT Coordination: Respond professionally to IT service requests, escalate issues when needed, and ensure seamless functionality of software and hardware, including MS Office, Salesforce, SharePoint, ERP systems, and virtual conferencing platforms.
• Network & Server Maintenance: Assist staff with installations, backups, Windows updates, and security policy enforcement.
• Process Improvement: Diagnose problems, recommend solutions, and develop strategies to enhance technology adoption and business efficiencies.
• Compliance & Security: Maintain standard operating procedures, follow change management protocols, and enforce security policies in a timely manner.
• Periodic Front Desk Coverage: Energy to engage with and greet guests and clients.
• Communicate Effectively: Relay home office initiatives with leadership and the agency in advance of implementation.

What We’re Looking For:

• A Strategic Powerhouse: You’re a results-driven, confident professional who thrives on improvement of process and systems.
• A Master Communicator: Strong interpersonal and communication skills that allow you to train, consult, and inspire.
• A Tech Guru: Proficient in practice management technology, reporting tools, and business operations software.
• A Self-Starter: Comfortable managing projects with both structured and ambiguous timelines.
• An Analytical Mind: Capable of leveraging data to drive suggestions and decisions to leadership, measure success, and optimize strategies.
• An Industry Insider (Preferred): Prior experience in financial services is a plus.
• A Team Player: You collaborate effortlessly with leadership, advisors, and support staff to achieve common goal. You have great ideas to make an impact.
• A Microsoft Office Pro: Skilled in Outlook, Word, Excel, and PowerPoint.

The Details:

• Location: Denver, CO (In-office role)
• Hours: 20 – 40 per Week.
• Availability: Candidate must be available Monday-Friday from 8:00 am to 5:00 pm
• Hourly Compensation: $25.00 to $28.85 (based on experience and education)
• Benefits:
  • Medical, dental, vision, and life insurance
  • Short-term and long-term disability coverage
  • 5% 401(k) match
• Travel: Occasional travel required (mileage reimbursed)
• Must have References