Careers at Wiser Wealth Management
Operations & Technology Specialist
Position Overview
We are seeking a detail-oriented and systems-minded Operations & Technology Specialist to support and improve the internal operations of our firm. This role is responsible for maintaining and enhancing our operational infrastructure, including workflows, billing processes, and technology systems. The ideal candidate is highly organized, proactive, and enjoys improving how things work behind the scenes.
Key Responsibilities
Operations & Process Management
- Maintain and update internal workflow templates to ensure consistency and efficiency across the firm
- Document and refine standard operating procedures (SOPs)
- Identify opportunities to improve processes and streamline internal operations
Billing & Financial Operations
- Prepare and process quarterly billing cycles
- Submit advisory fees to custodians and ensure accuracy of billing data
- Assist with account adjustments, including fee corrections and refunds
- Generate and send invoices for financial planning clients
Technology & Systems Administration
- Serve as an administrator for key systems (CRM, scheduling tools, phone system, etc.)
- Manage user access, onboarding, and offboarding for employees
- Maintain system data integrity and support ongoing system organization
Technology Integrations & AI Implementation
- Assist in evaluating and implementing new technology tools to improve efficiency
- Support integration between systems to streamline workflows
- Explore and test AI tools to enhance internal operations and team productivity
- Help identify opportunities to leverage automation across the firm
Vendor Coordination
- Coordinate with technology vendors and service providers to resolve issues
- Track and manage vendor requests and ongoing needs
- Assist in evaluating new tools and platforms as needed
Qualifications
- 2-5 years of experience of technology in operations, business support, or financial services preferred
- Strong organizational skills and attention to detail
- Ability to manage multiple tasks and follow through consistently
- Comfortable learning and working within multiple technology platforms
- Experience working on MacBook (macOS) platforms required
- Process-oriented mindset with a desire to improve efficiency
- Strong written and verbal communication skills
- High level of accountability and ownership
Why Join Us?
- Growth Potential:Â Exposure to multiple facets of wealth management operations.
- Collaborative Team:Â Work with a professional, supportive, and mission-driven firm.
- Competitive Compensation:Â Salary based on experience, plus benefits package.
This is a full-time position, Monday through Friday, 9am – 5pm.
To be considered for this position, please upload a current resume and cover letter explaining your work experience and why you think you would be a good fit for this role. The next section gives you an opportunity to upload a brief video explaining a little about yourself and what kind of job you are looking for.
Application Form
"*" indicates required fields
