Who We Are:

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary:

The Advisory Technology Associate will be responsible for supporting and executing technology initiatives and projects spanning the full scope of Wealthspire’s advisory technology stack.  “Advisory Technology” includes systems critical to the wealth management industry, such as CRM, performance reporting, trading, and financial planning platforms. The Associate will collaborate across teams to ensure seamless execution and provide technical support for the broader Wealthspire team.

Responsibilities:

System Administration

• Execute administrative functions in relevant systems/software, including license provisioning, onboarding and offboarding of staff, troubleshooting, and resolving technical issues.
• Collaborate with internal teams and other departments to ensure the successful execution of technology projects.
• Aid in communication efforts providing updates on issue reports and upcoming technology initiatives to Wealthspire staff.
• Support IT project plans, track progress and manage open items to ensure timely completion.
• Act as a resource for O365, SharePoint, and other Microsoft suite-related requests and troubleshooting.
• Coordinate with NFP IT counterparts on tasks, requests, and projects driven or owned by NFP to ensure seamless deployment for Wealthspire.
• Serve as a liaison to IT for technical updates and ongoing maintenance requirements.
• Ensure competent coverage and backup for time-sensitive activities and mission-critical tasks.
• Provide support to the Head of Advisory Technology on various projects and related duties as assigned.

Systems       

• Experience with in-house office systems, including Client Relationship Management (CRM) (e.g., Salesforce), Document Management Systems (e.g., SharePoint), and similar platforms are highly preferred.
• Maintain a high level of proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.

Qualifications and Requirements:

• Bachelor’s degree preferred.
• 2+ years of experience in a related technology or financial service role.
• Must be organized, detail-oriented, and capable of managing multiple tasks with varying priorities.
• Strong verbal and written communication skills, with the ability to convey technical issues and solutions clearly.
• Ability to work collaboratively and efficiently with cross-functional teams and departments.
• Strong problem-solving and analytical thinking.

Diversity, Equity, Inclusion, and Belonging at Wealthspire:

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $60,000 – $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better together!

NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.