Agency Technology Specialist

About the role

We are seeking an Agency Technology Specialist who is passionate about helping people succeed through technology. This is a front-office, service-oriented role responsible for assisting advisors and team members with the effective use of the firm's technology platforms, digital tools, and business systems.

This position is ideal for someone who enjoys working directly with people, solving problems, and making technology approachable and practical. The right candidate is not simply a technical expert—they are a trusted resource who can build relationships, communicate clearly, and help others gain confidence in the tools that support their business.

Responsibilities

• Provide in-person support for advisors and team members using firm technology platforms and business systems
• Assist advisors with day-to-day technology needs, troubleshooting issues quickly and professionally
• Serve as a visible and accessible resource by proactively engaging with advisors and identifying opportunities to help
• Care for basic equipment setup, configuration, and technology maintenance
• Support secure and compliant use of firm systems and digital tools
• Train advisors on technology platforms, workflows, and best practices
• Translate technical concepts into simple, practical guidance that advisors can immediately apply
• Develop and maintain training materials, user guides, and support resources
• Communicate updates, enhancements, and new technology initiatives in a clear and engaging manner
• Identify opportunities for additional coaching based on advisor usage and adoption trends
• Support the onboarding process by introducing new advisors to firm technology systems and digital workflows
• Ensure new advisors have access to necessary tools, resources, and training materials
• Partner with leadership to create a smooth and positive onboarding experience
• Help new advisors gain confidence in the systems that support their business growth
• Work closely with firm leadership to encourage technology adoption and process consistency
• Monitor technology utilization and identify opportunities to improve efficiency and advisor experience
• Recommend enhancements to training, communication, and support processes
• Contribute to a culture of service, collaboration, and continuous improvement

Requirements

The ideal candidate should have:

• A Bachelor's degree preferred, or equivalent experience in technology support, customer service, training, or a related field
• Experience in a client-facing, advisor-facing, or customer support role
• Strong interpersonal skills and ability to build trust with a wide variety of personalities
• Ability to learn new technology platforms quickly and teach others effectively
• Excellent communication, organization, and follow-through skills
• A professional presence with a service-first mindset
• Strong problem-solving abilities and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• A positive attitude and genuine desire to help others succeed

Qualifications

Preferred qualifications include:

• Experience with financial services technology
• Knowledge of industry-specific software and tools
• Experience with onboarding and training new users
• Experience with project management and workflow optimization