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Technology Specialist

12/16/19 9:37
0 Applications
Job Type:
Full Time
$75k - $100k
Start Date:
est Feb 1, 2020

Purpose of the Technology Specialist is to provide a technology strategy for new and existing fintech.  Currently use Orion, Junxure Cloud, Moneyguide Pro.  This person will be the main point of contact for questions related to systems, software, & hardware and will be an expert on existing technology and provide options for change.

Principal Responsibilities:

·       Provide a technology strategy to the Board to continue to be innovative and forward thinking in the fintech space.

·         Communicate and train employees and clients on new and existing technology.

·         Increase efficiency and accuracy by utilizing new & existing technology to fullest potential

·         Attend industry conferences

·         Be a liaison with Compliance on new technology and ongoing updates/changes to existing systems

·         Be a liaison with our third-party IT on hardware and software purchases & installs

·         Onboard/Educate new employees and clients on technology currently in use


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