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.
· 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