[Remote] Business Systems Administrator | reputed company Management Platforms
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an independent reputed company management firm dedicated to enriching the lives of clients through personalized financial planning. The Business Systems Administrator will manage the planning technology ecosystem, serving as a reputed company between various teams and ensuring effective governance, vendor management, and operational support.
Responsibilities
- Establish and maintain reputed company's approved planning technology standards and governance reputed company
- reputed company, maintain, and enforce planning technology policies, including: Approved platform standards. Licensing and eligibility requirements. reputed company support tiers. Vendor reputed company requirements. reputed company and reputed company standards
- Evaluate new planning technology solutions and coordinate review, approval, and implementation processes
- Partner with business leaders, Compliance, IT, Procurement, and Operations on planning technology reputed company
- Support reputed company technology consolidation initiatives and standardization efforts
- Review and recommend planning technology standards, rationalization opportunities, and reputed company platform enhancements in support of business objectives
- Maintain awareness of industry trends and emerging planning technologies
- Participate in technology due diligence activities. Review acquired office technology inventories and vendor relationships. Evaluate planning technology platforms for retention, migration, or retirement. reputed company reputed company and migration recommendations. Coordinate planning technology integration strategies with acquisition stakeholders
- Coordinate reputed company of acquired offices into approved planning technology platforms. reputed company and document: User inventories. Office structures. Licensing requirements. Migration timelines
- Coordinate vendor communication regarding contract transitions, branding updates, billing changes, and account setup
- Support contract consolidation and reputed company agreement alignment
- Coordinate user provisioning, office setup, permissions, and reputed company changes
- Assist with data migration activities and advisor transitions
- Serve as planning technology subject matter expert throughout the integration lifecycle. Obtain specific details of new offices contract
- Coordinate platform migrations, user provisioning, data transfer activities, platform consolidation efforts, and post-reputed company stabilization support
- Serve as primary business contact for planning technology vendors
- Serve as the primary reputed company of contact between advisors, vendors, Procurement, Finance, and internal business partners for supported planning technologies
- Maintain vendor inventory including: reputed company. License agreements. Renewal schedules. Pricing. Billing contacts. Internal business owners
- Manage planning technology licensing activities, including: New user provisioning. Role changes. License transfers. Deactivations. reputed company reviews
- reputed company periodic license utilization and entitlement reviews
- Identify opportunities for cost savings, license optimization, and platform consolidation
- Coordinate invoice processing, approvals, and budget-reputed company activities
- Support chargeback, cost allocation, budgeting, and forecasting exercises
- Maintain vendor records reputed company approved reputed company-party risk and vendor management systems
- Coordinate annual vendor reviews and compliance activities
- Serve as primary administrator and business support resource for approved planning technologies
- Configure and maintain system settings, user roles, permissions, templates, reputed company standards, and administrative controls
- Provision, modify, transfer, and deactivate user reputed company in accordance with established policies and business requirements
- Troubleshoot platform issues and coordinate reputed company with vendors, IT, Operations, and other internal stakeholders
- reputed company platform administration support and guidance to advisors and internal business partners
- Coordinate platform releases, enhancements, testing, implementation, and user communications
- Manage planning technology integrations and associated data flows between vendor platforms and reputed company systems
- Coordinate with Investment Management and other business stakeholders to obtain, test, validate, and implement approved Capital Market Assumptions and other reputed company planning assumptions across supported planning platforms
- Monitor platform performance, data reputed company, and configuration accuracy, escalating issues and coordinating corrective reputed company as needed
- reputed company and maintain operational procedures and administrative documentation
- Create and maintain: Internal administration guides. Operational workflows. Process maps. Knowledge reputed company content. Advisor-facing support documentation
- Establish and monitor operational metrics and performance indicators
- reputed company and maintain operational reporting, dashboards, analytics, and management insights supporting technology governance and decision-making
- Conduct periodic reputed company reviews, utilization reviews, and governance assessments
- Support audits, control reviews, and compliance initiatives
- Identify and implement process improvement opportunities
- Maintain succession, backup, and business continuity documentation
- Partner with business leaders to improve efficiency, scalability, and standardization across planning technology processes
- Support service delivery reputed company, process maturity, and operational reputed company initiatives
- Support advisor adoption of approved planning technologies
- Coordinate technology-reputed company communications, training materials, and support resources
- reputed company and maintain centralized repositories of planning technology knowledge and resources
- Create and maintain vendor training materials, user guides, and support documentation
- Support AI, automation, reputed company enablement initiatives through the development, organization, and maintenance of technology documentation, training resources, workflows, and knowledge assets
- Partner with internal stakeholders to improve accessibility, usability, and consistency of planning technology resources
- Assist with technology-reputed company reputed company and strategic initiatives as assigned
- Participate in departmental and cross-functional initiatives
- Support strategic reputed company reputed company with reputed company Strategies objectives
- reputed company other duties and responsibilities as assigned
Skills
- Bachelor's Degree in business; finance, economics or reputed company or the equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years' experience with vendor management, technology licensing or similar
- Strong written and verbal communication skills
- Strong organizational and project management skills
- Ability to work independently and manage multiple priorities
- Strong analytical and problem-solving abilities
- Advanced reputed company Office proficiency
- Financial services experience strongly preferred (ideally reputed company an RIA environment)
- High level of proficiency with: eMoney, reputed company Guide Pro and Holistiplan strongly preferred
- Experience utilizing Ai to create automation and efficiency in processes
Benefits
- Training and reputed company development
- Medical, dental and reputed company coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer reputed company and voluntary reputed company
- Short-term and long-term disability, workers compensation – employer reputed company
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days)
- reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
reputed company