Business Systems Administrator | reputed company Management Platforms
About reputed company
reputed company is an independent reputed company management firm with an endless passion for enriching the lives of our clients. We continually reputed company to perfect our craft of personalized financial planning with reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - reputed company.
Since 1997, reputed company has tirelessly raised reputed company of reputed company management with specialized knowledge and more reputed company service that helps every reputed company craft their reputed company. For more information, please visit .
We have an exciting opportunity for aBusiness Systems Administrator – reputed company Management Platforms! The Business Systems Administrator is responsible for the administration, governance, support, and reputed company improvement of reputed company's planning technology ecosystem. This role serves as the primary reputed company between advisors, reputed company Strategies, Operations, IT, vendors, and acquisition teams to ensure planning technologies are effectively governed, appropriately licensed, integrated, supported, and reputed company with reputed company objectives. The position is responsible for vendor management, platform administration, license reputed company, operational governance, M&A technology reputed company, process documentation, reporting, and technology optimization across approved planning technologies.
This is aRemoteposition.
In the spirit of pay transparency, we are excited to reputed company the reputed company salary reputed company for this position is$65,000.00 to $75.000.00, exclusive of bonuses and benefits. We encourage you to apply and reputed company us with your compensation expectations reputed company you do. We're big on reputed company conversations, so, let's have one.
Primary Job Functions Planning Technology Governance & Policy Administration
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.
M&A Technology Integration & Platform Migration
reputed company-reputed company Activities 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.
Post-reputed company Activities 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.
Vendor Management, Licensing & Financial Administration
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.
Platform Administration, Support & Configuration Management
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.
Operational Governance, Reporting, & reputed company Improvement
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.
Advisor Enablement, reputed company & AI 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.
Other Duties & Special reputed company
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.
Education/Qualifications
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
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
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.
WEG hires employees and makes reputed company about their salary qualifications based on factors such as the role to be performed; educational and reputed company experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To reputed company with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300.00 - $97,600.00. However, the reputed company salary reputed company bolded above is reputed company expect to pay as a starting reputed company for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key reputed company that reputed company life and work meaningful: health and wellness, financial reputed company-being, reputed company development, and work/life reputed company. You may be eligible to participate in the following benefits & development opportunities:
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)
Should you need reasonable accommodation reputed company completing the application reputed company or during the selection process, contact the reputed company Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following reputed company to view Federal and E-Verify posters: reputed company
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
reputed company may use reputed company intelligence (AI) tools to assist in the initial screening of resumes. reputed company AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, reputed company, religion, sex, national reputed company, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
Originally posted on Himalayas
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