Job Summary

The Wealth Technology Specialist serves as the operational backbone of our technology ecosystem. This individual will support advisors and staff, administer key systems, improve workflows, maintain data integrity, assist with automation initiatives, and help implement new technology solutions.

This role is ideal for someone who enjoys solving problems, optimizing processes, and learning emerging technologies within the wealth management industry.

The successful candidate will work closely with leadership and play a key role in the firm's long-term technology strategy.

About Strittmatter Wealth Management Group

Strittmatter Wealth Management Group is a rapidly growing wealth management firm committed to delivering exceptional client service through operational excellence, innovation, and technology. As we continue to expand our advisor team, client base, and assets under management, we are investing heavily i...