Technology Platform Support Specialist

We are seeking a full-time Technology Platform Support Specialist to support financial advisors using our enterprise platform. The Role:This role focuses on resolving functional and workflow-related issues within business applications rather than traditional IT help desk support. The specialist will serve as a key partner to advisors, helping them successfully complete business processes such as account opening, document management, data updates, and integrations across connected platforms. This role is embedded in day-to-day business operations and plays a critical role in advisor satisfaction, platform adoption, and operational continuity. The specialist will manage a high-volume advisor support queue, balancing responsiveness, quality, and impact. The role also plays a key part in identifying platform improvement opportunities and driving long-term enhancements to advisor workflows.ResponsibilitiesServe as a primary point of contact for financial advisors experiencing issues with platform workflows and applicationsOwn and actively manage Technology Platform support queue, prioritizing advisor-impacting issuesDiagnose and resolve platform, data, and integration issues impacting advisor workflowsEmbedded cross-functional contributor that acts as the voice of advisor experience and contributes to prioritization conversationsCoordinate with third-party vendors when platform dependencies require external collaborationClearly explain root causes and resolutions to non-technical users in business termsDocument recurring business issues, platform gaps, and support trends to improve future advisor experienceDemonstrate full ownership of the advisor support experience, including proactive improvement of workflows and support modelsIdentify systemic platform issues and partner with product teams to implement enhancements that reduce recurring support volumeQualifications3+ years supporting business applications or platformsExperience managing ticket-based support queuesStrong analytical and problem-solving skills focused on application behavior and dataClear, professional written and verbal communication with business usersAbility to translate technical findings into business-friendly explanationsHigh degree of ownership, accountability, and follow-throughRequired SkillsExperience supporting platforms used by financial advisorsBackground in financial services or regulated industriesFamiliar with Salesforce data models or integrationsExperience acting as a liaison between business teams and technical teamsPrior responsibility for end-to-end ownership of a support queue Equal Opportunity Statement&Partners is committed to diversity and inclusivity.