Agency Technology Specialist and Practice Development Specialist

PowerPoint Presentation Agency Technology Specialist & Practice Development Specialist Reporting to : Head of Advisor Services Job Summary : Are you a positive, proactive, tech-savvy, results-driven leader with a passion for empowering financial advisors? Do you thrive at the intersection of technology, training, and business development? If so, we want you on our team! As an Agency Technology Specialist & Practice Development Specialist, you will spearhead the integration, adoption, and optimization of cutting-edge business technology tools designed to elevate advisor performance. You'll work closely with firm leadership, advisors, and support teams to streamline operations, maximize productivity, and drive sales growth. Key Responsibilities :

• Proactive Strategic Consulting : Collaborate with firm leadership to define, leverage, and promote firm-wide technology goals that enhance business performance.
• Department Budgeting : Understand budgeting and costs associated with your area and find efficiencies, without shortcuts and keep leadership aware oof expenses and / or likely costs by anticipating needs.
• Advisor Support & Optimization : Guide advisors in setting and achieving their business technology goals to scale and optimize their practice. Update the Technology Handbook monthly and share with Head of Advisor Services.
• Productivity & Growth Solutions : Proactively identify, evaluate, and implement technology-driven solutions to boost operational efficiency and revenue growth.
• Training & Adoption : Serve as the go-to expert for business technology tools, leading training initiatives and driving adoption across the firm.
• Onboarding & Development : Partner with Market Director(s) to introduce and integrate technology tools for new advisors.
• Technology Mastery & Support : Stay ahead of emerging business technologies and provide expert-level support for A360, Global Relay, and Zoom phone and Zoom AI technology, and other provided programs.
• Hardware & Software Support : Manage phone systems, provide end-user desktop support, and oversee hardware imaging and deployment using Microsoft Intune.
• Help Desk & IT Coordination : Respond professionally to IT service requests, escalate issues when needed, and ensure seamless functionality of software and hardware, including MS Office, Salesforce, SharePoint, ERP systems, and virtual conferencing platforms.
• Network & Server Maintenance : Assist staff with installations, backups, Windows updates, and security policy enforcement.
• Process Improvement : Diagnose problems, recommend solutions, and develop strategies to enhance technology adoption and business efficiencies.
• Compliance & Security : Maintain standard operating procedures, follow change management protocols, and enforce security policies in a timely manner.
• Periodic Front Desk Coverage : Energy to engage with and greet guests and clients.
• Communicate Effectively : Relay home office initiatives with leadership and the agency in advance of implementation. What We're Looking For :
• A Strategic Powerhouse : You're a results-driven, confident professional who thrives on improvement of process and systems.
• A Master Communicator : Strong interpersonal and communication skills that allow you to train, consult, and inspire.
• A Tech Guru : Proficient in practice management technology, reporting tools, and business operations software.
• A Self-Starter : Comfortable managing projects with both structured and ambiguous timelines.
• An Analytical Mind : Capable of leveraging data to drive suggestions and decisions to leadership, measure success, and optimize strategies.
• An Industry Insider (Preferred) : Prior experience in financial services is a plus.
• A Team Player : You collaborate effortlessly with leadership, advisors, and support staff to achieve common goal. You have great ideas to make an impact.
• A Microsoft Office Pro : Skilled in Outlook, Word, Excel, and PowerPoint. The Details :
• Location : Denver, CO (In-office role)
• Hours : 20 - 40 per Week.
• Availability : Candidate must be available Monday-Friday from 8 : 00 am to 5 : 00 pm
• Hourly Compensation : $25.00 to $28.85 (based on experience and education)
• Benefits :
• Medical, dental, vision, and life insurance
• Short-term and long-term disability coverage
• 5% 401(k) match
• Travel : Occasional travel required (mileage reimbursed)
• Must have References