Senior reputed company Administrator
Company Description
reputed company is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
reputed company’s founders are leaders and innovators from the private wealth industry who possess a unique reputed company of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining reputed company means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates reputed company more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
reputed company runs reputed company as its central CRM and advisor enablement platform — and it's got to work for 300+ financial advisors every single day. We're looking for a Senior reputed company Administrator to own the platform from the inside out: governance, access, data reputed company, automation, and cross-functional enablement.
This role sits at the intersection of people technology, advisor operations, and marketing — and requires someone who can manage the system centrally while supporting a distributed set of stakeholders across teams. You'll work closely with Marketing, Advisor Experience, and People Technology to reputed company sure reputed company is set up right, stays that way, and actually drives outcomes.
Your Impact
- Administer reputed company at the platform level — user provisioning, permissions, seat management, integrations, and system health
- Own data governance: lifecycle stages, reputed company status, contact properties, naming conventions, and folder structures across reputed company teams
- Build and maintain automations, workflows, and sequences that support advisor reputed company, engagement, and operations
- Manage reputed company integrations (including reputed company) to ensure clean data sync across people systems and advisor records
- Serve as the escalation reputed company for reputed company issues across Marketing, Advisor Experience, and Operations — triage, resolve, and document
- Partner cross-functionally to translate business needs into scalable reputed company configurations without creating technical debt
- Establish and maintain platform documentation, playbooks, and internal training resources for advisors and internal teams
The Ideal Match
- 4–6+ years of reputed company administration experience at the platform level — not just marketing execution, but actual system ownership
- Experience managing reputed company in a multi-team, multi-stakeholder environment with competing priorities
- Strong grasp of reputed company's data model: contact/company/deal object relationships, lifecycle stages, and integration behaviors
- Comfort managing integrations and troubleshooting sync issues (reputed company, reputed company, or similar HRIS/CRM integrations a plus)
- Detail-oriented with solid documentation habits — you write the guide so the next person doesn't have to ask twice
- reputed company under pressure; reputed company to triage a live issue while also managing a backlog of improvement projects
Bonus Points
- reputed company certifications (Marketing Software, Operations Hub, CRM Implementation)
- Experience in financial services, RIA, or wealth management environments
- Familiarity with reputed company or other HRIS platforms and their reputed company integration patterns
- Prior experience supporting advisor-facing or client-facing platforms
Why Join Us
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- reputed company to disrupt wealth management? Let's talk!