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IT Specialist

Wealth Tech Solutions Specialist

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Beacon Pointe Advisors LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • IT/Tech
    IT Specialist
Job Description & How to Apply Below
A leading advisory firm in Newport Beach is seeking a Client Solutions Specialist to implement client solutions and support workplace retirement technology. The ideal candidate will have 3-5 years of experience in wealth management and strong knowledge of Salesforce, eMoney, and Excel. Responsibilities include managing operations of the Pontera platform and providing service support to advisors. This role emphasizes a client-first approach and exceptional organizational skills.
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