Platform Consultant

Ellevate brings industry expertise and technology solutions to empower wealth management firms. By enhancing operational efficiencies and scalability, Ellevate enables firms to focus on their strengths, build deeper client relationships, and grow successful businesses. Our team provides a disciplined approach to addressing the unique needs of financial professionals with cutting‑edge solutions and support.

This is a full‑time, on‑site position located in Ponte Vedra, FL. As a Platform Consultant, you will be responsible for implementing and optimizing technology platforms for business operations. You will collaborate with clients to understand their needs, configure platform solutions, generate reports, and provide user training. Responsibilities include troubleshooting technical issues, ensuring system accuracy, and supporting the adoption of best practices to enhance overall efficiency and performance.

• Experience with Technology Implementation, Platform Configuration, and Troubleshooting
• Understanding of Data Analysis, Generating Reports, and Performance Metrics
• Skills in Client Communication, Training, and Building User Adoption
• Expertise in Financial Industry Operations and Business Processes is a plus
• Strong problem‑solving abilities and attention to detail
• Bachelor’s degree in a related field or equivalent professional experience