Applications Specialist - Wealth Management (Application Experience Required)

Job Description

Job Description

At Zinnia Wealth Management, we believe that the best financial guidance happens when our advisors are freed from the frustration of clunky technology. We are looking for an Applications Specialist to join our team in Ocala, Florida, and help us refine the digital systems that power our firm. You will be the bridge between our high-level financial strategy and the tools we use to execute it daily. We aren't just looking for someone to keep the lights on; we want a creative thinker who can look at our current workflow and envision a more seamless path forward. You will play a crucial role in our culture of excellence, ensuring that our advisors have reliable, cutting-edge resources to serve our clients effectively. We offer a supportive, collaborative environment where your technical insights will directly influence our growth and success. If you are passionate about simplifying complex systems and enjoy being the go-to person for technical solutions, we invite you to help us build the future of wealth management right here in our Ocala office.

Responsibilities

Act as the primary point of contact for all AUM Fidelity Accounts.

Start all account-opening paperwork for Fidelity accounts.

Identify gaps in our current application suite and research modern tools that could make our daily workflows more intuitive.

Develop and deliver training sessions to help the team master our wealth management applications.

Maintain data integrity across all platforms, performing regular audits to ensure our client records are always accurate.

Create internal documentation and step-by-step guides for common tasks, making life easier for everyone on the team.

Requirements

Application Experience and Fidelity Account Experience is required.

Technical proficiency with CRM.

Advanced understanding of financial reporting systems and data migration processes.

Exceptional problem-solving abilities when troubleshooting software workflows.

Excellent organizational skills with a keen eye for system efficiency.

Clear and patient communication style for guiding colleagues through new software features.

Bachelor’s degree in Finance, Information Systems, or a related field.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Career Growth Opportunities