Wealthspire Advisors (New York, NY) Seeking AVP, Advisory Technology
Company Description and Role Background
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with over $12B in AUM. We have more than 150 employees serving clients from 14 offices in 8 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.
Due to Wealthspire’s exceptional growth, combined with future acquisition prospects, we are hiring a new role to have responsibility for the development and on-going support of custom applications and objects within Microsoft Dynamics CRM. This position will report to and be a key partner of the SVP, Technology and Best Practices and serve as a subject matter expert within all aspects of CRM software, blending technical knowledge and execution with staff training and change management.
Working with the SVP Technology, review current CRM configuration and customizations and identify, prioritize, and implement enhancements including converting existing dialogs into other processes as part of Microsoft deprecating dialog functionality
Creation, communication, and enforcement of CRM processes and best practices, executing effective change management
Collaborate with all teams across the firm to understand existing business processes and help design enhancements to drive greater efficiency and utilization
Serve as subject matter expert in due diligence efforts with acquisition targets to identify potential integration issues and opportunities
Hands-on integration leader for CRM
Provide ongoing training for existing staff and onboarding training for new hires and acquisitions as primary point of contact for CRM-related inquiries
Managing and implementing CRM integration with other advisory technology platforms such as portfolio management, trading, financial planning, and internal reporting as well as some administrative responsibilities across those platforms.
Bachelor’s degree and minimum of 7 years’ experience (preferably in financial services industry) developing Dynamics CRM custom workflows, plug-in creation, and creation of custom integration solutions with third-party vendors
Thorough understanding of MS Dynamics CRM architecture and experience in XRM applications
Demonstrated expertise in requirements gathering, analysis, designing, and development of enhancements and customizations within Dynamics CRM environment
Strong ability to interface with non-technical resources internally and with acquisition prospects
Excellent verbal and written communication skills
Preference for candidates with experience in Power Automate, Power BI, and/or Sharepoint
Interested? Apply through this position on LinkedIn.