Agency Technology Specialist

Synergy Wealth Solutions•Overland Park, KS

5d•Onsite

About The Position

At Synergy Wealth Solutions, we believe our people are our greatest asset. Our mission is to help financial advisors build meaningful businesses that create financial freedom for themselves, their families, and the clients they serve. We are a relationship-driven firm that values collaboration, personal growth, integrity, and service. We invest heavily in the success of our advisors by providing the support, technology, coaching, and resources they need to thrive. Our culture is built around putting people first—whether that means serving our clients, supporting our advisors, or helping one another succeed as a team. We are seeking an Agency Technology Specialist who is passionate about helping people succeed through technology. This is a front-office, service-oriented role responsible for assisting advisors and team members with the effective use of the firm's technology platforms, digital tools, and business systems. This position is ideal for someone who enjoys working directly with people, solving problems, and making technology approachable and practical. The right candidate is not simply a technical expert—they are a trusted resource who can build relationships, communicate clearly, and help others gain confidence in the tools that support their business. As a full-time, in-office team member, you will serve as a key point of contact for advisor technology support, training, onboarding, and adoption initiatives.

Requirements

Bachelor's degree preferred, or equivalent experience in technology support, customer service, training, or a related field
Experience in a client-facing, advisor-facing, or customer support role
Strong interpersonal skills and ability to build trust with a wide variety of personalities
Ability to learn new technology platforms quickly and teach others effectively
Excellent communication, organization, and follow-through skills
Professional presence with a service-first mindset
Strong problem-solving abilities and attention to detail
Ability to manage multiple priorities in a fast-paced environment
A positive attitude and genuine desire to help others succeed

Responsibilities

Provide in-person support for advisors and team members using firm technology platforms and business systems
Assist advisors with day-to-day technology needs, troubleshooting issues quickly and professionally
Serve as a visible and accessible resource by proactively engaging with advisors and identifying opportunities to help
Coordinate basic equipment setup, configuration, and technology maintenance
Support secure and compliant use of firm systems and digital tools
Train advisors on technology platforms, workflows, and best practices
Translate technical concepts into simple, practical guidance that advisors can immediately apply
Develop and maintain training materials, user guides, and support resources
Communicate updates, enhancements, and new technology initiatives in a clear and engaging manner
Identify opportunities for additional coaching based on advisor usage and adoption trends
Support the onboarding process by introducing new advisors to firm technology systems and digital workflows
Ensure new advisors have access to necessary tools, resources, and training materials
Partner with leadership to create a smooth and positive onboarding experience
Help new advisors gain confidence in the systems that support their business growth
Work closely with firm leadership to encourage technology adoption and process consistency
Monitor technology utilization and identify opportunities to improve efficiency and advisor experience
Recommend enhancements to training, communication, and support processes
Contribute to a culture of service, collaboration, and continuous improvement