Technology Training & Support Specialist

NewEdge Capital Group•New Orleans, LA

2d•Hybrid

About The Position

NewEdge Advisors (NEA) is a rapidly growing wealth management firm dedicated to supporting independent financial advisors by providing them with the resources and time to focus on their clients and practices. We offer comprehensive support in areas such as transition, compliance, real estate, human resources, marketing, and information technology. We are seeking a highly skilled, service-oriented individual with a positive attitude, a passion for problem-solving, and a commitment to meeting the needs of our advisor base and home office staff. The ideal candidate will possess a trainer's mindset, practical experience with Wealthbox CRM and its integrations, and a genuine enthusiasm for Artificial Intelligence (AI) and its applications in wealth management. This role reports to the Director of Technology Solutions. While the position is based in New Orleans, LA, remote candidates may be considered.

Requirements

3-5 years of securities industry experience within organizations providing investment advisory services.
Bachelor's or master's degree in a business-related field or equivalent professional experience.
Skill in operating various databases and software programs (i.e., Microsoft Office, Orion, Salesforce, Power BI, Tableau, etc.).
Expertise in Microsoft Excel.
Demonstrated experience with the Wealthbox CRM platform and its integrations with third-party financial technology tools.
Proven training experience with a trainer’s mindset: ability to design structured curricula, lead engaging group and individual sessions, adapt delivery to varied learner levels, and measure the effectiveness of training programs.
Hands-on experience with AI tools in a wealth management or financial technology context, combined with a forward-looking mindset around evaluating and implementing AI solutions that enhance advisor productivity and client service.
Active commitment to staying current with emerging AI developments relevant to the financial services industry.
Project management skills, including strategic planning, communication, risk mitigation and leadership.
Ability to organize, prioritize, and handle multiple tasks within established timeframes.
Ability to investigate, research, and resolve problems.
Ability to communicate clearly and explain complex information concisely.

Nice To Haves

Experience with Fidelity, Raymond James, Schwab, Goldman Sachs and/or LPL Clearing preferred.
FINRA (Financial Industry Regulatory Authority) SIE, Series 7 and/or 65/66 are a plus.

Responsibilities

Support the NEA Tech Stack with an emphasis on training, and assist the team in digital transformation projects.
Understand the Tech Stack Offering for W2 and 1099 affiliates, including Financial Technology tools (Advisor Workstation, CRM, Financial Planning, etc.), Business Tools (Video Conferencing, Scheduling, AI tools, Phone Systems, Texting, etc.), and General IT (MSP, MS365, cybersecurity).
Research and identify new FinTech that could be valuable for advisors and/or the internal firm by identifying trends and advisor pain points.
Execute Vendor Due Diligence on new technology tools following the EdgeCo process and reviewing with Compliance.
Assist with transitioning new firms to our RIA (Registered Investment Advisory) from discovery through implementation and full integration support.
Provide advanced level of expertise using the Orion platform with a deep understanding of the core Orion Connect applications.
Serve as the main point of contact for technology questions and inquiries for our DBA firms, both W2 and 1099, partnering with internal EIT teams and external MSP when necessary.
Track and manage DBA technology requests via the Salesforce Case Management System.
Assist with NewEdge Help Center article and training material management and creation.
Create content such as training videos and slick sheets for the Technology Solutions team.
Coordinate and lead demos, webinars, etc., to educate advisors on new tech offerings.
Design and deliver structured training programs for advisors and staff across the NEA Tech Stack, focusing on driving adoption and building lasting proficiency.
Serve as the lead and manage projects for various initiatives from inception to implementation, tracking and reporting on progress, milestones, challenges, and deliverables.
Develop and maintain training curricula, guides, and job aids tailored to different advisor experience levels and workflows.
Conduct one-on-one and group training sessions to support onboarding, new tool rollouts, and ongoing skill development.
Gather feedback from training participants to continuously improve content, delivery methods, and learning outcomes.
Stay current on emerging AI tools and trends relevant to wealth management and financial technology, serving as an internal resource for AI awareness and education.
Evaluate AI-powered tools and integrations for potential implementation across the NEA Tech Stack, including CRM automation, AI note-taking, document intelligence, and advisor productivity solutions.
Partner with the Technology Solutions team to develop and deliver advisor-facing content and training on approved AI tools and workflows.