FIG Talent Solutions · 2 days ago
RIA Operations Consultant
Tampa, FL
Full-time
Hybrid
Mid Level
$80K/yr - $100K/yr
3+ years expFIG Talent Solutions is seeking an RIA Operations Consultant to join their Base Camp Support team. This role combines technical expertise and customer success to support advisor onboarding and CRM training while driving adoption and continuous improvement.
Financial Services
Hiring Manager
Lori Glaser Miller
Responsibilities
Own and resolve CRM-related service tickets and general Base Camp requests in accordance with defined service-level agreements (SLAs), ensuring a timely and advisor-friendly experience
Respond to requests involving account maintenance and training on Charles Schwab, Goldman Sachs, and Fidelity platforms
Act as the internal expert on Practifi (built on Salesforce), providing functional guidance, configuration insights, and troubleshooting support to advisors and internal teams
Partner with the onboarding team to ensure new advisors are properly configured in the CRM and linked platforms
Support setup and training related to Charles Schwab, Goldman Sachs, and Fidelity account tools and workflows
Guide advisors through initial use of the CRM and related tech tools, ensuring a seamless transition into the Concurrent ecosystem
Lead live and virtual training sessions (1:1 and group), tailored to varying levels of user experience
Develop and maintain documentation, quick guides, and reference materials to drive CRM and custodian platform adoption and advisor self-sufficiency
Collaborate with internal stakeholders and field teams to gather feedback, identify pain points, and recommend scalable improvements to workflows, CRM features, and custodian-related processes
Proactively communicate CRM updates, enhancements, and best practices to advisors and internal users
Participate in cross-functional projects that elevate the advisor experience and optimize service delivery
Qualification
Required
Bachelor's degree in Business, Finance, Information Systems, or a related field
3+ years of experience training or supporting end users on CRM platforms
3+ years of experience in RIA operations
Skilled communicator, comfortable working with users of varying technical ability
Analytical and detail-oriented with a proactive, service-driven approach
Able to thrive in a fast-paced, collaborative, and agile work environment
Preferred
Practifi or Salesforce experience strongly preferred
Background in customer success, advisor operations, or technology enablement is a plus
Familiarity with custodian platforms is beneficial but not required
Benefits
401(k) matching
Equity
Dental insurance
Disability insurance
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
Company
FIG Talent Solutions
FIG Talent Solutions provides experienced recruiting, performance management, and employee selection programs to the financial services community.
Founded in 2017Cornelius, North Carolina, US
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase