Role Description Seeking a Client Service & Operations professional for a full-time on-site role located in Neptune Beach, FL. As a Client Service & Operations professional, you will report directly to the owner, assisting with all aspects of client service and operations. Day-to-day tasks will include portfolio accounting, trading, quarterly reporting, account management, money transfers, and compliance. Qualifications Proficiency in MS Office Suite and CRM software Excellent communication and customer service skills to build strong, positive relationships with clients Strong analytical and problem-solving ability to identify and resolve operational complexities Ability to think critically, manage multiple projects, prioritize, and meet deadlines Good organizational skills to manage multiple priorities, projects, and tasks Ability to work independently and in a team-oriented environment Prior experience in the financial services industry is required. Experience with a variety of financial services fintech including Schwab Advisor Center and Tamarac Portfolio Reporting is required. Pay Range: 90,000 to 120,000 annually based upon experience CRM: Redtail Custodian: SCHWAB/TD Financial Planning: EMONEY Apply here

We are hiring! If anyone has any leads on someone who wants to work with Track That Advisor & is passionate about data metrics send them my way: [email protected]. TIA!

🚨 We’re Hiring: Sales & Marketing Specialist!! 💻 Remote | 💰 $70K base + 5% commission Simplicity Ops is growing, and we’re looking for a dynamic, AdvisorTech-savvy professional to take the lead on sales and marketing. In this role, you'll: ✅ Run all intro calls and sell our $3K Operational Assessment ✅ Own our email campaigns, LinkedIn, IG, and X presence ✅ Host webinars + community events ✅ Help drive growth by turning interest into impact We’re looking for someone who understands the RIA ops, knows how to connect with financial advisors, and loves both the strategy and execution side of sales & marketing. Check out the attached job description and explanation of benefits! If this sounds like you, please send your resume and a short note about why you’d be a great fit to 📧 [email protected]!!

Thank you for the New Hire Workflow and tools. Do you have particular interview questions that have been most helpful for you in assessing if the candidate is qualified for the job you are hiring? Not the standing what's your best/least qualities, but that really drill down on whether the applicant is the right fit?

We’re excited to announce that Track that Advisor is looking for a dynamic VP of Sales to join our amazing team!⚡ If you have experience in the financial services industry and a passion for driving growth and building strong client relationships, we’d love to connect with you.🙌 This is a fantastic opportunity to play a key role in our mission to empower financial advisors with the tools and resources they need to succeed. If you’re ready to make a big impact and bring your expertise to a growing, innovative company, we want to hear from you! 👉 Email [email protected] to apply or to get the full job description. ⚡