Job Description

Concurrent Investment Advisors is a newly formed Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.

Headquartered in Tampa, Concurrent was founded in 2016 and currently has over 100 advisors in 43 offices with $9.5 billion in assets under management (AUM) and more than $13 billion under advisement.

Company Values:

We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product.

Position Overview:

At Concurrent Investment Advisors, we are dedicated to delivering exceptional client experiences through the efficient use of cutting-edge technology and a collaborative team approach. We are looking for a Support Team Member who shares our core values and is passionate about making a meaningful impact on the financial advisory industry.

Key Responsibilities:

Client-Centric Support: Provide best-in-class service to our advisors and their staff, ensuring they have a seamless experience when using our services and technology.

Ticket Management: Manage the ticketing system in accordance with published Service Level Agreements (SLAs), ensuring timely resolution of issues and requests.

Onboarding Assistance: Assist in the onboarding process for new advisors, helping them navigate our systems and tools efficiently.

Training and Education: Collaborate with team members to educate them on the effective utilization of available tools and resources, promoting competence and efficiency.

Continuous Improvement: Work closely with the All Stars and additional field staff to identify opportunities for enhancing the overall advisor and client experience. Share insights and suggestions for process improvements.

Communication: Effectively communicate important projects, events, and updates to the entire team, fostering a culture of transparency and collaboration.

Qualifications/Experience:

• Bachelor's degree in finance, business administration, or a related field preferred.
• Previous experience in a support or advisor service role is required.
• Previous experience in financial services, 4 years required
• Custodian experience is required. Ideally with Fidelity, Charles Schwab and/or Goldman Sachs.
• A self-started with strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Knowledge of industry regulations and compliance standards.
• Familiarity with financial technology and software applications.
• Ability to work collaboratively in a team-oriented environment.
• Tech-savvy with the ability to quickly learn and navigate new software and tools.
• Ability to adapt to a fast-paced, agile work environment.

Job Type

• Full-time, Exempt
• $75,000-$85,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities

Location / Schedule

• This position will work from our Tampa, FL home office, but candidates will be considered who work in the Dallas, TX area.
• Working hours are 9am-5pm Monday-Friday with the option to work remotely on Fridays.
• Occasional evening/weekend hours may be requested.
• Up to 10% Travel may be required for this role.

Benefits

• 401(k) matching
• Dental Insurance
• Disability insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

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