Bartlett Wealth Management

System Administrator

• Provide support and system administration for CRM, including user roles, permissions, and workflows
• Collaborate with MSP for escalated issues and system enhancements
• Ensure data integrity and compliance with governance standards
• Provide support for existing API-based integrations and ETL processes between CRM and other systems
• Assist in developing new workflows for efficiency and scalability
• Write and execute scripts to automate system tasks
• Manage network folder structures and permissions
• Perform Microsoft Active Directory tasks (unlock accounts, grant permissions)
• Provide Tier 1/Tier 2 technical support for applications and systems
• Troubleshoot user issues across CRM and related platforms

CRM Systems Administrator

Financial Planning and Analysis

• This position supports and works closely with Financial Planners and Wealth Advisors, performing a variety of tasks with a focus on financial planning.
• With Financial Planner oversight, gather and organize data, prepare financial plans, run scenarios, income projections, and portfolio projections; prepare presentations and discuss results with Planner/Advisor.
• Attend planning prep presentation meetings with Planners/Advisors.
• Coordinate annual review of plans with Planners/Advisors.
• Assist in developing and presenting new Financial Planning topics and materials to all Advisors.
• Research new ideas and tools to define and enhance our financial planning practice.
• Assist Planners/Advisors with managing client relationships.
• Interface with clients under direction of Planners/Advisors via telephone and email, providing them with assistance regarding their accounts.
• Accompany Planners/Advisors to client meetings to review financial plans and accounts in a supporting and learning role.
• Accompany Planners/Advisors to prospect meetings in a supporting and learning role.
• Assist Advisors in constructing portfolios according to client investment policy statement and firm policies.
• Manage centralized trading and monitoring process for identified accounts.
• Assist Advisors in monitoring asset allocation and cash balances relative to target asset allocation.
• Assist with various special projects and requests as necessary.

Financial Planning Associate

Operations

• Coordinate the firmwide evaluation and onboarding of client data within the firm’s trading software, including conducting detailed interviews with Advisors, reviewing accounts, and modeling portfolios to support Centralized Trading operations. This results in the Specialist creating and proposing trades for Advisors.
• Assist with Centralized Trading operations between the Trading department and Advisors. Serve as a trading hub for Advisors, improving operational efficiencies and enabling Advisors to focus on client service.
• Generate trade proposals to Advisors based on updates to firm models and portfolio strategy.
• Participate as a member of the Bartlett Fund Advantage (BFA) team, supporting the trading and maintenance of BFA accounts from initial setup through ongoing trade creation.
• Develop and implement processes and best practices to maintain appropriate cash levels within accounts, including generating trades to align with cash targets.
• The Trading Operations Specialist is a member of the Trading execution team, assisting in the execution of equity, fixed income, mutual fund, and option trades with multiple broker/custodian trading desks.
• Act as an internal resource for trading software questions; assist with system maintenance, functionality improvements, and process documentation.
• Assist with various special projects and requests as necessary.