Associate Platform Services Specialist

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Platform Consultant specializing in educational content and platform adoption at financial services firm. Driving engagement and providing consulting to enhance advisor operations and platform utilization.

Posted 7/17/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong proficiency in My Advice Architect (MAA) with the ability to develop and deliver training programs, webinars, and educational content tailored to advisor needs. Exhibits analytical thinking and problem-solving skills to enhance platform utilization and advisor efficiency.

Highest-signal resume keywords

My Advice Architect (MAA) ProficiencyFinancial Services Technology ExperienceTraining Program DevelopmentAnalytical ThinkingEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Platform ExpertiseContent CreationWebinar DeliveryPlatform Usage AnalysisConsulting Framework DevelopmentSalesforce CRM DocumentationWorkflow OptimizationTraining Material ImprovementAdoption Initiative SupportProject Ownership

Soft Skills

Independent WorkInitiativeCollaborationProblem-SolvingTime Management

Tools & Technologies

My Advice Architect (MAA)Salesforce CRM

Industry Keywords

Financial ServicesConsultingAdvisor EngagementPlatform UtilizationTraining and Enablement

About the role

Key responsibilities & impact

Develop intermediate to advanced platform expertise and apply it to advisor engagements
Independently deliver consulting, training, and webinars
Create and maintain educational content and enablement materials
Collaborate across departments and act as a liaison between teams
Support adoption initiatives and improve platform utilization and outcomes
Develop and maintain strong proficiency in My Advice Architect (MAA), including both core functionality and advanced features
Understand key business workflows for advisory-based business and how to optimize them within MAA
Analyze platform usage trends and identify opportunities to improve advisor efficiency and adoption
Investigate and help resolve MAA platform issues, identifying root causes and recommending solutions
Partner with platform vendors and internal teams to relay feedback, track defects, and support enhancements
Create and deliver webinars, training sessions, and educational content for the MAA platform
Develop new training programs and webinar presentations aligned to advisor needs
Review and improve existing content for accuracy, completeness, and usability
Align content with best practices, business workflows, and adoption goals
Collaborate with internal teams (Training, Marketing, Compliance, Service) to develop and distribute content
Conduct 1:1 consults with advisors on fundamental and intermediate MAA topics
Deliver channel trainings, webinars, and conference sessions to support adoption
Assess advisor usage and recommend improvements to increase productivity and satisfaction
Document advisor engagements accurately in Salesforce CRM
Contribute to development of consulting frameworks, assessments, and delivery materials
Take ownership of assigned projects and initiatives, ensuring timely and high-quality completion
Participate in platform roadmap discussions, release readiness, and adoption efforts
Support rollout of MAA enhancements through training, communications, and collateral
Act as a liaison across departments to coordinate efforts and ensure alignment

Requirements

What you’ll need

3–5 years of experience in financial services technology, consulting, or platform-related roles
1-2 years of hands-on usage of the MAA (Envestnet) platform
Demonstrated ability to work independently and take initiative
Understanding of key MAA workflows (model building, proposal creation, account servicing, trading and reporting)
Effective communication skills with both technical and non-technical stakeholders
Ability to manage multiple priorities and deliver high-quality work consistently
Collaborative mindset and ability to work across teams
Analytical thinking and problem-solving capabilities
Commitment to continuous learning and staying current on platform capabilities

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind