Wealth Enhancement
·System Administrator
Business Systems Administrator | Wealth Management Platforms
About this role
Administer and govern wealth management planning technology platforms including eMoney, Money Guide Pro, and Holistiplan. Serve as primary liaison between advisors, operations, IT, and vendors for platform administration, licensing, M&A technology onboarding, and continuous improvement of the planning technology ecosystem.
Must have
Bachelor's degree in business, finance, economics or related field
4+ years experience with vendor management or technology licensing
Financial services experience strongly preferred
High proficiency with eMoney, Money Guide Pro and Holistiplan preferred
Experience utilizing AI for automation and process efficiency
Advanced Microsoft Office proficiency
Technologies
Responsibilities
Establish and maintain planning technology standards and governance framework
Develop and enforce planning technology policies and security standards
Serve as primary business contact for planning technology vendors
Manage licensing activities including provisioning, transfers, and deactivations
Configure and maintain system settings, user roles, and permissions
Troubleshoot platform issues and coordinate resolution with stakeholders
Coordinate M&A technology due diligence and platform migrations
Develop operational procedures, documentation, and knowledge base content
Create operational reporting, dashboards, and analytics for governance
Support advisor adoption through training materials and enablement resources
Benefits
Amenities
Recruitment process
Remote position based in Canada
Full-time role in wealth management industry serving 90,000 households
Salary grade spans $67,300 to $97,600 with starting range of $65,000 to $75,000
Serves as liaison between advisors, Wealth Strategies, Operations, IT, and vendors
Supports enterprise technology consolidation and standardization initiatives
