Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $9.0 billion in assets under management. Forum was founded in 2002 and became an independent RIA advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.
Forum Financial Management, LP is a rapidly growing Registered Investment Advisory firm (RIA) in search of an experienced Product and Technology Analyst to support and advance our firm’s technology strategy across product development, advisor technology support, and cybersecurity. This role is designed for a highly independent and resourceful professional who can quickly understand our firm’s operations, integrate with our Hub platform, and act as a versatile extension of the CTO.
Job Responsibilities:
Product & Roadmap Execution
- Partner with product leadership to define requirements, test new features, and coordinate releases for our proprietary Hub and broader tech stack.
- Collect, analyze, and translate advisor feedback into actionable product enhancements.
- Track roadmap progress to ensure deliverables align with advisor efficiency, firm efficiency, and compliance goals.
Advisor Technology Support
- Serve as the primary escalation point for complex advisor technical issues, providing timely resolution and vendor coordination.
- Develop and maintain documentation, training resources, and best practices.
- Identify recurring issues and recommend process or product improvements to prevent them.
Cybersecurity & IT Oversight
- Support ongoing cybersecurity monitoring, reporting, and vendor management (SOC, SIEM, Intune, etc.).
- Assist with incident response, audits, and compliance documentation.
- Identify risks, recommend mitigations, and contribute to firm-wide security awareness initiatives.
Cross-Functional Technology Operations
- Drive efficiency through process automation and systems integrations (Notion, Linear, Teams, etc.).
- Produce clear, data-driven reports for leadership on product, support, and security initiatives.
- Proactively recommend tools, workflows, or practices that improve advisor and firm outcomes.
Required Qualifications
- 4–6 years of experience in product management, IT, business systems, or technology operations (financial services experience preferred).
- Proven ability to operate independently and manage multiple priorities with minimal oversight.
- Strong technical troubleshooting skills and experience working with external vendors.
- Familiarity with cybersecurity principles, tools, and compliance requirements within a regulated environment.
- Excellent communication skills, with the ability to translate complex technical topics for non-technical audiences.
- Highly organized, detail-oriented, and proactive problem solver.
Additional Qualifications
- Experience in financial advisory, wealth management, or related industries.
- Familiarity with advisor tools such as performance reporting (Tamarac, Orion) and financial planning systems (Income Lab, MoneyGuide).
- Knowledge of SOC/SIEM platforms, endpoint management, or compliance-related technologies.
- Exposure to workflow automation, AI applications, or light scripting (Zapier, n8n, Python, SQL).
Compensation:
This role offers a competitive salary in the range of $80,000 – $125,000, commensurate with experience and qualifications, along with a comprehensive benefits package.
Why work for Forum Financial Management?
We are a rapidly growing organization with a competitive total rewards package, continuing education & training, and tremendous career potential. This role will be critical in driving the future growth of the firm as we are only as successful as our advisors are individually.
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Benefits- We offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.
401k – We offer a 401 (k) plan that includes an automatic company contribution of 5% of salary.
PTO – Employees start off with 18 days plus 2 floating holidays they can use at any given time.
Flexible work schedule -We offer a hybrid working schedule and require our employees to report to the office once a week. (Any day that works best for you).
Professional Development- Forum wants to grow our talent from within, and we recognize the role that professional development plays in that. We help our employees identify professional development goals each year and we offer several ways for employees to build their individual skillset.
Employee Engagement – Employee engagement is very important to Forum, and we believe our employees are our greatest assets, so we strive to host quarterly cultural building activities, monthly office luncheons, and other activities to increase productivity within the company.
Forum Financial Management, LP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, gender identity/expression, actual or perceived.
Top Skills
What We Do
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
