About BetaNXT
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
About the Role
The Specialist, Technology Infrastructure supports the planning, coordination, and delivery of technology infrastructure initiatives that enable secure, reliable, and scalable business operations across BetaNXT. This role serves as a key contributor in ensuring infrastructure projects, operational activities, and service delivery efforts are executed efficiently and aligned with organizational priorities.
Working closely with Infrastructure, Service Desk, Engineering, Product, and business stakeholders, the Specialist coordinates activities across multiple teams, facilitates communication, tracks project deliverables, and helps drive successful outcomes for infrastructure-related initiatives. This position plays an important role in maintaining operational excellence, supporting continuous improvement efforts, and enhancing the overall effectiveness of technology services across the organization.
The ideal candidate is highly organized, collaborative, and detail-oriented, with strong communication and project coordination skills and an interest in technology infrastructure within a fast-paced, regulated environment.
Duties and Responsibilities
- Coordinate and support the successful delivery of infrastructure projects, initiatives, and operational activities.
- Track project milestones, dependencies, risks, and action items to help ensure deliverables are completed on schedule and within established objectives.
- Facilitate communication and collaboration across Infrastructure, Service Desk, Engineering, and business teams.
- Assist with planning, prioritizing, and monitoring infrastructure work to support both internal and client-facing commitments.
- Prepare and maintain project documentation, status updates, meeting materials, and delivery reporting.
- Coordinate resources and activities across multiple teams to support efficient project execution.
- Communicate project progress, timelines, requirements, and potential constraints to stakeholders.
- Partner with technical teams to understand business requirements and help align delivery activities with organizational goals.
- Support issue identification, escalation, and resolution efforts to minimize delays and operational impacts.
- Contribute to process improvement initiatives that enhance infrastructure delivery effectiveness, consistency, and customer satisfaction.
- Ensure compliance with internal controls, operational standards, and regulatory requirements applicable to infrastructure activities.
- Foster strong working relationships with internal stakeholders and support a culture of accountability, collaboration, and continuous improvement.
Skills and Experience
- Bachelor's degree or equivalent combination of education and relevant work experience.
- 2–4 years of experience supporting technology, infrastructure, service delivery, project coordination, or related operational functions.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- Proficiency with Microsoft Office Suite, including Excel, PowerPoint, Outlook, and Teams.
- Experience coordinating activities across multiple stakeholders and business functions.
- Strong written and verbal communication skills.
- Experience working within technology, fintech, financial services, insurance, or other highly regulated industries preferred.
Preferred Qualifications
- Experience supporting infrastructure, technology operations, service delivery, or project management initiatives.
- Working knowledge of infrastructure concepts including networks, servers, cloud platforms, and enterprise technology environments.
- PMP, CAPM, Agile, Scrum, or other project management certifications are desirable but not required.
- Experience creating project plans, status reporting, and executive-level communications.
- Demonstrated ability to identify process improvement opportunities and drive efficiencies.
- Experience working in environments with regulatory, security, and compliance requirements.
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Skills Required
- Bachelor's degree or equivalent combination of education and relevant work experience
- 2-4 years of experience supporting technology, infrastructure, service delivery, project coordination, or related operational functions
- Strong organizational skills and ability to manage multiple priorities
- Proficiency with Microsoft Office Suite, including Excel, PowerPoint, Outlook, and Teams
- Experience coordinating activities across multiple stakeholders and business functions
- Strong written and verbal communication skills
- Experience supporting infrastructure, technology operations, service delivery, or project management initiatives
- Working knowledge of networks, servers, cloud platforms, and enterprise technology environments
- PMP, CAPM, Agile, Scrum, or other project management certification
- Experience creating project plans, status reporting, and executive-level communications
- Experience identifying process improvement opportunities and driving efficiencies
- Experience in regulatory, security, and compliance environments
- Experience working in technology, fintech, financial services, insurance, or other highly regulated industries
What We Do
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of two industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
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