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Lead and develop a client support team to meet service standards and operational goals. Own day-to-day team performance, coaching, scheduling, escalation management, and service metrics. Partner with Workforce Management, Team and Technical Leads to ensure staffing alignment, case oversight in Salesforce, and continuous improvement of workflows and client experience.

Provide day-to-day support and onboarding for Summit (Orion) clients, diagnose and resolve access/reporting/portal issues, escalate complex problems, create training materials, manage onboarding projects, and relay customer feedback for product improvements.

Provide daily technical support and onboarding for Summit clients on the Orion ecosystem; diagnose and resolve access, reporting, and portal issues; collaborate with product and onboarding teams; prepare training materials; escalate complex problems; collect customer feedback and recommend enhancements.

Provide daily technical and onboarding support for Summit/Orion clients: diagnose and resolve access, reporting, portal and custom experience issues; escalate complex problems; prepare training materials; assist onboarding project management; gather feedback and suggest product improvements.

Manage the full product lifecycle for assigned wealth management solutions, partnering with investment, ops, technology, legal, and marketing to launch and enhance advisor-facing offerings, drive asset and revenue growth, and improve advisor experience through strategy, go-to-market, education, reporting, and issue resolution.

Provide corporate legal support including drafting, reviewing, negotiating contracts; counsel on securities, data privacy, and financial services compliance; maintain IP filings; support regulatory filings, governance, dispute resolution, and corporate operations; manage legal projects and work with outside litigation counsel.

Provide consultative technical support for the Advisor Portal, troubleshooting proposals, account opening/maintenance, onboarding, DocuSign workflows, and trading-related issues. Respond via phone, email, chat, Salesforce cases, and consultations; document findings, follow escalation paths, and collaborate with Product, Development, Onboarding, and Operations to resolve defects and improve workflows. Mentor peers and contribute to enablement and documentation.

The Senior Staff Software Engineer develops and maintains software products, leveraging AI tools to enhance engineering workflows, while guiding the team through coding practices and ensuring application quality.

The Customer Success Associate handles client inquiries via phone and chat, troubleshooting issues, providing guidance, and ensuring accurate documentation while progressing through platform knowledge.

The Senior Staff Software Engineer will enhance software products, guide team members, ensure application quality and safety, leverage AI tools, and participate in all aspects of the SDLC, requiring extensive experience and mastery of relevant technologies.