Build and manage the Client Solutions support function for the Syntax Direct platform: hire/train/coach reps, create support materials and triage processes, manage escalations, partner with product/engineering/methodology teams, support onboarding and QA, and define reporting/quality-control to scale client support.

Provide frontline support for advisors, clients, and platform users: answer inquiries, support onboarding, triage and escalate complex issues, maintain CRM records, document recurring questions and product feedback, assist with QA and UX testing, and collaborate cross-functionally to improve support processes and materials as Syntax Direct scales.

Develop, maintain, and innovate financial software and data products, write optimized code, design web applications, and mentor peers.