Summary:
We are seeking a skilled Wealth Tech Integration Specialist for our small financial planning firm. The ideal candidate will be responsible for integrating various wealth technology platforms to streamline operations, enhance efficiency, and improve user experience. This role involves designing, developing, and maintaining APIs that connect disparate systems and enable seamless data flow between them. Additionally, the specialist will create automations to reduce manual processes and increase overall operational efficiency. The specialist will work closely with both tech and financial teams to ensure that all platforms are optimized for performance and usability.
Responsibilities:
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