Specialist, Product

2 weeks ago


St Louis, United States Buckingham Wealth Partners Full time

The Product & Platform Support (PPS) team provides support, thought leadership, and training & education for all Buckingham Platforms and Products / tools and applications to advisors and internal associates. The PPS Specialist is responsible for understanding Buckingham’s systems and business processes & use cases to provide support to advisors and internal associates on how to use Buckingham’s technology products.


The PPS Specialist is expected to have a high-level of personal interaction and client empathy with end-users and be an advocate for user needs, requests, and ideas while also working to meet and exceed our core service values. This role works across teams serving as an advocate for advisors by being responsible for ensuring issues are handled at the highest level of service from start to finish.


Essential Job Duties and Responsibilities

  • Has proficiency and subject-matter expertise of the Buckingham platforms and products and able to provide guidance, answer questions, or troubleshoot issues that are beyond basic knowledge but stops short of product engineering & development.
  • Answers questions and resolves any issues related to Buckingham’s technology platforms (ex. Orion, Envestnet, Advisor Portal, Advisor Centers, etc.) and products (ex. MoneyGuide, WealthAccess, etc.)
  • Trains new BSP advisor firms during the New Advisor Onboarding process on how to use Buckingham’s technology platforms.
  • Develops and maintains relationships across BWP advisors and end-clients, working collaboratively with Advisor Relations, Service, Trading, and Operations teams, etc. as needed.
  • Works closely with Business Owner teams (ex. Investment Analysis, Data Ops, Solutions) related to system, data and functionality defects and escalates as necessary.
  • Publishes Quarter-End Reports and Bills for BSP Orion firms each quarter (four times a year).
  • Tracks and analyzes issues to find any trends.
  • Works with the Product Analyst to document application issues and enhancement requests.
  • Presents recommendations for prioritization to appropriate teams and leadership.
  • Up to 25% travel to attend BSP advisor conferences and meet with BSP advisors in their offices.
  • Creates and maintains training and support guides for application functions.
  • Trains and educates Buckingham advisors on Buckingham’s technology platforms and products, both proactively and on-demand


Basic Qualifications

  • Bachelor's Degree
  • 1+ years financial services industry experience
  • Experience with Orion, Envestnet, MoneyGuide, and Salesforce a plus.


Knowledge, Skills and Abilities

  • Strong listening and problem-solving skills
  • Strong written and verbal communication skills
  • Strong interpersonal and relationship-building skills with a demonstrated ability of working well within a team and cross-functionally
  • Ability to handle many issues, items, and functions at one time



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