Service Consultant - Financial Advisor Technology Platform
Not Disclosed•Full-TimeOn-site
location_on906, Congress Avenue, Downtown, Austin, Travis County, Texas, 78701, United States
Incedo is a US-based consulting, data science, and technology services firm with over 4,000 professionals operating across six offices in the US, Mexico, and India. We drive competitive advantage for our clients through end-to-end digital transformation, uniquely combining strong engineering, data science, and design capabilities with deep domain expertise. Our focus spans telecom, banking, wealth management, product engineering, and life sciences, where we blend services and products to maximize business impact.
We are seeking an experienced Service Lead to join our Advisor Technology Platform team. This role serves as the primary liaison between financial advisors and our internal operations, data, sales, and implementation teams. It is a high-impact, client-facing position designed for professionals who thrive at the intersection of wealth management, technology, and service excellence.
In this capacity, you will play a critical supporting role in the advisor service experience. Your focus will be on diagnosing pain points, executing service processes, triaging data and platform issues, and ensuring advisors receive timely, high-quality support. This position is ideal for someone with a solid wealth management foundation who is eager to grow into a senior service leadership role within a dynamic fintech environment.
Candidates selected for this role will undergo a structured interview process designed to assess both technical fit and cultural alignment. The journey typically includes:
Incedo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We consider qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
Work model: On-site
906, Congress Avenue, Downtown, Austin, Travis County, Texas, 78701, United States
Austin, Texas
Experience with advisor portals and wealth management platforms such as Addepar, Black Diamond, Envestnet, Orion, or Tamarac. Familiarity with data reconciliation processes, custodial data feeds, or financial data operations. Experience working in a fintech, WealthTech, or high-growth RIA environment. Exposure to Salesforce or other CRM tools for case management and advisor tracking. Series 65 or equivalent licensing.