Top 11 senior technical support Jobs in clearwater fl

Senior RIA Operations Consultant
Concurrent Investment Advisors —Tampa, FL
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 8 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
7d
IT Support Specialist
Holland & Knight LLP —Tampa, FL
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid parental leave
Senior IT Support Specialist
Adams Group - US —Pinellas Park, FL
- $60,000 - $75,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
Quick Apply
2d
Senior Specialist, Help Desk Support
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Hybrid work
- Mid-level
- Travel
- Computer networking
- Paid holidays
- Health insurance
Sr. Desktop Support Analyst, Progression
Tampa Electric Company —Lutz, FL
- 8 hour shift
- Computer Science
- Research
- Mid-level
- Paid holidays
- Dental insurance
4d
Sr Service Desk Technician
Occam Solutions —Tampa, FL
- $60,000 a year
- Weekends as needed
- Windows
- Team management
- Mentoring
Quick Apply
Trading Systems Support Senior Associate
Webull Financial —Saint Petersburg, FL
- $90,000 - $115,000 a year
- Full-time
- System design
- Mid-level
- Office
- Commuter assistance
- Paid parental leave
Quick Apply
4d
IT Training Delivery Manager
Holland & Knight LLP —Tampa, FL
- Full-time
- Background check
- 7 years
- Writing skills
- Profit sharing
- Paid parental leave
IT Regional Trainer
Holland & Knight LLP —Tampa, FL
- Full-time
- Background check
- Classroom
- 5 years
- Profit sharing
- Paid parental leave
Senior Systems Support Analyst
Greystar Real Estate Partners LLC —Tampa, FL
- Email
- Word processing
- Research
- Mid-level
- Paid parental leave
- Paid holidays
10d
Multi Domain - Senior Master Trainer
S2Technologies —Tampa, FL
- Full-time
- Computer Science
- 5 years
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
4d

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Senior RIA Operations Consultant

Concurrent Investment Advisors
Tampa, FL

Quick Apply

Job Details

Full-time
$90,000 - $110,000 a year
7 days ago

Benefits

Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Investment firm experience
Business operations

Full Job Description

Description

We are seeking a Senior RIA Operations Consultant to play a critical role within the firm’s Centralized Services platform. Our operations team provides expert guidance, training, and relationship-based support that enables advisors to confidently and efficiently operate on Concurrent’s platform.

The Senior RIA Operations Consultant serves as a trusted operational partner to advisors and advisory teams, delivering hands-on support while also driving operational enablement, training, and continuous improvement. This role requires deep knowledge of RIA operations, custodial platforms, and internal systems, combined with strong relationship management and training capabilities.

Success in this role is defined by advisor confidence, operational consistency, and the ability to improve both advisor self-sufficiency and the firm’s overall service model.

Responsibilities

Advisor Enablement and Relationship Management

Serve as a trusted operational partner to assigned advisors and advisory teams, building strong relationships based on credibility, accountability, and a deep understanding of advisor business needs.
Act as a consistent point of contact for advisors navigating operational questions, platform usage, and change initiatives.
Support advisor onboarding and ongoing adoption of Concurrent’s platform by guiding advisors through systems, workflows, and best practices.
Promote advisor self-sufficiency by educating advisors on how to effectively utilize centralized services and operational tools.

Operational Expertise and Issue Resolution

Provide expert operational support through ticketing systems, phone, and advisor-facing interactions, ensuring timely and accurate resolution of issues.
Apply sound operational judgment to distinguish between system issues, process gaps, and advisor training opportunities.
Serve as an escalation resource for complex or recurring issues, ensuring appropriate resolution and cross-functional follow-up.
Ensure support activities align with regulatory requirements, custodial standards, and firm policies.

Training and Knowledge Enablement

Lead structured training initiatives including one-on-one advisor sessions, small group training, and firmwide education related to custodial platforms and internal systems.
Identify training gaps based on ticket trends, advisor behavior, and platform usage.
Maintain and enhance SOPs, quick-reference guides, and training materials to support consistent advisor knowledge and operational execution.
Measure training effectiveness through improved advisor confidence, platform adoption, and reduction of repeat operational issues.

Continuous Improvement and Platform Feedback

Identify recurring advisor pain points and operational friction within the platform.
Translate advisor feedback into actionable recommendations for workflow improvements, system enhancements, and training initiatives.
Partner with Centralized Services, Technology, Practice Synergies, Compliance, and other internal teams to drive scalable improvements.
Maintain working knowledge of Concurrent’s evolving technology stack and service model through ongoing cross-training.

Performance and Accountability

Meet established KPIs related to response time, issue resolution quality, advisor satisfaction, and documentation accuracy.
Participate in regular KPI reporting, skill assessments, and performance reviews.
Contribute to special projects once consistent service performance and reliability are demonstrated.

Qualifications

Required

Bachelor’s degree in a related field or equivalent relevant experience.
Minimum of 8 years of experience in RIA operations, advisor support, or custodial environments.
Demonstrated expertise in advisory operations, custodial workflows, and advisor platform support.

Preferred

Experience in advisor onboarding, training, or operational enablement roles.
Familiarity with centralized service models in a growing RIA platform.

Skills and Competencies

Strong understanding of RIA operational workflows and advisor business models.
Strong relationship management and advisor-facing communication skills.
Ability to translate complex operational concepts into clear and practical guidance.
Strong analytical and problem-solving capabilities.
High attention to detail and commitment to service quality.
Ownership mindset with strong follow-through and accountability.
Ability to adapt in a fast-paced environment with evolving systems and processes.

Technology Platforms
Experience with advisory technology and custodial platforms such as Practifi, Black Diamond, Desk365, RAFA, Advisor360, Fidelity, Schwab, Goldman Sachs, and related custodial systems is strongly preferred.

Compensation
The base salary range for this position is $90,000 – $110,000 annually with a semi-annual bonus. Compensation will be determined based on experience, qualifications, and location.

Location and Schedule
This role is based in one of Concurrent’s office locations in Tampa, Florida; Dallas, Texas; or San Diego, California.

Standard business hours are generally Monday through Friday, 9:00 a.m. to 5:00 p.m., though flexibility outside of standard hours may be required based on business needs.

Benefits

401(k) matching
Dental Insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

About Concurrent Investment Advisors

Concurrent is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.

Headquartered in Tampa, Concurrent was founded in 2016 and currently supports over 174 advisors in 85 offices with $18 billion in assets under management (AUM) and more than $17 billion assets under advisement.

Company Values

We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product

Quick Apply

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senior technical support jobs in clearwater fl

Senior RIA Operations Consultant

IT Support Specialist

Senior IT Support Specialist

Senior Specialist, Help Desk Support

Sr. Desktop Support Analyst, Progression

Sr Service Desk Technician

Trading Systems Support Senior Associate

IT Training Delivery Manager

IT Regional Trainer

Senior Systems Support Analyst

Multi Domain - Senior Master Trainer

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