Top 433 Software consultant Jobs in Florida

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
Oracle OFSAA Consultant
Vibotek LLC —Tampa, FL
- Contract
- Senior level
Quick Apply
Solution Consultant - Talent Community
ServiceNow —West Palm Beach, FL
- Online Application
- Hybrid work
- CRM software
- Customer service
- Mid-level
Quick Apply
SAP ABAP & Data Transformation Consultant
Natuvion —Hollywood, FL
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Director, Technical Consultant - Post-Sales Implementation & Activation
Ramp —Miami, FL
- $269,280 - $411,000 a year
- Full-time
- Remote
- 5 years
- System design
- Home Health
- Travel reimbursement
- AD&D insurance
DATA SCIENCE CONSULTANT MIAMI
managementsolutions —Miami, FL
- Azure
- Computer literacy
- Finance
Senior Consultant
The Hackett Group —Florida
- Full-time
- Microsoft Word
- Microsoft Excel
- Oracle
7d
Epic Willow Senior Consultant
Deloitte —Lake Mary, FL
- $120,000 - $143,000 a year
- Full-time
- Computer Science
- 5 years
- Clinic experience
Epic Willow Build Senior Consultant
Deloitte —Lake Mary, FL
- $121,000 - $143,000 a year
- Full-time
- 6 years
- Computer Science
- Bachelor's degree
Veeva Clinical Consultant
Accenture —Saint Petersburg, FL
- $59,100 - $196,000 a year
- Full-time
- Hybrid work
- Computer Science
- Bachelor of Science
- Maintenance
- Paid holidays
- Disability insurance
Professional Services Consultant I
Absorb —Tampa, FL
- Full-time
- Remote
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
9d
Modern Workplace Consultant
H&CO —Miami, FL
- Hybrid work
- Mid-level
- Windows
- 3 years
8d
Technology Business Consultants II, North Americas Digital Banking
FIS Global —Jacksonville, FL
- Online Application
- Computer Science
- 5 years
- Pass drug screening
Solutions Consultant, Commercial
Ramp —Miami, FL
- $115,000 - $189,000 a year
- Full-time
- Hybrid work
- Computer Science
- Finance
- Project management
- Travel reimbursement
- AD&D insurance
Solutions Consultant, Mid-Market
Ramp —Miami, FL
- $151,000 - $231,000 a year
- Full-time
- Remote
- Computer Science
- Mid-level
- 3 years
- Travel reimbursement
- AD&D insurance
Opportunity-to-Engagement (O2E) Global Delivery and Test Senior Consultant
Deloitte —Tampa, FL
- Research
- Bachelor's degree
- Senior level
Senior D365 CE Functional Consultant (part-time)
Enavate —Tampa, FL
- Part-time
- Remote
- Computer science
- Computer Science
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
Technical Analyst & Testing Consultant
South State Bank —Winter Haven, FL
- Full-time
- Hybrid work
- 7 years
- Ability to walk for extended periods
- Office
Staff Solution Consultant
GE Vernova —Melbourne, FL
- $122,400 - $183,600 a year
- Full-time
- Remote
- 7 years
- Pass drug screening
- Bachelor's degree
- Paid parental leave
- Paid holidays
Solutions Consultant, Post Sales, Commercial
Ramp —Miami, FL
- $119,000 - $181,000 a year
- Full-time
- Hybrid work
- Oracle
- Computer Science
- Finance
- Travel reimbursement
- AD&D insurance

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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

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

Refine Your Search

software consultant jobs in florida

Senior RIA Operations Consultant

Oracle OFSAA Consultant

Solution Consultant - Talent Community

SAP ABAP & Data Transformation Consultant

Director, Technical Consultant - Post-Sales Implementation & Activation

DATA SCIENCE CONSULTANT MIAMI

Senior Consultant

Epic Willow Senior Consultant

Epic Willow Build Senior Consultant

Veeva Clinical Consultant

Professional Services Consultant I

Modern Workplace Consultant

Technology Business Consultants II, North Americas Digital Banking

Solutions Consultant, Commercial

Solutions Consultant, Mid-Market

Opportunity-to-Engagement (O2E) Global Delivery and Test Senior Consultant

Senior D365 CE Functional Consultant (part-time)

Technical Analyst & Testing Consultant

Staff Solution Consultant

Solutions Consultant, Post Sales, Commercial

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