Operations Associate - Technology
Position Summary
We are seeking a Operations Associate to own and evolve the technology backbone of Dodds Wealth. This role ensures that our advisors, operations, and client service teams have a seamless, reliable, and forward-looking technology stack. You will be the go-to problem solver for tech issues, the driver of automation and innovation, and a partner to the COO and President in designing the next generation of our operational systems. In addition, you will serve as a backup resource for operational coverage and process understanding, ensuring continuity and support across the team.
Key Responsibilities
Technology Ownership & Support
- Serve as the primary owner and administrator of the firm’s technology stack (CRM, trading platforms, reporting tools, workflow systems, automations).
- Troubleshoot, resolve, and prevent system issues across all operational tools.
- Ensure data accuracy, security, and compliance across platforms.
Innovation & Automation
- Identify gaps, bottlenecks, and inefficiencies within existing systems and processes.
- Design and implement automated solutions to reduce manual workload and improve accuracy.
- Stay ahead of industry technology trends and proactively recommend new tools and integrations.
Strategic Development
- Collaborate with the COO and President to design and execute the firm’s long-term technology roadmap.
- Lead projects to build and deploy new capabilities, integrations, and workflows.
- Support enterprise-wide initiatives by leveraging technology for scale and efficiency.
Cross-Functional Collaboration & Coverage
- Partner with advisors, trading, onboarding, and service teams to ensure technology solutions align with day-to-day needs.
- Lead cross-training in technology systems to build redundancy across the operations team.
- Act as a backup for operational processes and coverage when needed, demonstrating strong process knowledge and adaptability.
- Train and support team members in using platforms effectively.
Qualifications & Skills
- Bachelor’s degree in Information Systems, Finance, Business, or related field.
- 3–5 years of experience in financial operations, technology, or systems management within financial services or a related field.
- Strong understanding of CRMs, workflow automation, data management, and reporting systems.
- Hands-on experience implementing new technology or integrations in a professional environment.
- High proficiency in Excel; ability to learn new platforms quickly.
- Systems thinker with an ownership mindset.
- Naturally curious and constantly seeking better ways to do things.
- Analytical, detail-oriented, and process-driven.
- Comfortable balancing daily troubleshooting with long-term strategic projects.
- Clear communicator who can translate technical solutions into practical benefits for the team.