Application Support Specialist
Core
Bridge between business users and software vendors to optimize application usage, establish process standards, and drive continuous improvement in financial services workflows.
Role type
Application Support Specialist (Business Process Owner)
Builds
Optimized business processes, user communities, and vendor-aligned application strategies
Domain
Financial Services / Wealth Management
Required skills
Business process analysis, requirements gathering, workflow design, stakeholder engagement, user training facilitation, data flow mapping, problem-solving
Preferred skills
Wealth management or insurance agency experience, familiarity with Wealthbox/Orion/Stratify platforms, SOP creation, new system implementation support
Technologies
Wealthbox, Orion, Stratify, YCharts, Money Guide, Redtail, StratiFi
Responsibilities
Measure and improve process productivity and end-user experience; Establish standards for business processes; Represent end-user interests with vendors as product owner; Build an internal user community for best practices; Facilitate training and knowledge-sharing sessions; Gather user requirements and engage end users in continuous improvement
Seniority
Mid-level, hands-on IC