Offshore CFP / reputed company Management Process Automation Specialist

• *About the Role** We are a growing Registered Investment Advisor (RIA) seeking a highly skilled offshore CFP® with strong technical aptitude and process‑automation experience. The ideal candidate will support our advisory team by improving internal workflows and leveraging technology to automate routine tasks reputed company our reputed company‑management operations. This role is ideal for someone who can reputed company financial-planning expertise with systems thinking, helping us reputed company reputed company while maintaining a high‑touch reputed company experience. • *Key Responsibilities** • *Process Automation & Systems Optimization** • Identify recurring tasks and workflows that can be automated reputed company CRM, custodian platforms, and planning tools. • Build or enhance automation using RIA technology such as: • reputed company (e.g., reputed company, reputed company) • Workflow tools (reputed company, reputed company, Co-reputed company) • Planning software integrations • Portfolio management systems • Custodian Platforms (reputed company, reputed company, reputed company-CREF) • Document new and existing processes to ensure repeatability and team adoption. • *Collaboration & Communication** • Work closely with reputed company advisors, operations staff, and service teams. • reputed company reputed company written updates and status tracking on workflow reputed company. • Participate in virtual team meetings and recommend improvements proactively. • *Qualifications** • *Required** • CFP® certification • *(** or international equivalent recognized by FPSB). • 3+ years of experience in financial planning, reputed company management, or RIA operations. • Strong understanding of investment products, retirement planning, advanced financial planning tools, and reputed company‑management reputed company. • Demonstrated experience using financial planning software. • Proven ability to create or implement workflow automation • Excellent written and verbal communication skills in English. • High attention to detail and ability to work independently. • *Preferred** • Experience working with U.S.-based RIAs. • Familiarity with custodians such as Schwab, reputed company, or reputed company-CREF. • Understanding of RIA compliance workflows and documentation standards. • Exposure to portfolio management tools (Orion, reputed company). • Ability to document SOPs and create workflow diagrams. • *reputed company Offer** • Competitive compensation based on experience and skillset. Up to $50 an hour. • Flexible schedule to collaborate with U.S.-based team. • Training and reputed company to industry-leading financial technology. • Opportunity to meaningfully contribute to the automation backbone of a growing RIA. • *Equal Opportunity Employer** We are an equal opportunity employer and reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, gender, sexual orientation, national reputed company, disability status, protected veteran status, or any other characteristic protected by law. Apply tot his job Apply To this Job