Job Description

FinTech & CRM Operations Associate (Hybrid - Charleston, SC)

💰 Salary: $65,000 - $85,000

📍 Location: Charleston, SC (Hybrid)

🕒 Employment Type: Full-time

Are you a tech-savvy problem solver with a knack for financial technology and CRMs?

Do you enjoy figuring out how things work, creating efficiencies, and helping others navigate technology? If so, you might be the perfect fit for our team!

About Us

At C2P, we’re a fast-growing Registered Investment Advisor (RIA) that provides cutting-edge financial solutions for advisors. We recently implemented Salesforce and are rapidly expanding our tech stack, which includes Orion Advisor, Redtail CRM, DocuSign, Microsoft Excel, and more. We’re looking for a FinTech & CRM Operations Associate to help us optimize our technology, assist advisors and staff, and support ongoing enhancements.

What You’ll Do

This role is 70% troubleshooting, 30% training, and you’ll be the go-to person for all things tech-related within our firm. You’ll work alongside the Director of Investment Operations, helping to streamline our technology solutions and support our advisors.

Technology & CRM Support

• Manage and troubleshoot Salesforce, Orion Advisor, Redtail CRM, and other financial platforms.
• Assist with workflow automation (Salesforce Flows, reports, and dashboards).
• Provide support for DocuSign, AdvicePay, QuikForms, Zocks, and more.
• Research and test new technology tools to enhance operational efficiency.
• Assist with SSO (Single Sign-On) setups and integrations.

Advisor & Staff Training

• Train advisors and internal staff on best practices for Salesforce, Orion, and other tools.
• Help optimize custom reports, dashboards, and workflows.
• Assist with onboarding new advisors into our tech ecosystem.

Process Improvement & Tech Expansion

• Collaborate on projects to improve data management and technology workflows.
• Help identify and evaluate new technology solutions that enhance advisor efficiency.
• Assist in standardizing processes for managing multiple databases across advisory firms.

What We’re Looking For

• Experience in at least one major CRM (Salesforce, HubSpot, etc.)
• Proficiency in Microsoft Excel (a must)
• Strong analytical skills and the ability to quickly learn new software.
• Excellent problem-solving skills with a self-starter attitude.
• Comfortable troubleshooting financial technology and database issues.
• Ability to train and assist advisors and staff in using tech tools.
• Prior experience in financial services or FinTech is preferred but not required.
• Experience with Orion Advisor, Redtail CRM, or Salesforce is a huge plus

Why Join Us?

• Be part of powering a top-tier financial technology and CRM platform.
• Work in an autonomous role where you’ll make a direct impact.
• Competitive compensation and benefits package.
• Opportunities for professional growth and career advancement.
• A culture that values diversity, inclusion, and employee well-being.
• Access to cutting-edge tools and resources in the financial planning industry.

Ready to take your tech skills to the next level in financial services?

📩 Apply now or DM us to learn more!

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