NextPath Workforce Solutions is currently seeking a Transitions Technology Specialist to join our client’s team in St. Petersburg, FL. This is an Onsite, Direct Hire position.
SALARY: $90,000–$110,000 (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
REQUIREMENTS:
• 5-7+ years of experience in Financial Services or Wealth Management
• Experience with tools like Salesforce, Black Diamond, Addepar, eMoney, or MoneyGuide
• Polished and professional communication skills
• Ability to manage multiple projects and stakeholders concurrently
• Proficiency with Microsoft 365 (Excel, Power Automate, Power Apps, SharePoint)
RESPONSIBILITIES:
• Own the technology onboarding process for new Network Partners, from pre-launch to post-launch
• Configure, test, and document systems, workflows, and best practices
• Serve as the primary technical contact throughout transition lifecycle
• Collaborate with internal teams to validate system readiness and streamline workflows
• Advise and assist partners with platform adoption and transition processes
• Host training sessions and implementation calls
• Travel onsite to set up systems, train staff, troubleshoot, and support transition events
• Maintain documentation, including workflow guides and training materials
• Communicate effectively with partners and internal teams during transitions
• Provide real-time onsite support during go-live events, including troubleshooting and follow-up
NEXTPATH WORKFORCE SOLUTIONS:
NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.
If this position isn’t an exact fit, we have many other opportunities that may suit your background—reach out to us by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
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