Advisory Product & Platform Specialist

Independent Financial Group is seeking an Advisory Product & Platform Specialist to manage the firm's advisory product and platform ecosystem, including AccessPoint/Envestnet, TAMPs, and custodial relationships. The role involves overseeing daily operational and administrative functions, ensuring accuracy and efficiency across the advisory platform, and supporting advisor onboarding and transitions. This position requires close collaboration with internal departments to resolve issues, maintain platform controls, and drive process improvements.