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Strittmatter Jobs (NOW HIRING)

SWMG

Wealth Technology Specialist

Fort Worth, TX · On-site

$75K - $100K/yr

About Strittmatter Wealth Management Group Strittmatter Wealth Management Group is a rapidly growing wealth management firm committed to delivering exceptional client service through operational ...

SWMG

Corporate Events Planning Lead

Fort Worth, TX · On-site

$65K - $75K/yr

Strittmatter Wealth Management Group, LLC is a boutique financial planning and investment firm located in Fort Worth, Texas. Since 2007, we have specialized in retirement planning, investment ...

SWMG

Corporate Events Planning Lead

Fort Worth, TX · On-site

$65K - $75K/yr

Strittmatter Wealth Management Group, LLC is a boutique financial planning and investment firm located in Fort Worth, Texas. Since 2007, we have specialized in retirement planning, investment ...

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How much do strittmatter jobs pay per year?

As of Jun 29, 2026, the average yearly pay for strittmatter in the United States is $85,530.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $104,000.00 per year, depending on experience, location, and employer.

What is the difference between Strittmatter vs Carpenter?

AspectStrittmatterCarpenter
Required CredentialsTypically no formal certification, on-the-job trainingOften requires a high school diploma and apprenticeship or certification
Work EnvironmentIndustrial or manufacturing settings, working with machineryConstruction sites, residential and commercial buildings
Industry UsageUsed in manufacturing and industrial sectorsPrimarily in construction and renovation projects

While both roles involve manual skills, Strittmatter generally refers to a specialized position in manufacturing, whereas a Carpenter works mainly in construction. The main differences lie in work environment and required credentials, with Carpenters often needing formal training and certifications. Understanding these distinctions helps job seekers find the right role based on their skills and career goals.

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Strittmatter jobs near you
Infographic showing various Strittmatter job openings in the United States as of June 2026, with employment types broken down into 81% Full Time, 6% Part Time, and 13% Contract. Highlights an 100% Physical job distribution, with an average salary of $85,530 per year, or $41.1 per hour.

Wealth Technology Specialist

SWMG

Fort Worth, TX • On-site

$75K - $100K/yr

Full-time, Part-time

Posted 9 days ago

Key responsibilities

  • Administer and maintain the firm's technology platforms, including managing user access, workflows, templates, data imports/exports, troubleshooting, and vendor support.

  • Enhance advisor workflows and client onboarding processes by documenting procedures, identifying inefficiencies, and recommending process improvements.

  • Monitor data quality through audits, record maintenance, data migration support, and reporting and dashboard development.

Job description

Job Summary

The Wealth Technology Specialist serves as the operational backbone of our technology ecosystem. This individual will support advisors and staff, administer key systems, improve workflows, maintain data integrity, assist with automation initiatives, and help implement new technology solutions.

This role is ideal for someone who enjoys solving problems, optimizing processes, and learning emerging technologies within the wealth management industry.

The successful candidate will work closely with leadership and play a key role in the firm's long-term technology strategy.

About Strittmatter Wealth Management Group

Strittmatter Wealth Management Group is a rapidly growing wealth management firm committed to delivering exceptional client service through operational excellence, innovation, and technology. As we continue to expand our advisor team, client base, and assets under management, we are investing heavily in technology, automation, artificial intelligence, and process improvement.

We are seeking a Wealth Technology Specialist who is passionate about systems, workflows, data, and helping financial professionals become more efficient and effective.

Job Responsibilities

  • Administer and maintain the firm's technology platforms, including CRM, portfolio management, financial planning, and Microsoft 365 systems, while managing user access, workflows, templates, data imports/exports, troubleshooting, and vendor support.
  • Enhance advisor workflows, client onboarding processes, and automation initiatives while documenting procedures, identifying inefficiencies, and recommending process improvements.
  • Monitor data quality through audits, record maintenance, data migration support, and reporting and dashboard development.
  • Serve as a technology resource for advisors and staff by providing training, onboarding support, develop reference-guides and support the transition to, and implementation of, new technologies
  • Support leadership with technology implementations, AI initiatives, workflow automation projects, integration testing, reporting enhancements, and operational improvement efforts.

Job Requirements

  • Bachelor's degree or equivalent experience
  • 2+ years of experience in operations, technology support, CRM administration, business systems, financial services operations, or related fields
  • Experience in a wealth management firm or RIA preferred
  • Familiarity and proficiency in the following software and tools preferred: Redtail CRM, Orion Advisor Technology, NetX360, Adhesion, PreciseFP, Holistiplan, Income Solver, Zocks, and Microsoft 365 applications
  • Strong Microsoft Excel skills
  • Excellent organizational skills and attention to detail
  • Strong written and verbal communication skills
  • Ability to manage multiple projects simultaneously
  • Must be willing to work in either a full-time or part-time capacity, as required

Why Join Strittmatter Wealth Management Group

  • Competitive salary plus performance-based bonus opportunities
  • Professional, collaborative, and team-oriented culture

This position offers a clear path toward advancement into senior technology, operations, and business process leadership roles. Candidates with strong performance and a desire to grow will have opportunities to develop expertise in WealthTech strategy, AI implementation, workflow automation, business intelligence, and technology leadership.

If you enjoy technology, process improvement, financial services, and helping teams operate at a higher level, we encourage you to apply.


Job Posted by ApplicantPro