My F&M

Foster & Motley Careers

Foster & Motley is looking for talented individuals to join our team for the following position:

Business Application Analyst Client Service Specialist

About Foster & Motley

Foster & Motley is an independent, employee owned, fee-only wealth management firm providing clients with comprehensive financial planning and investment management.  We currently manage approximately $2 Billion in client assets and have over 40 dedicated employees. In 2021, for the fourth year in a row, Foster & Motley was named as a finalist for the Business Courier’s Best Places to Work.  We are proud to say that in 2020, we were a winner in the 25-49 employees category.  The culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. 

What We Offer

  • Challenging work environment where you can make a difference in the lives of our clients
  • Competitive salary commensurate with experience
  • Annual profitability/performance bonus
  • Safe Harbor 401(k) plan with discretionary profit sharing
  • Medical, Short-Term/Long-Term Disability and Group Life insurance
  • Paid holidays, vacation and paid parental leave
  • Opportunities for professional growth and continuing education
  • Opportunity for a hybrid schedule of in-office and remote work after a 90-day onboarding period

Business Applications Analyst

Position Summary

As Business Applications Analyst, you will be a member of the Technology and Operations Department. You will work directly with F&M financial advisors to learn and understand business operations and processes. A successful candidate will have exceptional communication skills and the ability to drill down into complex processes and identify opportunities to automate and integrate existing software applications. The candidate must be able to document process flows, identify business needs and coordinate with technical teams for implementation.

Essential Functions

  • Administration of Salesforce environment and associated data sources.
  • Oversee development projects, integration projects, and enhancements.
  • Provide guidance on the selection of new software.
  • Translate business needs into technical projects to create application enhancements and expand features.
  • Functions as the liaison between firm advisors, IT Director, and development consultants.
  • Create detailed project plans, estimates and timelines.
  • Evaluate change requests and new features based on business needs.
  • Effectively manage time with project planning, active projects, and day-to-day administration.
  • Works with development consultant to ensure that system enhancements follow best practices.
  • Assist in pre-deployment testing and troubleshooting post-implementation project issues.
  • Develop training plans and release notes for new application releases or changes.

Knowledge and Abilities

  • Team player focused on providing the best experience for our clients.
  • Ability to communicate and interact with people at all levels in the firm.
  • Patient, with the ability to listen and understand user problems, needs and issues. Have confidence to push back on requests, which are not in the best interests of the platform.
  • Promote governance and best practices.
  • Influential and motivated to help to drive user adoption.
  • Solution-focused.
  • Develop solutions to automate and streamline firm-wide business processes.
  • Analytical mindset – able to review and analyze multiple data sources, verify accuracy, and identify common relationships to provide useful information.

Technical Skills

  • User management permissions, licensing roles, security, MFA
  • Organization wide settings
  • Object List Views
  • Reports and Dashboards
  • Field and page customizations
  • Record types, formula fields, rollup fields, filters, validation rules, lookup and master detail relationships.
  • Email templates and alerts.
  • Create, integrate and manage custom objects, page layouts, etc.
  • Data management, database schema, and audits.
  • User training
  • Expertise in one or more of these areas is a plus:
    • Permission sets
    • Complex formula fields and validation rules
    • Complex Workflows, Flows and Process Builder
    • Custom Visualforce pages
    • 3rd party apps such as XLConnector, Conga Reports, Rollup Helper

Qualifications

  • One year of Salesforce Administration or two years as Salesforce SuperUser.
  • Project Management
  • Strong data analysis skills
  • College degree preferred
  • Experience with Schwab Advisor systems, Tamarac Advisor View, eMoney, SSO platforms, API integrations is a plus.

To Apply

If interested, please email your resume  and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.


Client Service Specialist

Position Summary

Foster & Motley, Inc. is seeking a Client Service Specialist (CSS) to join our team. This is a full-time position located in Cincinnati, Ohio.  This position assists with client related investment management activities, including interacting directly with clients (primarily by email & phone) to respond to their questions and administrative needs, while exercising a high degree of confidentiality and initiative.

Essential Functions

  • Provide support to one or more advisors
  • Establish, prepare, and maintain a variety of files, and documents including detailed investment paperwork
  • Maintain control of matters in progress and follow up to ensure actions are completed
  • Compile regular and special reports selecting data from various sources
  • Open, maintain and service client accounts
  • Draft correspondence
  • Schedule and prepare for client meetings and conferences
  • Coordinate office functions with other departments
  • Perform other such duties as may be assigned


Knowledge, Skills and 
Abilities

  • Work with tight/firm deadlines
  • General knowledge of office protocol and procedures
  • Organized and detail oriented
  • Excellent communication skills – oral and written
  • Ability to work independently and within a team environment
  • Proactive customer service mentality
  • Dependable, and personable
  • Resolve situations using sound judgment
  • Demonstrate ethical conduct and confidentiality
  • Ability to utilize computer programs effectively

Qualifications

  • College degree is preferred
  • Thorough knowledge of Microsoft applications; Word, Excel, Outlook is essential
  • Minimum of 5 years client service experience - within the financial services industry is preferred
  • Experience with Customer Relationship Management (CRM) systems and Document Management Systems (DMS) is a plus


To Apply

If interested, please email your resume  and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.