My F&M

Foster & Motley Careers

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

Salesforce Administrator & Business Analyst Client Service Assistant

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

Salesforce Administrator & Business Analyst

Position Summary

As Salesforce Administrator & Business Analyst, and a member of our Technology and Operations Department, you will provide hands-on support of the firm’s Salesforce environment. You will work directly with F&M financial advisors to build system solutions that directly support the firm’s business operations.

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.

What You Will Do

  • Provide hands-on administration, support, and enhancements for F&M’s Salesforce environment.
  • Oversee development and integration projects utilizing 3rd party resources.
  • Provide guidance on the selection of new software.
  • Functions as the liaison between firm advisors, IT Director, and development consultants.
  • Translate business needs into technical projects to create application enhancements and expand features.
  • Create detailed project plans, estimates and timelines.
  • Evaluate change requests and new features based on business needs.
  • Effectively manage and prioritize your time across planning, new projects, and day-to-day administration.
  • Manage 3rd party development consultant to ensure on-time delivery of quality application features.
  • Assist in pre-deployment testing and troubleshooting post-implementation project issues.
  • Develop training plans and release notes for application releases.

Who You Are

  • 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.
  • Develop solutions to automate and streamline firm-wide business processes.
  • Analytical mindset. Can analyze multiple data sources, verify accuracy, and identify common relationships to provide useful information.

Technical Skills

Essential Salesforce Skills
  • User management - permissions, permission sets, licensing, profiles, roles, system security
  • Create and integrate custom objects, page layouts, related objects, list views, record types.
  • Utilize complex formula fields, rollup fields, validation rules, lookup relationships, and master-detail fields.
  • Implement automated solutions using Process Builder, Workflows, Flows and Email alerts.
  • Create and manage Reports and Dashboards.
  • Manage Classic to Lightning migration.
  • Integration with external data sources.
  • User training and support.
  • Expertise in one or more of these areas is a plus:
    • Custom Actions, Buttons and VisualForce pages
    • 3rd party apps such as XLConnector, Conga Composer, Rollup Helper, Spanning Backup
Essential Microsoft Skills
  • Windows and Office365
  • Advanced Excel Skills including PowerQuery or PowerBi
  • Visio
  • SharePoint

Qualifications

  • One year of Salesforce Administration or two years as Salesforce Super User.
  • Strong Project Management and 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 Assistant

Position Summary

Foster & Motley, Inc. is seeking a Client Service Assistant (CSA) to join our team. This is a full-time position located in Cincinnati, Ohio.  This position assists and supports the Client Service Specialist (CSS) Team with client related financial planning and investment management activities, including preparing documents and reports and addressing their administrative needs, while exercising a high degree of confidentiality and initiative. This role will primarily focus on internal, operational tasks with the possibility of providing client support based on need and capability. The CSA position provides opportunity for advancement to other roles within the firm.  

Essential Functions

  • Support CSS team with onboarding of new clients
  • Establish, prepare, and maintain a variety of electronic files, and documents
  • 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
  • Arrangement meetings and conferences as needed
  • Coordinate office functions with other departments
  • Perform other such duties as may be assigned


Knowledge, Skills and 
Abilities

  • Customer service mentality
  • General knowledge of office protocol and procedures
  • Organized, dependable, and personable
  • Detail oriented with an ability to multi-task
  • Excellent communication skills – oral and written
  • Ability to work independently and within a team environment
  • Ability to utilize computer programs effectively

Qualifications

  • College degree is preferred
  • Thorough knowledge of Microsoft applications; Word, Excel, Outlook is essential
  • Administrative experience - within the financial services industry is a plus
  • 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.