Careers
At Symplany, we believe that plans and portfolios belong together.
Software Support Specialist
Hybrid • Minneapolis, MN • Full-time
What we’re building
The mission of Symplany℠ is to transform how people think about financial planning and investing. No one else does what we do: create an investment portfolio that directly supports a client’s financial plan. With our software and methodology, not only do we trade intelligently and automatically, but clients come to understand their money in a way they never could before, bringing them peace of mind. Advisors are able to focus on the decisions and conversations that matter.
Who we are
We're a small team working together in Minneapolis and beyond. We’re a fun-loving crew who works hard, values learning, and geeks out about things far outside our usual finance and engineering work focus.
We care deeply about our values: they’re an integral part of how we make big decisions and conduct ourselves daily. We can tell you more about these when we meet:
Integrity
Rational Optimism
Humble Confidence
1 + 1 = 3
Inputs over Outcomes
Pursuit of Excellence
The opportunity
Join us as employee #13 at a fast-growing startup. We're completely bootstrapped, with a profitable and proven business model. We aren't beholden to investors and have full autonomy over our business decisions, and can offer you competitive compensation and equity. Our company is small and you will be a key part in shaping our way forward!
What does your day-to-day work look like here? As the front line of the company, you not only understand how the software works, you guide our customers through any issues they encounter. You are the advisor to our advisors.
Key responsibilities include:
Initial training and onboarding for new advisors
Answer questions as they arise
Create and lead engaging training sessions for established advisors.
Provide the rest of our team with feedback to improve the overall advisor experience
Desired skills and requirements
Self starter: You identify what needs to be done and you jump in and do it.
Goal-oriented: You create effective goals, you're energized by them, and you accomplish them.
Ability to learn and teach:
Customer-centric mindset: Embrace empathy, patience, and dedication while delivering exceptional customer service.
Creative communication skills: Ability to explain technical concepts to non-technical users in an engaging manner, both verbally and in written form.
You have 3+ years of professional experience. Got a lot more? Even better!
Desire to learn: Whether it's the tax code, modern portfolio theory, or how AI can improve productivity, you’ll continue to advance your career with Symplany.
Compensation & benefits
Salary range: $65k–80k
401(k)
401(k) matching
Flexible schedule
Life insurance
Paid time off
Parental leave
We’re looking forward to chatting with you.