Job Listings

As a New Accounts Associate, you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to account opening. As a member of the Advisor Services Team, the New Accounts Associate will work with other team members to open and maintain accounts with our custodian partners as well as on our portfolio management systems. This is a great opportunity to build your career in the Financial Services industry while getting to work on high performing team dedicated to enhancing the service experience of financial advisors.    Buckingham provides associates the opportunity to work a hybrid model. Teams are typically in the office 2 days per week and have the ability to work from home 3 days per week.   Duties and Responsibilities - Following up with requests in order to meet our service levels - Data and account entry on portfolio management systems - Intake of simple to complex requests into workflow systems - Review and process incoming requests within standard service level timeframes - Provide support for the New Accounts team and the larger Advisor Services department through special projects - Maintaining highly organized and attentive to detail with the ability to deliver excellent results - Various projects surrounding operational processes, projects and other operations or service-related items. - Other duties will be assigned as needed  Required Qualifications - 1+ years of financial services or customer service experience - College degree completed or in progress preferred - Must have experience working as part of a team either professionally or academically - Experience working within workflow systems a plus - Experience working with Charles Schwab, Fidelity, TD Ameritrade, or Pershing Advisor Solutions a plus - Experience working with Orion or Envestnet a plus Knowledge, Skills, and Abilities - Desire to take ownership and provide the best service in the industry - Energetic self-starter with an extremely positive, “can-do” attitude - Excellent verbal and written communication skills - Must work well in a fast-paced environment, supporting others and filling in as necessary - Strong organization skills with exceptional attention to detail - You demonstrate professionalism and accountability in the quality of your work - Ability to learn new software tools - Working knowledge of Microsoft Office (Word, Excel, and PowerPoint), Adobe, or file sharing platforms   Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

The Trading Strategist works under the Director of Portfolio Management. The role has three primary responsibilities: - Review trade orders and transmit them to the custodians efficiently and accurately. - Monitor trading volumes relative to holdings for best pricing execution. - Support Advisors and Trading Strategists in complex trading scenarios Buckingham provides associates the opportunity to work a hybrid model. This position requires some in-office work and cannot be 100% remote.   Essential Duties and Responsibilities - Transmit trades to the custodians and send daily trade summaries. - Monitor trading volumes relative to holdings for best pricing execution. - Support the review, processing, and documentation of trade errors. - Assist Portfolio Managers with basic trades. - Assist Advisors with timely trade execution and interclass exchanges. - Produce internal team communications related to interval funds and trading holiday schedules.   Basic Qualifications - Bachelor’s Degree in business or related field - Series 65 attained within 100 days of hire - 1+ year Financial Services experience - Proficient in Microsoft Office Applications Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

The Advisory Team Manager (ATM) role is an integral part of the advisory leadership team focused on execution of key day to day business strategies through managerial oversight and being a model practitioner and leader of Buckingham’s defined client experience. The ATM works closely with their leader, the Buckingham Strategic Wealth President, and partners with other department managers and the Advisory Team Directors to ensure teams are meeting their goals outlined business plans  and have the resources and skillsets to succeed.    This individual will drive planning and end service standardization levels through the management and development of Associate Wealth Advisors (AWA), who have responsibility for maintaining strong relationships with their team’s clients and working closely with the lead Wealth Advisor and client service team. This leader will manage a team of 20+ advisors and ensure each are excelling at daily AWA responsibilities and meeting the goals and metrics tied to their team’s unique goals and business plan. To effectively coach others, the role requires an in-depthunderstanding of the firm’s unrivaled client experience and the many tools and technology solutions needed to execute our evidence-based client experience.    As a coach and mentor, this individual should be a natural team builder who ignites progress and momentum forward and promotes current and future career progression for everyone in their span of care. This individual will also be responsible for helping hire, train, and develop new AWAs throughout the year.     The role serves as a communication and knowledge liaison to share strategic initiatives and day to day happenings within the firm andhelp with change management.     This role supports teams in the Mountain & Pacific Time Zones.    Essential Duties and Responsibilities    - Regional responsibility for disbursement of individual goals to Associate Wealth Advisors  - Day-to-day accountability coach to the members of their teams for progress towards goals and delivery of client experience  - Conduct periodic touch bases with the members of their teams  - Partner with other departments and Advisory Team Director to ensure continuous enhancement of advisors’ skills  - Accountable as a conduit to Client Experience Leadership for results and utilization   - Pursue ongoing efficiencies through teams’ usage of proper tools, resources and processes  - Create a culture of accountability through allegiance to firm’s mission and values  - Advocate for advisors and the implementation of the overall advisor experience  - Works collaboratively with the ATD for input into HR decisions for new and existing team members and takes the lead in interviewing/identifying candidates for hiring needs  - Coach and mentor associates with timely and thoughtful feedback and guidance    Additional Responsibilities    - Periodic touch bases with Advisory Team Director (ATD) to report on quarterly/YTD progress and results of each advisory team’s business plan  - Participate in committees and/or projects as requested by Advisory Team Director  - Take active role on operational projects ensuring that advisors are being represented and feedback on the overall process is being accounted for  - Up to 25% travel required    Education and Work Experience    - Bachelor’s degree and advanced degree preferred  - Advanced credentials such as CFP, CFP or CPA is recommended but not required  - 5+ years of work experience in a relevant position    Specialized Skills & Qualifications    - Natural born leader with strong emotional Intelligence to work well with a variety of personalities  - Enthusiastic, quick and ongoing learner  - Efficient with multi-tasking, prioritization, attention to detail, and organization  - Effective listening skills   - Exceptional interpersonal skills and a team player with a desire to help others  - Creative and strong problem-solving skills  - Comfortable operating independently while effectively collaborating with business partners to achieve goals   - Proficient in Microsoft Office, especially Outlook and Excel    Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus as well as a competitive benefits package. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.   Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.   Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List     

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.   Buckingham provides associates the opportunity to work a hybrid model. This position requires some in-office work and cannot be 100% remote.   Essential Duties and Responsibilities - Develops a mastery of Buckingham’s evidence-based investment philosophy - Resource for other AWAs at Buckingham - Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan  - Creates a personalized Investment Policy Statement and holistic investment strategy for each client - Ability to independently lead client communications and interactions - Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc. - Determine asset allocation based on clients’ needs, willingness & ability to take risk - Diligent recording of client communication and information within client relationship management platform - Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service - Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner - Engages in business planning efforts and actively supports the firm’s strategic priorities Basic Qualifications - Bachelor’s Degree - 2+ years of direct client-facing experience (financial services experience a plus) or relevant financial planning degree - Strong interpersonal communication skills; team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Clean U4 - CFP, CFA or CPA/ PFS preferred - Series 65 within 100 days of employment Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

As a member of our Office & Administrative Support team, the OASA functions as an “officer of first impressions”, playing a critical role in delivering an unparalleled client experience and advancing the mission of our business: to design, build, and protect financial lives.     Working in tandem with our Client Service, Facilities, Supplies, & Client Experience teams, the OASA will be instrumental in creating a welcoming atmosphere for clients and associates alike, greeting them with a warm smile, a spirit of care, and helping with a variety of administrative and office support functions.     This position is part time Tuesday, Wednesday, Thursday from 8:30 am-5:00 pm and is located in our Colorado Springs Office. This is an hourly position with a pay range of $19-$22/hr.      Essential Duties and Responsibilities     - Presence in the office – being physically present in the assigned office every business day (exceptions may include office closures, heightened COVID community status, etc.) - Managing the phone system - answering inbound calls and voicemails - Managing mailing and shipping for all office locations - distributing daily mail, shipping packages, scanning/printing, and coordinating with mail and shipping vendors - Maintaining the appearance and functionality of shared spaces – submitting requests to the Facilities/Real Estate team when conference rooms, break rooms, patios, and other public spaces require maintenance; ensuring that every space is safe, clean, and inviting - Providing concierge services – ordering meals, making reservations, calling for taxi/car service, etc. - Utilizing Freshservice and Salesforce systems for task management – providing administrative support to all BWP locations, including assisting with one time and/or recurring special projects; ensuring our associates understand how to use Freshservice and Salesforce to submit requests and monitor progress; maintaining service level standards    Experience, Knowledge, Skills - At least 2 years’ experience on a Client Service, Hospitality, or Reception/Office Support team - Competency with Microsoft applications, primarily Word, Excel, and Outlook - Hands on experience with office equipment (i.e. printers, scanners, and phone systems)     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

The Advisor Communications & Materials Manageris responsible for wealth advisor communications programs delivered through email, portals, and related distribution channels supporting both the Buckingham Strategic Wealth and Strategic Partners business units.     This role is highly collaborative and will be an integral part of the Client Experience & Communications team. In addition to managing communications, this individual will also contribute to technology platformprojects, training tools, advisor events, and supporting infrastructure (Salesforce Experience Cloud, and Microsoft SharePoint).    As a key liaison betweenadvisor-focused departments they will also partner with the Creative Services and Marketing teams to optimize content and communications strategies based on usage metricsand advisor feedback.   Essential Duties and Responsibilities   - Manage the weekly email summary bulletins (AWN and Beat)   - Maintain respective “News” sites for the BSW and BSP lines of business (The Beat and Advisor Portal), working with respective stakeholders to ensure a useful, curated stream of updates  - Create and implement a review process and audit for materials, capture the timelines for reoccurring updates and remove dated or unused materials using existing content management repositories for advisorssuch as Microsoft SharePoint and Salesforce Experiencecloud  - Develop a communications calendar, cadence, and distribution plan for advisor audiences  - Establish appropriate communication (i.e., weekly/monthly check-ins) with necessary stakeholders/teams to improve the efficacy of current materials and to discuss needs or plans for future material development and/or discuss any questions pertaining to existing platforms  - Support the team in using Salesforce Marketing Cloud to help execute, manage, and track email campaigns   Basic Qualifications   - Education: Bachelor’s degree in Communications, Project Management or Related Field  - Experience: 3-5 years within investment or wealth management industries OR 2+ years experience with Buckingham  - Proven track record of developing and implementing successful advisor communications programs with excellent written and verbal communication skills, with the ability to write for a variety of audiences and channels  - Independent, self-starter individual with strong technology skills, exceptional written and verbal communication talents, and track record in working collaboratively across business units  - Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines. Familiarity with project management tools such as Asana is a plus  - Ability to work diligently, efficiently and independently with flexibility, jumping in wherever needed within an environment of shifting priorities   - Familiarity with regulatory requirements related to communications in the financial services industry  - Proficient in Microsoft Office, SharePoint, Adobe Acrobat,and Salesforce     Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

The Portfolio Trading Strategist works on the Portfolio Onboarding and Trading Team. The Portfolio Trading Strategist’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams.  They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Trading Strategist will conduct all daily, weekly, and monthly portfolio reviews.   Buckingham provides associates the opportunity to work a hybrid model. Teams are typically in the office 2 days per week and have the ability to work from home 3 days per week.   Essential Duties and Responsibilities - Deep understanding of our investment philosophy and the investments we use. - Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes. - Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken. - Cash Flow Planning and Cash Management: - Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions. - Confirm accuracy of a client’s cash needs with advisory team on a periodic basis. - Propose and execute plans for RMDs and any account cash flows. - Perform review of cash to be invested or generated.                  - Appropriately manage cash flow of accounts to provide for timely collection of fees. Provide and execute recommended action plans to collect on any outstanding uncollected fees. - Identify opportunities to harvest losses as well as opportunities to switch to a more tax-efficient (or more preferred) investment vehicle. - Develops recommendations for client accounts for which we do not maintain discretion. - Provide superior, friendly and knowledgeable service by telephone and e-mail with financial advisors - Effectively prioritize work to meet trade deadlines and service level agreements - Other duties will be assigned as needed   Required Skills and Experience   Education and/or Work Experience - 2 years of experience in financial services required - Series 65 attained within 100 days of hire - Experience working with RIAs and Independent Financial Advisors a plus - Bachelor’s degree - Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus Specialized Skills - Strong proficiency in Microsoft Applications - Orion Software or Custodian website experience preferred - Strong communication skills - Desire to take ownership and provide the best customer service in the industry - Energetic self-starter with an extremely positive, can-do attitude - Strong organization skills with exceptional attention to detail - Must work well in a team environment, supporting others and filling in as necessary - Must be able to prioritize and switch tasks as needed Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.   Buckingham provides associates the opportunity to work a hybrid model. This position requires some in-office work and cannot be 100% remote.   Essential Duties and Responsibilities - Develops a mastery of Buckingham’s evidence-based investment philosophy - Resource for other AWAs at Buckingham - Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan  - Creates a personalized Investment Policy Statement and holistic investment strategy for each client - Ability to independently lead client communications and interactions - Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc. - Determine asset allocation based on clients’ needs, willingness & ability to take risk - Diligent recording of client communication and information within client relationship management platform - Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service - Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner - Engages in business planning efforts and actively supports the firm’s strategic priorities Basic Qualifications - Bachelor’s Degree - 2+ years of direct client-facing experience (financial services experience a plus) or relevant financial planning degree - Strong interpersonal communication skills; team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Clean U4 - CFP, CFA or CPA/ PFS preferred - Series 65 within 100 days of employment Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

The Architect, Solution Delivery defines and executes operational business processes and projects for the organization. The position will have wide exposure to the entire organization and insight into how the operational side of Buckingham works. The Architect, Solution Delivery will have a passion for technology, data, and process improvement. The role requires a solution-oriented mentality, a keen attention to detail, and must exhibit a high sense of ownership on assigned tasks/projects. The position is expected to consult with stakeholders, product teams, and platform engineers on the proper implementation of solutions to complex business problems.   Essential Duties and Responsibilities - Work autonomously and collaboratively within a fast-paced environment, balancing priorities to best meet the demands of multiple projects and business needs - Serve as SME for business processes and applications - Identify opportunities to advance the business through objective evaluation of user processes, system architecture, and available data - Execute analysis of business risks to identify underlying causes, magnitude and potential impact - Lead solution design for business initiatives and projects, taking into consideration user impact, cost, system capability, and product roadmaps - Produce reports and present findings that inform recommended solutions to business leaders and project stakeholders - Oversee requirements gathering and design planning for holistic business solutions through collaboration with business leaders and project teams - Develop and execute standards for requirements documentation and product design for reference by project teams and technical teams - Help establish project scope and timeline - Identify and eliminate obstacles to implementation - Support product development with functional testing and regression testing - Produce project deliverables such as meeting notes, business requirements documents, workflow and process diagrams, product demos, and training guides - Communicate changes to process and procedure in an effective and timely manner to affected parties and stakeholders Basic Qualifications - 5+ years experience in IT role with emphasis in business analysis and/or solution design - Experience with Salesforce development, preferred - Bachelor's Degree Knowledge, Skills, Abilities - Strong analytical and problem-solving skills - Data analysis and interpretation - Exceptional communication and presentation skills - Strong interpersonal skills and the ability to work well with others Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

The Buckingham Strategic Wealth Client Relationship Specialist (CRS) enhances the client experience by providing exceptional client service and supports each advisor with the operational needs of his or her clients. The CRS develops and maintains good working relationships with clients and advisors. This is accomplished through ongoing communication, excellent client service and outstanding operational support. The CRS is the first person to greet clients as they visit our office, and the main client contact in scheduling remote meetings and phone calls.      Essential Duties and Responsibilities - Meets and, when possible, exceeds the Service Standards for the department - Through their work, actions and words, demonstrates and models the firm’s core values - Successfully completes at high level and on time their Associate Goals and actively plays a role in execution of Team Plans for the department - Provides quick and accurate answers to operational questions from advisors and clients - Provides comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM - Monitors pending new accounts and transfers - Handles all communication between custodians and advisors or clients, including researching custodial issues - Analyze processes and procedures to identify improvements or efficiencies that can be created - Becomes a student of the business, through job shadowing, educational opportunities, etc. - Provides on-demand and scheduled reports to advisors and clients, as requested - Participates in and contributes to weekly Client Service meeting and other committee meetings, as assigned - Review quarterly reports for accuracy and collates the letters - Tracks and completes any special projects throughout the year, including advisor notifications and year-end RMDs Required Skills and Experience    Education and/or Work Experience - Bachelor’s Degree and 2+ years work experience in the financial services industry OR 4+ years work experience in the financial services industry - Working knowledge of Windows Operating systems & Microsoft Office - Experience with tools used on daily basis – CRM (Salesforce) and Custodians Other Qualifications - Ability to be a self-starter and self-manage - Strong communication, listening, and relationship management skills - Strong organizational skills and follow-through for maximum client satisfaction - Highly service oriented - Team player and collaborative - Well-developed interpersonal and communication skills - Strong attention to detail and accuracy - Ability to multi-task and quickly switch priorities when necessary - Must be organized and efficient in a demanding work environment - Ability to remain calm under stress Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List  

We are looking for a Staff Accountant to join our growing team. The Staff Accountant is responsible for preparing and reviewing bookkeeping transactions, providing financial information to management, tracking and preparing taxes and ad hoc requests. A certain degree of creativity and latitude is required for this position.   Buckingham provides associates the opportunity to work a hybrid model. Teams are typically in the office 2 days per week and have the ability to work from home 3 days per week. This position requires some in-office work and cannot be 100% remote.   Essential Duties and Responsibilities - Perform monthly close duties as assigned ranging from posting journal entries, preparing bank reconciliations, billing reconciliation, credit card reconciliation and lead sheets as well as financial statements for all entities - Manage fixed assets and deprecation - Process payments via ACH or wires - Prepare inter-company transactions - Prepare property tax filing - Preparation and submission of 1099s - Assist with annual budget process and quarterly forecast process - Assist with audits of company information or other projects by retrieving supporting documentation from the accounting records - Full knowledge of the revenue cycle - Prepare daily AUM reports - Assist with development of monthly reports/presentations for management to better measure business performance including AUM, financial data and profitability for each service channels - Track and report profitability for key advisors - Be involved in numerous ad hoc reporting functions and projects - Provide support to team members as needed - Provide support to other departments as needed   Required Skills and Experience   Education and/or Work Experience - 1-2 years accounting work experience is required - Bachelor’s Degree in Accounting or similar field Specialized Skills - Advanced Microsoft Excel knowledge - Experience with Microsoft Great Plains - Sarbanes Oxley Other Qualifications - Team player and collaborative; uses the resources of the firm - Well-developed interpersonal and communication skills - High personal standards - Strong attention to detail and accuracy - Organized with strong time management skills and the ability to multi-task and manage deadlines - Quick learner Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.   Buckingham provides associates the opportunity to work a hybrid model. Teams are typically in the office 2 days per week and have the ability to work from home 3 days per week. This position requires some in-office work and cannot be 100% remote.   Essential Duties and Responsibilities - Develops a mastery of Buckingham’s evidence-based investment philosophy - Identify advanced planning opportunities and develop internal best practices - Resource for other AWAs at Buckingham - Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan - Ability to business develop independently and in a team environment - Manage individual and team prospect pipeline, including the onboarding of new clients   - Creates and implements a personalized Investment Policy Statement and holistic investment strategy for each client - Independently interact and communicate with clients as well as lead client meetings - Serves as primary advisor for a select number of clients - Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc. - Determine asset allocation based on clients’ needs, willingness & ability to take risk - Diligent recording of client communication and information within client relationship management platform - Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service - Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner   Basic Qualifications - Bachelor’s Degree - 6+ years of direct client-facing experience - CFP, CFA or CPA/PFS designation obtained - Business development skillset - Strong interpersonal communication skills; team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Clean U4 Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

The Product Manager - InvestCloud is directly responsible for the success of Buckingham’s deployment and usage of the InvestCloud platform. He / she is responsible for setting product vision and roadmaps and driving execution to guide the InvestCloud product through execution lifecycles.  He / she has a deep understanding of the value InvestCloud brings to Buckingham advisors and can speak to how InvestCloud works, how it is adopted, upcoming changes, and how InvestCloud helps Buckingham differentiate / be an industry leader.   The Product Manager - InvestCloud is data-driven as well as customer-driven and can balance relationships with Business Owners, vendors, internal engineering & development, Advisor Product Support, and other business stakeholders (ex. sales, client service, legal, etc.)     Essential Duties and Responsibilities - Contributes to the strategy and vision of InvestCloud - Owns the InvestCloud product roadmap for Buckingham and ensures the right set of priorities and trade-offs have been made - Understands the changing competitor and advisor & client landscape - Monitors advisor & client feedback to inform product direction and evolution - Serves as primary contact point between the InvestCloud teams and teams within Buckingham - Collaborates with advisor / client-facing teams to gather feedback (BSP and BSW) to shape product specifications and identify opportunities for product innovation and enhancements - Oversee product changes and usage - Lead collection of requirements for enhancements to the product to relay to vendor - Executes projects and initiatives related to the enhancement of InvestCloud for Buckingham - Drives change management for any enhancement or change made to InvestCloud, including writing change impact assessments, business readiness assessments, communications, training, and stakeholder management. - Leads training and information sharing initiatives related to InvestCloud and its features - Works closely with Business Owners and other internal stakeholders to ensure integration of products are working properly - Maintains and tracks a set of metrics and key performance indicators (KPIs) to measure the value and success of Buckingham’s deployment & usage of InvestCloud. Basic Qualifications - Bachelor’s Degree - 5+ years of product management experience - Business analysis skills - Project management skills - Proven ability to deliver on commitments - Ability to define solution options and evaluate technical feasibility - Strong collaboration skills with a demonstrated ability of working well within a team - Ability to influence outcomes across teams Buckingham’s Compensation and Benefits   This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.     Who is Buckingham Wealth Partners?   Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity. Buckingham employs more than 600 associates in over 50 office locations nationwide.   Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.     Buckingham’s Awards & Accolades - Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016 - Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017 - Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017 - Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019 - Top Registered Investment Advisers, Financial Times, 2020, 2019 - Top 100 Wealth Managers, Forbes, 2015 - Top Grower in Missouri in 2022, Citywire RIA - No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List