ABOUT FIRST RATE

At First Rate, we help financial institutions transform complexity into confidence through innovative WealthTech solutions, services, and data insights. Founded in 1991 and headquartered in Arlington, Texas, First Rate serves clients around the world while remaining privately held, entrepreneurially driven, and focused on building long-term relationships.

Our culture is guided by four core values: Love, Give, Serve, and Enjoy. These values shape how we support one another, serve our clients, and invest in our communities. We believe meaningful work and meaningful lives go hand in hand, creating an environment where co-workers can grow professionally, make an impact, and enjoy the journey.

To retain profitable and referenceable clients through the delivery of cohesive team-based customer service experience and audited performance reporting data to Service Bureau clients that is defined by quality, accuracy and timeliness.

ABOUT THE ROLE

As a Product Specialist, you'll play a key role in supporting and improving First Rate's wealth management technology solutions. Working across both our front-office and back-office product offerings, you'll partner with product managers, stakeholders, and clients to help drive product enhancements, support strategic initiatives, and deliver exceptional experiences.

This role combines product knowledge, business analysis, client interaction, and problem-solving. You'll have the opportunity to contribute to product discovery, demonstrations, requirements gathering, testing, releases, and continuous improvement efforts while working alongside teams across the organization. If you enjoy connecting business needs with practical solutions and thrive in a collaborative environment, we'd love to hear from you

TACTICAL WORK:

• Maintain strong knowledge of legacy and current Quanta and Aura versions, including workflows, business rules, client use cases, and comprehensive understanding of how backend components connect to the front user interface.
• Leverage approved AI tools to improve efficiency and support day-to-day product activities.
• Apply critical thinking to clarify needs, challenge assumptions, assess impacts and risks, and recommend practical enhancement solutions.
• Proactively identify gaps, risks, dependencies, and opportunities; communicate them early and seek help when additional expertise, direction, or capacity is needed.
• Support product discovery and business analysis through stakeholder feedback, requirements clarification, process flows, gap analysis, and actionable recommendations.
• Assist with RFPs and demonstrations by coordinating accurate product information, scenarios, environments, materials, presentations, and follow-up responses.
• Assist with QA activities as needed, including requirement review, test scenarios, validation, defect documentation, and release readiness.
• Support OFA activities, releases, client communications, training, documentation review, and cross-team follow-up.
• Maintain the Products SharePoint Hub and shared product resources so information remains current, organized, and easy to find.
• Communicate clearly and confidently with internal and external clients, stakeholders, and cross-functional teams.
• Manage priorities, document decisions and action items, meet commitments, and escalate concerns before they affect delivery.
• Support onboarding, knowledge transfer, and other Products priorities as assigned.

BENEFITS & PERKS*

We believe in investing in our co-workers by providing benefits that support health, financial well-being, personal growth, and life outside of work.

Highlights include:

• Medical, dental, and vision coverage available from your date of hire
• Company-funded Health Savings Account (HSA) contributions
• Industry-leading 401(k) match
• Profit sharing opportunities
• Paid parental leave
• Choice Paid Time Off (PTO)
• Company-paid life and disability insurance
• Unique employee perks including charitable giving, retreats, and long-service sabbaticals

*Benefits and eligibility are subject to applicable plan documents and company policies

Qualifications:

• At least 3 years of experience with First Rate Professional and Core applications, or experience comparable to a BPO Analyst 2 role.
• Strong knowledge of financial services, investment operations, performance reporting, and related workflows.
• Strong critical-thinking and problem-solving skills, including the ability to clarify needs, evaluate options, identify risks, and recommend practical solutions.
• Proactive and self-directed, with sound judgment to recognize when help, escalation, or additional expertise is needed.
• Strong verbal, written, facilitation, and presentation skills for technical and non-technical audiences.
• Experience gathering stakeholder feedback and producing requirements, process flows, test scenarios, or similar product deliverables.
• Ability to manage multiple priorities, collaborate across teams, document work clearly, and meet deadlines.
• Proficiency with Microsoft 365 tools, including SharePoint, PowerPoint, Word, Excel, and Teams.
• Must be able to work on-site.

Preferred Qualifications:

• Experience supporting both front-office and back-office First Rate products.
• Experience supporting clients and delivering client-facing demos and presentations.
• Experience using AI tools to streamline daily workflows and improve efficiency.