Platform Specialist III

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

As ATB Wealth’s next Platform Specialist III, you will support, administer, and maintain multiple systems including our key systems Salesforce and Dataphile. We are searching for a new team member to grow our collective expertise with strengths in technology, project oversight, relationship building, and communication.

We are seeking a highly motivated and experienced Specialist 3 to join our Platform Support team, playing a crucial role in driving key technology initiatives for Wealth Operations. This position will be instrumental in ensuring the smooth and efficient operation of our platform, supporting critical business processes, and contributing to the overall success of our ATB Wealth management services. You will be a key point of contact for resolving technical issues, implementing system enhancements, and collaborating with various stakeholders to deliver exceptional support and maintain platform stability. This role offers a unique opportunity to directly impact our business and contribute to the evolution of our technology platform.

Accountabilities

• Responsible for providing advanced technical support, troubleshooting complex issues, and proactively identifying areas for improvement within our platform.
• Work closely with Operations teams, various internal ATB Groups, and end-users to understand their needs and translate them into effective solutions. This includes participating in project implementations, testing new releases, and developing comprehensive documentation.
• Acquire new knowledge and experience to expand your abilities and share your expertise with peers and partners.
• Provide support to leaders and team members across ATB Wealth by leveraging resources and relationships you build within ATB and with external partners.

Skills, experience & requirements

• A strong understanding of financial services, excellent analytical and problem-solving skills, ability to manage initiatives, and a proven ability to thrive in a fast-paced, dynamic environment.
• A strong understanding of various Wealth operational processes
• Hands-on experience with a variety of Wealth systems (Dataphile, Salesforce, Box, etc)
• The ability to understand complex systems and processes with many interrelated dependencies and purposes
• Experience overseeing Projects at a process level. Being able to prioritize, direct resources and document changes
• Management experience would be an asset
• Exceptional ability to learn new technology with little instruction
• Strong communication and relationship building skills
• An aptitude for information management, spreadsheets and/or reporting
• 5+ years of related education, investment industry experience and/or system administration experience

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [email protected]

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.