Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Who Are We?

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

What Does DBDL Look Like for You?

Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

About the role

• Triad is seeking a Web Designer/Developer to design, develop, and maintain high-performing websites that support our financial planning clients and their audiences. This role blends creative design with technical expertise, requiring a professional who can deliver visually compelling and functionally robust digital experiences. The ideal candidate will be comfortable designing websites from concept to launch, collaborating with cross-functional teams, and maintaining ongoing website performance, security, and brand consistency. Success in this position means producing responsive, user-friendly websites that reinforce brand standards, engage users, and help clients achieve business objectives.

What you'll do

• Design, develop, and maintain websites using Figma, WordPress, and Elementor, ensuring responsive, user-friendly, and secure performance across devices
• Design wireframes, mockups, and prototypes that align with brand standards and client objectives
• Develop and maintain websites using WordPress, Elementor, and custom code (HTML, CSS, JavaScript, PHP)
• Create custom graphics and digital assets optimized for web and mobile platforms
• Translate project requirements into cohesive user experiences with a focus on usability, responsiveness, and performance
• Contribute innovative ideas and participate in brainstorming sessions for digital campaigns and initiatives
• Support team members by collaborating across roles, sharing best practices, and ensuring deadlines are met with high quality
• Confidently present and pitch digital concepts to internal teams and clients
• Act as a point of contact for clients, addressing concerns, delivering solutions, and identifying new digital opportunities.
• Ensure all digital brand identities remain consistent, cohesive, and compliant with standards in the financial advisory space
• Collaborate with design, copy, web development, brand, and communication teams to deliver on web project requirements
• Regularly conduct thorough testing and debugging of websites to identify and fix any issues related to functionality, performance or compatibility

Qualifications

• Experience with responsive web design and development
• Must have proficiency with WordPress and Elementor, or similar content management systems and page building tools
• Must have experience with Figma or similar interface design tools
• Proficiency in front-end web development programming languages such as HTML, CSS and JavaScript
• Understanding of UI/UX principles
• Proficient in Microsoft (Teams, Outlook, Word, PowerPoint, Excel, etc.)
• Excellent verbal and written communication skills that lead to accurate understanding of project requirements and timelines
• Experience supporting and managing hosting infrastructure across multiple providers, including server configuration, DNS management, migrations, backups, and ongoing maintenance to ensure reliability and performance
• Portfolio showcasing experience in designing websites

Bonus Skills:

• Experience in the financial industry, specifically the FMO space
• Working knowledge of Adobe Creative Suite (Illustrator, Photoshop, InDesign)
• Understanding of search engine optimization principles
• Knowledge of Google data suite (Google Analytics, Search Console, Tag Manager, etc.)
• Familiarity with CRMs and ESPs