Business Systems Manager

Willis Johnson Wealth • Houston, TX

6d

About The Position

Willis Johnson Wealth is seeking a hands-on Business Systems Manager to lead technology initiatives and process improvements while running and supporting the firm’s systems day to day. The role partners with the Managing Director of Operations, who sets systems architecture and the technology roadmap; the Business Systems Manager leads initiatives that deliver that roadmap. The position has no direct reports and manages the firm’s IT support partner and software vendors, while also providing hands-on troubleshooting. Work is expected to be about 30% technology initiatives and process improvements and 70% day-to-day systems operations initially, moving toward a 50/50 split after the first year.

The role owns administration of core platforms, user support, integrations and automation, data quality and reporting, vendor and managed IT partner coordination, and support for compliance activities. Success includes delivering initiatives with measured results, resolving critical issues promptly, maintaining reliable integrations and clean system data, documenting critical systems, and reducing manual work. The posting’s qualification text regarding project leadership is cut off after “across more than,” so no additional detail is available.

Requirements

• At least 5 years in systems administration, business systems or IT operations, including experience owning systems with little supervision.
• Experience leading technology projects or process improvements from start to finish; the remainder of this qualification is cut off in the source.
• Hands-on integration experience with APIs, integration platforms and scripting in Python or PowerShell.
• Strong SaaS and Microsoft 365 administration experience, including identity, access control and multi-factor authentication.
• Experience in a regulated industry such as wealth management, broker-dealer, banking, insurance or healthcare.
• Experience building reports in Power BI or a similar tool.
• A track record of managing vendors and holding them to their commitments.
• Ability to explain technical problems in plain language to non-technical colleagues.
• Comfort making decisions, setting priorities and saying no when needed.

Nice To Haves

• Wealth management experience is strongly preferred.
• Experience with wealth management platforms, including CRM, portfolio accounting and custodian platforms.
• Platform certifications, such as Salesforce or Microsoft certifications.

Responsibilities

• Lead technology initiatives from planning through measured results in partnership with the Managing Director of Operations on scope and priorities.
• Map workflows across Client, Investment and Tax Operations to identify manual steps and duplicate data entry.
• Propose and lead process improvements with the managers responsible for those processes.
• Measure process improvement outcomes, including hours saved, errors removed and turnaround time.
• Administer core platforms, including CRM, portfolio accounting, tax software, custodian platforms and Microsoft 365.
• Manage employee onboarding and offboarding, ensuring role-appropriate access and multi-factor authentication.
• Provide first-line support when systems break, including early mornings before the market opens.
• Train team members on the tools they use every day.
• Maintain and monitor integrations and data synchronization between systems.
• Build alerts to identify integration failures early.
• Automate repetitive manual work using Python or PowerShell scripting and integration tools.
• Write runbooks for every critical integration.
• Monitor and improve data quality across systems of record.
• Build and maintain Power BI reports and dashboards for leadership and team managers.
• Partner with Investment Operations on data governance.
• Manage day-to-day software vendor relationships, support escalations and renewals.
• Direct the managed IT partner on helpdesk, network and cybersecurity work.
• Maintain the software register, including owners, renewal dates and spend.
• Make purchasing decisions within an approved spending limit.
• Help shape the technology roadmap with the Managing Director of Operations by providing recommendations based on day-to-day observations.
• Work closely with Client, Investment and Tax Operations managers.
• Support the compliance program, including books and records, email and text archiving, vendor due diligence, business continuity and cybersecurity.

Benefits

• Annual performance bonus tied to role goals and firm performance.
• 401(k) with firm contributions of up to 7% in year one and up to 10% with tenure.
• 11 paid holidays and 15 PTO days.
• Employer covers 80% of health, dental and vision premiums for individuals and families.
• Employer HSA contributions.
• Employer-paid life and long-term disability insurance.
• Professional development, including certifications and conferences.
• Career path to Senior Business Systems Manager and beyond.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed