Senior IT Solution Consultant

Wipfli Advisory LLC • Irvine, CA

4d • $88,000 - $118,000 • Hybrid

About The Position

At Wipfli, the Senior IT Solution Consultant develops and implements consultative or technical solutions that improve clients’ business processes and information technology. The role regularly interfaces with clients and other external parties and may be performed fully in person or in a hybrid environment, with office visits as needed, in the Irvine, California area. Travel to client locations is required, up to approximately 15%. The consultant serves as a senior technical escalation resource, assesses client technology environments, documents roadmaps and security reviews, leads client maintenance discussions, and recommends practical improvements. The role also manages project scope, budgets, timelines, and client communications, while training and mentoring junior consultants and contributing to research and development.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• At least 7 years of technology solutions experience in a professional services firm, or at least 10 years of private-industry technology solutions experience including at least 1 year in a professional services firm.
• Proficiency with Microsoft Azure and Active Directory.
• Experience working with clients on-site and willingness to travel up to 15% to client locations within the U.S.
• Possesses or is working toward appropriate advanced certifications.
• Demonstrated combination of technical expertise and consultative ability to assess needs and deliver value-driven solutions.
• Ability to plan, prioritize, and organize multiple projects under pressure and respond quickly to unexpected events or changing priorities.

Nice To Haves

• Training, support, or consulting advisory experience.
• Experience serving clients in the healthcare or financial institutions industries.

Responsibilities

• Act as a level-three escalation resource for complex service desk issues, troubleshooting client technology environments, gathering requirements, diagnosing local network, server, and cloud issues, and coordinating with internal subject matter experts or project teams to drive resolutions.
• Assess client environments across Microsoft 365, Azure, Azure Active Directory/Active Directory, SharePoint, endpoint devices, servers, virtualized environments, local networks, firewalls, switches, and cloud-based applications.
• Document and maintain client technology roadmaps, baseline security reviews, and prioritized improvement plans that explain technical findings, business impact, priorities, and recommended next steps.
• Lead recurring client maintenance and security review discussions by analyzing reports on stale users and devices, antivirus coverage, security score gaps, auditing and security settings, network equipment, and roadmap progress.
• Identify risks, modernization opportunities, and process improvements; present actionable recommendations and develop solutions.
• Scope, price, and monitor project work plans, budgets, timelines, deliverables, and out-of-scope requests for internal and client projects.
• Proactively communicate cost, quality, schedule, and risks to the project leader, recommend practical solutions, and communicate work plan status to clients.
• Train and mentor Consultant I and Consultant II staff, delegating and leveraging work to support associate development.
• Lead and participate in research and development and foundational efforts to help the team learn, develop, and deliver innovative solutions to the market.

Benefits

• Eight health plan options, including HMO and PPO plans.
• Dental and vision coverage.
• HSA enrollment opportunity with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life insurance and short- and long-term disability coverage.
• 401(k) savings plan, profit sharing, and Firm matching contribution.
• Well-being incentive.
• Education and certification assistance.
• Flexible time off.
• Family care leave and parental leave.
• Family formation benefits.
• Cell phone reimbursement.
• Travel rewards.
• Voluntary critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care insurance, pet insurance, ID theft protection, and supplemental life/AD&D coverage.
• Potential annual discretionary bonus, subject to participation rules and applicable factors.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior