Technology & Business Systems Manager

Tobias Financial Advisors • Plantation, FL

2d

About The Position

Tobias Financial Advisors is seeking a hands-on Technology & Business Systems Manager to serve as its primary internal technology resource. Reporting to the COO, this individual contributor will work closely with department leaders to administer business applications, support employees, connect systems, and lead technology improvements. The role focuses especially on business applications, integrations, automation, and AI, while overseeing infrastructure and cybersecurity through direct administration and outside providers.

The manager will own application administration and employee technology support; improve workflows and data quality through integrations and automation; identify and implement appropriate AI use cases; oversee infrastructure, security, and technology vendors; and lead projects and help shape the firm’s technology roadmap. The firm’s environment includes Salesforce, Microsoft 365, Orion, Schwab Advisor Center, NetDocuments, Asana, financial and tax-planning applications, and AI and meeting intelligence tools.

This role offers direct access to leadership and the opportunity to shape a new function with visible impact on employee work and client service. It may expand into broader technology, operational, and leadership responsibilities as the employee demonstrates capability and the firm’s needs evolve.

Requirements

• At least five years of relevant technology experience, including hands-on systems administration and successful project delivery.
• Strong experience administering business applications, including configuration, permissions, troubleshooting, and vendor coordination.
• Practical Microsoft 365 administration experience.
• Working knowledge of identity management, endpoints, networking, cybersecurity, backup, and recovery.
• Experience implementing integrations, automations, or workflow improvements.
• Demonstrated ability to lead projects from an initial business need through completion, including testing, communication, and adoption.
• Sound judgment, clear communication, and ability to prioritize competing needs.
• Record of taking initiative, working independently, and following through.
• Willingness to embrace AI, actively develop relevant skills, and apply them thoughtfully to business problems.
• Strong technical foundation, ability to learn unfamiliar systems, and judgment to recognize when specialist help is appropriate.
• Leadership through project ownership and collaboration; prior people-management experience is not required.

Nice To Haves

• Experience in wealth management, an RIA, or another financial services organization.
• Salesforce administration experience.
• Familiarity with wealth management applications, Microsoft Power Platform, APIs, or integration tools.
• Practical experience implementing AI-enabled workflows or internal assistants.

Responsibilities

• Administer core business applications, including configuration, user access, permissions, maintenance, and vendor support.
• Own technology onboarding, role changes, and offboarding across systems.
• Troubleshoot employee technology issues, coordinate outside assistance as needed, and retain ownership through resolution.
• Provide employees with guidance, training, and documentation to help them use technology tools effectively.
• Work with department leaders to understand business needs and develop practical technology solutions.
• Build, maintain, or coordinate integrations and automations that reduce manual work and duplicate data entry.
• Improve data quality, reporting, and information flow across applications.
• Lead system changes from requirements gathering and testing through implementation and employee adoption.
• Identify and implement useful AI applications within approved tools and workflows, and help employees develop confidence and skills in using AI.
• Evaluate AI results and establish appropriate data protection, testing, and human review in partnership with the COO and Compliance.
• Oversee Microsoft 365, identity and access management, employee devices, networks, telecommunications, and related infrastructure.
• Perform infrastructure and security administration directly or manage delivery through external IT and cybersecurity providers.
• Coordinate patching, endpoint security, backup and recovery, and technical remediation.
• Manage vendor performance, licensing, renewals, and costs, and support technology-related compliance and business continuity needs.
• Develop project plans, establish milestones, coordinate resources, and communicate progress and decisions needed.
• Work with the COO and department leaders to maintain a practical technology roadmap.
• Recommend investments based on business value, security, cost, and implementation effort.
• Address recurring problems and favor solutions that are straightforward to use and maintain.

Benefits

• Competitive base salary depending on experience and qualifications, plus bonus and incentive compensation.
• Fully paid employee medical benefits.
• Unlimited personal time off.
• Company 401(k) and profit-sharing program.
• Professional development support, including tuition and certification reimbursement and professional association dues.

What This Job Offers

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