Technology & Business Systems Manager

Tobias Financial Advisors • Plantation, FL

6h

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 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, data quality, and information flow; implement useful AI applications with appropriate safeguards; oversee infrastructure, security, and vendors; and lead technology projects and contribute to the firm’s practical technology roadmap. The role calls for initiative, sound judgment, project ownership, and the ability to work with limited day-to-day direction. Prior people-management experience is not required.

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. The position offers direct access to leadership and the opportunity to shape a new function, with potential for broader technology, operational, and leadership responsibilities as 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 and 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 the ability to prioritize competing needs.
• A record of taking initiative, working independently, and following through.
• Willingness to embrace AI, actively develop relevant skills, and apply them thoughtfully to business problems.
• A strong technical foundation, ability to learn unfamiliar systems, and judgment to recognize when specialist help is appropriate.
• Leadership through project ownership and collaboration.

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.
• Manage technology onboarding, role changes, and offboarding across systems.
• Troubleshoot employee issues and coordinate outside assistance when needed, retaining ownership through resolution.
• Provide employee guidance, training, and documentation to help staff use technology effectively.
• Partner with department leaders to understand business needs and develop practical 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 and testing through implementation and employee adoption.
• Identify and implement useful AI applications within approved tools and workflows, and help employees develop AI skills and confidence.
• 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.
• Administer infrastructure directly or manage delivery through outside 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