Manager Jobs

About The Position

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.