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HBKS Wealth Advisors · 3 days ago

IT Manager

Warrendale, PA

Full-time

Hybrid

Mid, Senior Level

3+ years exp

HBKS Wealth Advisors is an independent personal financial planning and wealth management firm that is investing in resources and technology for long-term growth. The IT Manager will be responsible for the day-to-day support of information systems, acting as a technical resource to senior management while ensuring the security and efficiency of the firm's operations.

Angel InvestmentConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Ensure the technical operations of HBKS platforms

Maintain documentation of procedures, operations, and configurations

Implement features to maximize value and user experience

Maintain awareness and identify security concerns

Comply and enforce IT related policies and procedures throughout the company

Appropriately prioritize both IT projects and day-to-day support

Collaborate with managed service provider for help desk and support

Contribute as requested to strategic technology planning and direction of projects

Understand business needs of an RIA and translate into information systems

Educate staff on technology and how to use it as a strategic asset

Stay up to date with key technology development/issues within the financial advisor industry and implement new products to maintain and improve efficiency

Provide technical guidance and support to operations team

Coordinate appropriate resources to successfully execute tasks and projects

Contribute to budget planning and review

Qualification

Financial technology experienceMicrosoft cloud technologiesMicrosoft Dynamics CRMMeraki NetworksProject managementManagerial abilitiesResourcefulnessInterest in technologyInterpersonal skillsWritten communicationOral communicationProblem-solving abilitiesSelf-motivatedDetail-oriented

Required

Bachelor's degree in information technology or related field

3+ years' experience with financial technology for financial advisors

Equivalent experience managing and supporting Microsoft cloud technologies like Microsoft Entra ID, AutoPilot, Intune and the Office 365 suite: Exchange, SharePoint, OneDrive, Teams, etc

Experience supporting Microsoft Dynamics CRM user experience

Understanding of Meraki Networks and VPN technologies

Proven successful execution/completion of technology projects

Excellent interpersonal, written, and oral communication skills

Demonstrated managerial and mentoring abilities

Naturally self-motivated and detailed oriented

Resourceful and innovative problem-solving abilities

Passion for technology and interest in exploring new technologies

Willingness to travel to remote offices and industry events as needed

Ability to be flexible with work schedule hours to ensure successful completion of projects