IT Manager

Qualifications

• 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

Responsibilities

• Operational Management
• 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
• Strategy & Planning
• 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
• Leadership
• Provide technical guidance and support to operations team
• Cookordinate appropriate resources to successfully execute tasks and projects
• Contribute to budget planning and review

Benefits

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Annniversary Bonus
• Open Paid-time-off policy
• We provide a flexible work environment to offer work/life balance
• 401(k) plan with company match and profit sharing
• Medical, dental, and vision insurance
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 10.5 Paid holidays
• Tuition Reimbursement
• Annual Performance Reviews
• And Much More…

Please See The Below Link For Benefit Details HBKS Benefits