Technology Operations Support Analyst

About the Role

The organization was founded on the belief that objective, personalized financial advice is essential to living well. The mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, the organization provides holistic planning that goes far beyond investments to address every way money impacts life. A "human-plus-tech" approach combines the expertise of CFP® professionals with cutting-edge AI and automation, integrating advice into members’ entire financial picture for an affordable, flat membership fee. The organization is nationally recognized, including being ranked the #1 Best Financial Advisory Firm by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms. With an A+ BBB Rating and a Trustpilot “Excellent” score, it is redefining the industry for its members and team.

Why Join the Team

• Champion the Employee Experience: Autonomy to ensure the team has flawless, secure, and zero-friction access to mission-critical tools for building innovative software and servicing clients.
• Allergic to Manual Work: Join a team that despises operational drag; automate repetitive tasks like user provisioning or software deployment to eliminate human-in-the-loop IT bottlenecks.
• Frontlines of FinTech Security: Work at the intersection of IT operations and cybersecurity, actively monitoring threat intelligence, tuning security tooling, and protecting systems.
• Scale with Engineering Rigor: Apply engineering best practices to internal IT using modern deployment tools, monitoring, and change management to maintain trust, compliance, and uptime.
• Collaborative Technical Influence: Partner across the organization—from end-users to engineering leadership—to coordinate vulnerability patching, threat response, and vendor relationships.

Responsibilities

• End-User & Platform Support: Provide exceptional, white-glove service for resolving end-user computing and customer platform issues, championing internal users and security.
• Identity & Access Automation: Coordinate and support all aspects of user provisioning and deprovisioning, automating access lifecycles where possible.
• Security Monitoring & Triage: Monitor critical security tooling, review and respond to security events, and escalate as needed to protect client and company data.
• Threat Intelligence & Defense: Translate security intelligence into actionable configurations within security tooling and support threat event monitoring and response.
• Endpoint & Fleet Management: Support seamless software deployment, identify and resolve security vulnerabilities, and manage system patching across the device fleet.
• Proactive Performance Monitoring: Monitor key indicators to anticipate and resolve performance issues in systems and SaaS applications before they impact productivity.
• Continuous Learning: Stay curious, acquire new domain knowledge, evaluate technologies, and develop hands-on skills to better defend infrastructure.

Requirements

• 1-3 years of experience as a helpdesk or security operations analyst, with a foundational understanding of triage, remediation, and escalation protocols.
• Demonstrated experience providing level 1 or level 2 helpdesk support with a focus on empathy, organization, and efficient resolution.
• Beginner to intermediate scripting or software development experience (in any language) to help eliminate operational drag.
• Familiarity with basic operations, administration, and troubleshooting of Windows, MacOS, or ChromeOS environments.
• Familiarity with modern software distribution and remote management technologies for Windows, MacOS, or ChromeOS.

Preferred Qualifications

• Hands-on experience administering core enterprise SaaS tools including Google Workspace, AzureAD, Slack, and Zoom.
• Experience supporting and troubleshooting enterprise platforms such as Jira, ServiceNow, and Salesforce.
• Experience operating, tuning, or deploying security technology stacks and threat monitoring solutions.
• Technical writing experience for playbooks or knowledge bases to scale self-service IT operations.
• Solid understanding of change management and/or project management lifecycles.

Pay

Annual salary range of $90,000–$110,000 + bonus, determined by experience, knowledge, skills, and abilities. Salary ranges are based on current market data.

Benefits

• Equity
• Unlimited PTO
• Medical, dental, and vision insurance
• 401(k) with employer match
• Short- and long-term disability coverage
• Life insurance options
• Paid parental leave
• Certification reimbursement program

Schedule

Work from anywhere in the US.