M365 Enterprise Architect

About the Company:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit  Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Wealthspire is seeking a highly skilled M365 Infrastructure Architect to design, build, and evolve our Microsoft 365 and Azure-based workplace infrastructure. This role is responsible for ensuring a secure, resilient, and scalable end-user and collaboration environment that supports business growth, operational excellence, and future M&A activity.

The M365 Infrastructure Architect will serve as a hands-on technical leader, partnering closely with Infrastructure & IT Operations, Cybersecurity, and Enterprise Architecture to deliver modern, automated, and highly available Microsoft platforms.

• Design and maintain M365 architecture aligned with enterprise standards and security best practices, including Exchange Online, SharePoint Online, One Drive, Teams, and related collaboration services.
• Manage Entra  (Azure AD), conditional access, identity governance, and role-based access controls, and support Azure-based identity, access, and endpoint management solutions.
• Architect endpoint management using Intune, including device compliance, application deployment, and lifecycle management.
• Support Azure infrastructure components that underpin M365 services and drive automation, standardization, and self-service capabilities across the Microsoft platform.

• Ensure availability, performance, and scalability of collaboration tools across the organization, delivering high-quality end-user experiences.
• Partner with Service Desk and IT Operations to improve service reliability, incident response, and change management. Serve as a technical escalation point for complex infrastructure and collaboration issues.
• Enable modern workplace capabilities that improve productivity and employee experience.

• Execute M365-related activities for divestitures, acquisitions, and integrations.
• Develop repeatable technical playbooks for tenant migrations, identity consolidation, and data transitions.
• Ensure minimal disruption and strong security posture during transitional events, leading technical execution for M365 components throughout carve-outs and integrations.

• Partner with Cybersecurity on IAM, endpoint protection, data loss prevention, and compliance frameworks (SOC 2, ISO 27001, SEC, NYDFS).
• Enforce configuration standards, monitoring, and audit readiness across Microsoft platforms.

• Work with Microsoft, CSPs, and managed service providers to optimize platform usage, cost, and day-to-day Technology operations and vendor relationships.
• Evaluate new Microsoft features and roadmap items for business applicability.
• Support continuous improvement initiatives across infrastructure and operations.

• 8+ years of experience in IT infrastructure with deep focus on Microsoft 365 and Azure.
• Proven experience architecting and supporting enterprise-scale M365 environments.
• Strong hands-on expertise with Entra , Intune,…