Technical Support Specialist

Title:

Technical Support Specialist

Location:

Hybrid - Tempe, AZ

About Us

is the industry's leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. Trusted by the largest firms in wealth management,  combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to power scalable, compliant, and personalized planning experiences across the full client lifecycle.

The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025  Industry Awards, and earning #1 in estate planning market share in the 2025 Kitces Advisor Tech Study.

At , our team is core to everything we build. We foster a collaborative, high-performing environment that values innovation, ownership, and continuous improvement.  is proud to be certified as a Great Place to Work®.

We are hiring a Technical Support Specialist as we are pre product launch and growing like crazy. We are looking to add someone to our support team. This would be a fully remote position and reports to our VP of Security. You would be responsible for deploying work remote solutions to our employees based all over the world. You would also provision and install appropriate software that all our new hires would need before they start and work to ship them their new equipment.

The Technical Support Specialist will also support  employees with any technical related issues that they may have within their day to day.

Responsibilities:

• Maintain an inventory of installed software, managing software licensing, and creating policies and procedures for upgrades
• Analyze and make recommendations for hardware and software standardization
• Create user accounts and manage access control based on company policies
• Maintain, analyze, and repair hardware and software systems
• Respond to tickets in Jira, and troubleshoot and resolve problems on time
• Support and enforce information technology (IT) policies
• Set up and configure new systems (Mac and PC), applications, and upgrades
• Manage user account information, permissions, and rights, including groups
• Document standard procedures and processes
• Partner with HR and Security for onboarding of new employees
• Work with laptop vendors to order new laptops as needed
• Help  employees with any technical issues
• Train end-users on best practices for using various IT systems, software, and devices.
• Provide support for office equipment (printers, scanners, and other peripherals), ensuring that all devices are functioning optimally and resolving any technical problems.
• Write and maintain basic scripts (Power Shell, Bash, or similar) to automate tasks and improve system efficiency.

Qualifications:

• 2 years of experience supporting hardware and software applications
• Experience with laptop hardware, software applications, operating systems and network connectivity
• Strong problem-solving skills and the ability to work independently and in a team environment.
• Excellent communication skills with the ability to explain technical issues clearly to non-technical users.
• Experience, troubleshooting, both Mac and Windows operating system
• Strong knowledge of Google Workspace
• Scripting knowledge: bash/python/powershell or other languages
• Experience with networking concepts such as IP addressing, DNS, DHCP, and VPNs, and familiarity with network hardware such as routers and switches.

Benefits & Perks

• Competitive salary
• Hybrid work arrangement in Tempe, AZ
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees
• 100% company-paid basic life insurance, short-term and long-term disability insurance
• 100% paid parental leave upon eligibility
• Company equity managed through Carta
• 401k with match and 100% vesting upon hire
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Take time off for holidays - and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.