IT Manager

Information Technology (IT) Manager

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs & Consultants, Vertilocity, and HBKVG—we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for.

Reporting to the CIO, the HBKS IT Manager is responsible for the day-to-day support of information systems delivering HBKS core business functions. The IT Manager acts as technical resource to HBKS’s CEO, COO and Director of Operations in support, maintenance and security initiatives that align with the Firm’s overall strategic plan and its commitment to its staff, its clients, and its communities.

Every individual is an employee of HBKS Wealth Management and is expected to act in the best interests of the firm, even if doing so requires actions or responsibilities not listed in the job description below. This job description is subject to revision by management when client service needs change.

• 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 , Auto Pilot, Intune and the Office 365 suite:
  Exchange, SharePoint, One Drive, 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.

• 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.

• Competitive Compensation
• Lucrative New Business &…