Technology & Business Systems Manager

Since 1980, Tobias Financial Advisors has helped individuals, families and business owners navigate financial decisions through comprehensive financial planning and investment management. As an independent, fee-only fiduciary firm, our mission is to inspire, educate and prepare our clients so they can live the lives they want.

Our team values collaboration, initiative and doing what is right for our clients and each other. We take our responsibilities seriously, share ideas openly and look for practical ways to improve. As we grow, we are creating a dedicated technology role to help our people and systems work better together.

We are seeking a Technology & Business Systems Manager who combines strong technical skills with business judgment and the ability to get things done.

Reporting to the COO, you will serve as TFA’s primary internal technology resource, working closely with department leaders to administer our applications, support employees, connect systems and lead improvements. Your greatest focus will be on business applications, integrations, automation and AI, with responsibility for overseeing infrastructure and cybersecurity through a combination of direct administration and outside providers.

This is a hands-on individual contributor role with meaningful ownership. You should be comfortable configuring a system, resolving an employee’s issue, leading an implementation and helping leadership decide what to tackle next. We are looking for someone who takes initiative, creates a clear path forward and follows through with limited day-to-day direction.

Own our business applications and employee support

• Administer core applications, including configuration, user access, permissions, maintenance and vendor support.
• Own technology onboarding, role changes and offboarding across our systems.
• Troubleshoot issues directly and coordinate outside assistance when needed, maintaining ownership through resolution.
• Help employees use our tools effectively through clear guidance, training and documentation.

Connect systems and improve workflows

• Partner with department leaders to understand business needs and turn them into practical solutions.
• Build, maintain or coordinate integrations and automations that reduce manual work and duplicate data entry.
• Improve data quality, reporting and information flow across applications.
• Lead system changes from requirements and testing through implementation and employee adoption.

Put AI into practice

• Identify and implement useful applications of AI within approved tools and workflows.
• Help employees build confidence and skills in using AI effectively.
• Evaluate results and establish appropriate data protection, testing and human review in partnership with the COO and Compliance.

Oversee IT infrastructure, security and vendors

• Oversee Microsoft 365, identity and access management, employee devices, networks, telecommunications and related infrastructure.
• Perform administration directly or manage delivery through outside IT and cybersecurity providers.
• Coordinate patching, endpoint security, backup and recovery, and technical remediation.
• Manage vendor performance, licensing, renewals and costs, and support technology-related compliance and business continuity needs.

Lead projects and help shape technology strategy

• Develop project plans, establish milestones, coordinate resources and communicate progress and decisions needed.
• Work with the COO and department leaders to maintain a practical technology roadmap.
• Recommend investments based on business value, security, cost and implementation effort.
• Address recurring problems and favor solutions that are straightforward to use and maintain.

Our environment…