Information Technology Operations Specialist

Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast‑paced environment and takes pride in fostering a collegial, entrepreneurial culture.

We are seeking a highly motivated and technically versatile IT Operations Specialist to oversee and enhance the organization's technology infrastructure, systems administration, integrations, compliance reporting, and emerging AI initiatives. This role will serve as a key resource responsible for maintaining secure, reliable, and efficient technology operations while supporting strategic projects that improve business processes and user experience.

The ideal candidate combines strong technical expertise with a proactive, service‑oriented mindset and the ability to manage multiple priorities in a fast‑paced environment. This individual will work closely with leadership, vendors, and cross‑functional teams to ensure technology systems remain secure, compliant, scalable, and aligned with business objectives.

Systems Administration & IT Operations

• Administer and maintain enterprise technology systems, including servers, cloud platforms, user accounts, devices, networks, and business applications.
• Troubleshoot and resolve technical issues while providing exceptional end‑user support.
• Coordinate with third‑party vendors, consultants, and managed service providers as needed.
• Develop and maintain IT documentation, policies, procedures, and system inventories.

Systems Integration & Automation

• Design, implement, and maintain integrations between business‑critical systems and applications.
• Identify opportunities to streamline workflows through automation and process optimization.
• Support data synchronization, reporting, and system interoperability across platforms.

Artificial Intelligence & Emerging Technologies

• Evaluate, implement, and support AI‑powered tools and technologies that enhance productivity and business operations.
• Partner with business teams to identify practical AI applications and automation opportunities.
• Monitor emerging technology trends and recommend innovative solutions aligned with organizational goals.
• Collaborate with business stakeholders to evaluate and implement technology solutions that improve operational efficiency.

Compliance, Security & Reporting

• Support IT governance, cybersecurity, and regulatory compliance initiatives.
• Monitor adherence to internal security policies and industry compliance requirements.
• Prepare and maintain compliance documentation, audit evidence, and regulatory reporting.
• Generate operational, security, and compliance reports for management and external stakeholders.

Project Management & Special Projects

• Lead or support technology projects from planning through implementation.
• Coordinate project timelines, resources, vendor relationships, and stakeholder communications.
• Participate in strategic initiatives involving technology transformation, infrastructure improvements, and operational enhancements.
• Conduct research, analysis, and recommendations for new systems, tools, and processes.
• Manage multiple projects simultaneously while meeting deadlines and business objectives.

Required

• Bachelor's degree in a related field.
• 3+ years of experience in IT operations, systems administration, or infrastructure support.
• Experience supporting software integrations, automation tools, and business applications.
• Strong analytical, troubleshooting, and problem‑solving skills.
• Excellent communication and project management abilities.

Preferred

• Experience in financial services, wealth management, family office, professional services, or regulated industries.
• Familiarity with compliance frameworks, cybersecurity standards, and audit requirements.
• Experience with Salesforce and Orion a plus.
• Exposure to AI technologies, automation platforms, and AI governance frameworks.

Work in a collaborative, high‑performing environment that values growth, learning, and initiative. Long‑term opportunities for career development and growth!