IT Operations Manager

IT Operations Manager

Drake & Associates, LLC is seeking an IT Operations Manager to lead technology operations for our growing financial planning firm in Waukesha, WI.

We’re looking for a proactive, hands‑on IT leader with experience scaling an IT function in a financial or professional services environment. The role oversees all technology aspects, builds the IT department as a strategic function, and ensures our systems are secure, efficient, and scalable.

Please take a moment to watch our video and learn why we approach hiring with such intention.

• Establish, manage, and grow the IT function, building foundational systems, processes, and best practices to support firm‑wide operations.
• Maintain and troubleshoot computer systems, networks, and software applications to ensure reliability and performance.
• Provide responsive technical support to team members and resolve IT issues promptly.
• Manage and administer Google Workspace, user accounts, and security permissions.
• Support key firm technology systems—including CRM, project management, communication, and training platforms—to ensure seamless functionality and integration.
• Set up, configure, and maintain hardware and software across office and remote environments.
• Document IT inventory, processes, and procedures in internal systems.
• Supervise and mentor the IT Intern, assigning tasks and providing hands‑on training and feedback.
• Implement and monitor cybersecurity policies, backups, and data protection measures.
• Develop and maintain IT policies, best practices, and compliance standards.
• Lead technology improvement projects, upgrades, and rollouts that align with firm goals.
• Oversee conference room A/V systems, video conferencing platforms, and collaboration tools.

• Bachelor’s degree in Information Technology, Computer Science, or a related field.
• 5+ years of progressive IT experience, including at least 1–2 years in a leadership or management role.
• Proficiency with Mac OS and Google Workspace administration.
• Experience with CRM and project management systems and other cloud‑based business tools.
• Understanding of cybersecurity best practices and compliance requirements in financial services.
• Strong analytical, problem‑solving, and documentation skills with a high attention to detail.
• Excellent communication and interpersonal skills.
• Proven ability to lead IT initiatives, mentor, and train junior staff to build a strong, collaborative team environment.

• Seniority level: Mid‑Senior level
• Employment type: Full‑time
• Job function: Information Technology and Management

Benefits include medical, vision, 401(k), paid maternity and paternity leave, disability insurance.

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