IT Manager

Summary 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 a technical resource to the 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 staff, clients, and 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. Qualifications 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 such as Microsoft EntraID, AutoPilot, Intune and the Office365 suite (Exchange, SharePoint, OneDrive, Teams, etc.) Experience supporting Microsoft DynamicsCRM 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 Self‑motivated, detail‑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 Responsibilities Operational Management 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 Strategy & Planning 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 Leadership Provide technical guidance and support to operations team Coordinate appropriate resources to successfully execute tasks and projects Contribute to budget planning and review Benefits Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid‑time‑off policy 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short‑ & Long‑Term Disability Insurance Affordable Accidental and Critical Illness Insurance 10.5 paid holidays Tuition Reimbursement Annual Performance Reviews And Much More… Employment Equity Statement HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #J-18808-Ljbffr HBK Sorce Financial LLC