5+ years in systems administration, business systems, or IT operations with minimal supervision
Experience leading technology projects or process improvements from start to finish
Hands-on integration experience with APIs and scripting in Python or PowerShell
Strong SaaS and Microsoft 365 administration skills, including identity and access control
Experience in a regulated industry, preferably wealth management
Proficient in building reports using Power BI or similar tools
Track record of managing vendors effectively
Ability to communicate technical issues in simple terms
Responsibilities
Lead technology initiatives from planning to measurable results in collaboration with the Managing Director of Operations
Map workflows across Client, Investment, and Tax Operations to identify inefficiencies
Propose and implement process improvements with relevant managers
Administer core platforms including CRM and portfolio accounting systems
Provide user support and training for team members on daily tools
Maintain and monitor system integrations and automate manual tasks
Ensure data quality and create reports for leadership
Benefits
Collaborative team environment that values your contributions
Ownership of systems and improvement projects with decision-making authority
Career advancement opportunities to Senior Business Systems Manager and beyond
Professional development support including certifications and conferences
Meaningful work that directly impacts client service
Values-driven culture that rewards initiative and accountability
Full Job Description
Willis Johnson Wealth is looking for a hands-on Business Systems Manager to lead our technology initiatives and process improvements, and to run our systems day to day. Working with the Managing Director of Operations, you'll make our systems simpler, better connected and more reliable, so advisors and operations teams can stay focused on clients.
This role has no direct reports. You'll manage our IT support partner and software vendors, and you'll fix things yourself when they break. You'll report to and partner with the Managing Director of Operations, who sets systems architecture and the technology roadmap. You'll lead the initiatives that deliver it. Expect to start at about 30% of your time leading technology initiatives and process improvements and 70% running and supporting our systems day to day, with a target of 50/50 after your first year.What Success Looks Like
Technology initiatives and process improvements are delivered from plan to measured result, in partnership with the Managing Director of Operations
Critical issues are resolved the same day, and systems come back quickly when they go down
Integrations run reliably, and failures are caught before an advisor notices
Data in our CRM and portfolio accounting system is clean, measured and improving
Every critical system and integration is documented well enough that someone else could run it
Hours of manual work are eliminated every quarter, and the numbers show it
You'll build a culture of ownership: when something breaks, people know it's handled
Key Responsibilities Technology Initiatives & Process Improvement
Lead technology initiatives from plan to measured result, partnering with the Managing Director of Operations on scope and priorities
Map how work flows across Client, Investment and Tax Operations, and find where manual steps and duplicate entry slow teams down
Propose and lead process improvements with the managers who own those processes
Measure the results: hours saved, errors removed, faster turnaround
Systems Administration & User Support
Own day-to-day administration of our core platforms: CRM, portfolio accounting, tax software, custodian platforms and Microsoft 365
Run onboarding and offboarding, giving each person only the access their role needs, with multi-factor authentication everywhere
Be the first call when something breaks, including early mornings before the market opens
Train team members on the tools they use every day
Integrations & Automation
Maintain and monitor the integrations and data syncs between our systems
Build alerts so silent failures get caught early
Automate repetitive manual work using scripting (Python or PowerShell) and integration tools
Write runbooks for every critical integration
Data Quality & Reporting
Monitor and improve data quality across our systems of record
Build and maintain Power BI reports and dashboards for leadership and team managers
Partner with Investment Operations on data governance
Vendor & IT Partner Management
Own day-to-day software vendor relationships, support escalations and renewals
Direct our managed IT partner on helpdesk, network and cybersecurity work
Maintain our software register with owners, renewal dates and spend
Make purchasing decisions within an approved spending limit
Partnership & Compliance
Help shape the technology roadmap with the Managing Director of Operations, bringing recommendations from what you see every day
Work closely with the Client, Investment and Tax Operations managers, who rely on this role every day
Support our compliance program: books and records, email and text archiving, vendor due diligence, business continuity and cybersecurity
Qualifications
5+ years in systems administration, business systems or IT operations, including time owning systems with little supervision
Experience leading technology projects or process improvements from start to finish, across more than [text cut off in source - please complete]
Hands-on integration experience: APIs, integration platforms, and scripting in Python or PowerShell
Strong SaaS and Microsoft 365 administration, including identity, access control and multi-factor authentication
Experience in a regulated industry such as wealth management, broker-dealer, banking, insurance or healthcare; wealth management experience strongly preferred
Experience building reports in Power BI or a similar tool
A track record of managing vendors and holding them to their commitments
Able to explain technical problems in plain language to non-technical colleagues
Comfortable making decisions, setting priorities and saying no when needed
Experience with wealth management platforms (CRM, portfolio accounting, custodian platforms) is a plus
Platform certifications (such as Salesforce or Microsoft) are a plus
What We Offer
Collaborative teammates who rely on your work every day
Ownership of the firm's systems and the improvement projects that shape them, with clear authority to make decisions
A career path to Senior Business Systems Manager and beyond
Professional development, including certifications and conferences
Meaningful work: every hour of manual work you remove goes back to serving clients
A values-driven team that rewards initiative and accountability
Compensation & Benefits
Base salary: $120,000-$150,000, depending on experience
Annual performance bonus tied to role goals and firm performance
401(k) with firm contributions of up to 7% in year one and up to 10% with tenure
11 paid holidays and 15 PTO days
Employer covers 80% of health, dental and vision premiums for individuals and families
Employer HSA contributions
Employer-paid life and long-term disability insurance
