Family Office Exchange

Manager, Technology and Business Systems

Family Office Exchange$90K — $130K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in IT operations, project management, or business analysis.
  • Familiarity with cloud platforms and SaaS applications.
  • Experience in evaluating technology tools and vendor relationships.
  • Knowledge of cybersecurity practices and data governance.
  • Formal project management certification (PMP, Agile or similar) preferred.

Responsibilities

  • Oversee daily management of internal technology systems.
  • Ensure systems are maintained, updated, and documented accurately.
  • Lead technology-related projects from requirements gathering to implementation.
  • Serve as the main communication link between business staff and tech resources.
  • Monitor system performance, addressing issues proactively.
  • Manage external vendor relationships and service agreements.
  • Maintain governance standards and identify automation opportunities.

Benefits

  • Major medical, dental, and vision care plans.
  • Life insurance options for employees and dependents.
  • 401(k) retirement plan with contributions.
  • Short and long-term disability coverage.
  • Generous vacation and holiday policy.
  • On-site health club at headquarters.
Full Job Description
Manager of Technology & Business Systems

Job Summary
The Manager of Technology & Business Systems provides enterprise-level ownership of the organization's technology platforms, ensuring they enable business strategy, operational efficiency, and future growth. This role is accountable for the technology ecosystem as a whole-including infrastructure, business systems, AI capability, and vendor partnerships-and serves as a strategic advisor to leadership.
The Manager leads technology-enabled initiatives end-to-end, establishes system governance and roadmaps, and acts as the executive bridge between business leadership and technical resources. This role emphasizes strategic platform stewardship, AI adoption, and business enablement.

Key Responsibilities
Technology Operations & Internal Systems
  • Oversee day-to-day management of internal hardware, software, and business systems.
  • Ensure systems are properly configured, maintained, updated, and documented.
  • Coordinate provisioning, support, and lifecycle management for devices and software.
  • Monitor system performance, reliability, and security, escalating issues as needed.
Project Leadership & Delivery
  • Lead or support projects that include a technology component, from requirements through implementation.
  • Translate business needs into clear functional and technical requirements.
  • Coordinate internal stakeholders, vendors, and technical resources to meet project timelines and objectives.
  • Track project risks, dependencies, and milestones; communicate status to leadership and stakeholders.
Business-Technology Interface
  • Serve as the primary point of contact between business staff and technology resources.
  • Actively engage with departments to understand workflows, challenges, and improvement opportunities.
  • Recommend and implement technology solutions that improve efficiency, visibility, and outcomes.
  • Provide guidance and support to non-technical users in plain, business-friendly language.
Vendor & Resource Management
  • Manage relationships with external technology vendors, consultants, and service providers.
  • Evaluate technology tools, platforms, and services for fit, cost, and value.
  • Coordinate support agreements, licensing, renewals, and service levels.
Governance, Documentation & Improvement
  • Maintain system documentation, standards, and technology roadmaps.
  • Support compliance, security, and best practices related to technology usage.
  • Identify opportunities for process automation, integration, and modernization.

Preferred Qualifications
  • Experience in a role combining IT operations, project management, and business analysis.
  • Familiarity with cloud platforms, SaaS applications, and system integrations.
  • Exposure to cybersecurity best practices and data governance.
  • Formal project management experience or certification (e.g., PMP, Agile, or similar) is a plus.


Core Competencies
  • Own the technology platform portfolio across the organization, including infrastructure, productivity platforms, enterprise systems (e.g., Microsoft Dynamics), and AI-enabled tools.
  • Define and maintain a multi-year technology and systems roadmap aligned with organizational strategy and operational priorities.
  • Establish clear standards, governance, and decision-making frameworks for system selection, configuration, integration, and retirement.
  • Advise executive leadership on technology investments, risks, tradeoffs, and opportunities.


FOX offers a robust employee benefits plan, including: major medical, dental and vision care plans; basic and supplemental life insurance for employee and dependents; short and long-term disability options; 401(k) plan; Health Reimbursement Account; transportation and parking deduction option; generous vacation and holiday plan; and an on-site health club at Chicago headquarters.

About Family Office Exchange

Family Office Exchange (FOX) is a global membership organization for ultra-wealthy families and their advisors. The company provides education, networking, and advisory services to help families manage their wealth and achieve their financial goals. FOX was founded in 1989 and is headquartered in Chicago, Illinois. The company's team of experts includes professionals in the fields of finance, law, tax, and philanthropy. FOX is committed to helping its members navigate the complex world of wealth management and is dedicated to promoting best practices and ethical standards in the industry.
Learn more about Family Office Exchange
Size
50 employees
Industry
Net Income
$1 million
Founded
1989
5 Year Trend
+5%
Revenue
$5 million

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