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Role Description

We are seeking an IT & Security Manager to join our Business Operations team. This person will own our core business infrastructure and cybersecurity program, and serve as a technical resource for our industry-specific software (e.g eMoney, Practifi, Orion).

• Ownership of business infrastructure
• Maintain full strategic and operational ownership of the firm’s business infrastructure
• Lead large scale IT projects, including migration from Google Workspace to Microsoft 365
• Architect and deploy efficiency and security features
• Evaluate how AI should integrate into existing workflows
• Develop technical training to strengthen the technical proficiency of our team
• Technical Resource for industry-specific software
• Support Wealth Advisors and client service teams with IT solutions
• Stay current on wealth management technology trends
• Ownership of cybersecurity program and policies
• Collaborate closely with our MSP to manage and enhance our security program
• Act as the primary liaison for our MSP
• Administer and manage user access, renewals, licenses, and invoices for all IT software
• Serve as the "Tier 1" internal help desk for employees
• Manage the technical setup for new hires and secure offboarding for departing employees

Qualifications

• Bachelor’s degree
• 5+ years of experience in IT Management, Systems Administration, or a senior support role
• Experience in Financial Services or Wealth Management required
• Experience administering a Microsoft 365 environment including Microsoft Intune and Azure
• Demonstrated ability to independently manage IT projects
• Strong understanding of cybersecurity best practices for remote workforces
• Previous experience managing external IT vendors or working within an MSP environment
• Demonstrated interest or experience in building and maintaining a cloud data environment
• Strong written and verbal communication skills
• Airtight reliability
• Fun to work with and enjoyable to be around

Requirements

• Location: Anywhere within the continental U.S.
• Compensation: The annual base salary range for this role is $135,000 to $160,000
• This is a full-time W-2 position

Benefits

• Flexible work schedule
• Health insurance with Geometric paying for at least 2/3 of the premiums
• 401(k) including 5% company match with immediate vesting
• Paid parental leave after welcoming biological or adopted children
• Professional development sponsorship
• Portfolio management at no charge
• Geometric will supply work-related technology and a stipend for home office needs
• Wellness Wednesdays
• Fully-paid, five-week sabbaticals after seven years with the firm

Culture

• Excellence: Service-oriented and putting clients’ interests first
• Overcommunication: Valuing open, honest, and thoughtful communication
• Continuous Improvement: Embracing the journey of getting better
• Support and Balance: Working with positive, supportive, and kind individuals
• Diverse Perspectives: Striving for an inclusive environment

Typical Interview/Evaluation Process

• First-round interview with Geometric’s Chief Operating Officer
• Second-round interview with existing Business Operations team members
• Simulation exercise to assess job performance
• Final-round interview with Geometric’s Founder & CEO

Application Method

Along with your resume, please include a cover letter that explains your interest in this position.