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.

Why Willis Johnson Wealth?

We’re a fast-growing, award-winning wealth management firm serving corporate executives and professionals at Shell, Chevron, BP, Dow and other Fortune 500 companies. We help clients with compensation and benefits strategy, tax, retirement planning and investment management, supported by our in-house CPA team. We’re fee-only, with no product sales and no commissions.
We invest in our people the same way we invest in our clients. InvestmentNews has recognized us as a Best Place to Work for Financial Advisors. As we grow, we’re building the systems that let our team serve more clients without losing what makes the experience personal. That’s where you come in.

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

 

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