IT Operations Specialist
Greater Seattle Area
About the Company:
Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture.
About the Role:
We are seeking a highly motivated and technically versatile IT Operations Specialist to oversee and enhance the organization's technology infrastructure, systems administration, integrations, compliance reporting, and emerging AI initiatives. This role will serve as a key resource responsible for maintaining secure, reliable, and efficient technology operations while supporting strategic projects that improve business processes and user experience.
The ideal candidate combines strong technical expertise with a proactive, service-oriented mindset and the ability to manage multiple priorities in a fast-paced environment. This individual will work closely with leadership, vendors, and cross-functional teams to ensure technology systems remain secure, compliant, scalable, and aligned with business objectives.
Key Responsibilities:
Systems Administration & IT Operations
· Administer and maintain enterprise technology systems, including servers, cloud platforms, user accounts, devices, networks, and business applications.
· Troubleshoot and resolve technical issues while providing exceptional end-user support.
· Coordinate with third-party vendors, consultants, and managed service providers as needed.
· Develop and maintain IT documentation, policies, procedures, and system inventories.
Systems Integration & Automation
- Design, implement, and maintain integrations between business-critical systems and applications.
- Identify opportunities to streamline workflows through automation and process optimization.
- Support data synchronization, reporting, and system interoperability across platforms.
Artificial Intelligence & Emerging Technologies
- Evaluate, implement, and support AI-powered tools and technologies that enhance productivity and business operations.
- Partner with business teams to identify practical AI applications and automation opportunities.
- Monitor emerging technology trends and recommend innovative solutions aligned with organizational goals.
- Collaborate with business stakeholders to evaluate and implement technology solutions that improve operational efficiency.
Compliance, Security & Reporting
- Support IT governance, cybersecurity, and regulatory compliance initiatives.
- Monitor adherence to internal security policies and industry compliance requirements.
- Prepare and maintain compliance documentation, audit evidence, and regulatory reporting.
- Generate operational, security, and compliance reports for management and external stakeholders.
Project Management & Special Projects
- Lead or support technology projects from planning through implementation.
- Coordinate project timelines, resources, vendor relationships, and stakeholder communications.
- Participate in strategic initiatives involving technology transformation, infrastructure improvements, and operational enhancements.
- Conduct research, analysis, and recommendations for new systems, tools, and processes.
- Manage multiple projects simultaneously while meeting deadlines and business objectives.
Qualifications:
Required
- Bachelor's degree in a related field.
- 3+ years of experience in IT operations, systems administration, or infrastructure support.
- Experience supporting software integrations, automation tools, and business applications.
- Strong analytical, troubleshooting, and problem-solving skills.
- Excellent communication and project management abilities.
Preferred
- Experience in financial services, wealth management, family office, professional services, or regulated industries.
- Familiarity with compliance frameworks, cybersecurity standards, and audit requirements.
- Experience with Salesforce and Orion a plus.
- Exposure to AI technologies, automation platforms, and AI governance frameworks.
Work in a collaborative, high-performing environment that values growth, learning, and initiative. Long-term opportunities for career development and growth!