IT Operations SpecialistGreater Seattle AreaOur 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 RoleWe 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 ResponsibilitiesSystems Administration & IT OperationsAdminister 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 & AutomationDesign, 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 TechnologiesEvaluate, 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 & ReportingSupport 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 ProjectsLead 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:RequiredBachelor'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.PreferredExperience 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!