Company Description

Kingswood is an independent Registered Investment Advisor and broker dealer. We provide wealth management, investment banking, and advisory services to individuals, families, and businesses. Our team is built on a commitment to client service, integrity, and long term growth.

Role Description

This is a full time, on site role for a Technology & Systems Manager located in our Midtown Manhattan, NY office, five days a week. This individual will serve as the firm’s first in house technology lead, with the goal of bringing our currently outsourced IT and website support functions in house. Responsibilities include day to day IT support, such as troubleshooting hardware, software, network, and video conferencing issues, as well as transitioning services from our outsourced IT provider and other third party tech vendors.

The Technology & Systems Manager will also maintain the firm’s website and advisor resource center, and create and distribute newsletters and other digital communications.

Beyond support, this individual will evaluate and improve the firm’s existing systems, lead the implementation of AI and automation tools across operations, and ensure all technology meets the security and compliance standards of a regulated financial services firm.

We are seeking a candidate who is eager to grow alongside the firm. The ideal individual will take ownership of our technology, continuously improve our systems, and play a key role in developing the infrastructure that supports Kingswood’s continued growth. This position offers significant opportunity for professional growth.

Qualifications

• 3+ years of experience in IT, systems administration, or technology operations
• Strong experience administering Microsoft 365, including user accounts, licenses, email, and permissions
• Experience managing Adobe accounts and licenses
• Experience maintaining websites and content management systems, and creating email newsletters
• Hands on experience with AI tools and a strong interest in identifying practical ways to integrate AI and automation into daily operations
• Ability to evaluate, implement, and train staff on new AI driven solutions
• Experience managing or transitioning services from outsourced IT providers
• Knowledge of cybersecurity best practices and data protection
• Strong problem solving skills and the ability to work independently
• Excellent communication skills, with the ability to explain technical concepts to non technical colleagues
• Leadership potential and a desire to grow into a senior technology role

Preferred

• Experience with custodial platforms such as Raymond James, Charles Schwab, or RBC
• Familiarity with financial technology platforms such as Orion, Black Diamond, Redtail, Wealthbox, DocuSign, and Global Relay
• Bachelor’s degree in Information Technology, Computer Science, or a related field

Compensation

$75,000 to $85,000 base salary, plus benefits