Technology Manager

The Technology Manager is responsible for supporting and facilitating the growth and ongoing success of Parallel Advisors. This position reports directly to the Head of Operations & Technology and will work on key firm initiatives and discrete projects, some of which will be ongoing and others ad hoc. The role requires leadership, strong communication skills, an organizational mindset, initiative, versatility, flexibility, and a keen understanding of the workings of the firm.

The Technology Manager may be asked to lead or participate in cross‑functional group projects and committees to improve quality and operational efficiency within and between the teams. This hybrid position requires being in the Coppell, TX office three days per week.

• Work with the Head of Operations & Technology to source, evaluate, and implement solutions to improve operational efficiencies and provide resources for advisors.
• Perform due diligence on vendors, schedule demos, document, and follow up internally to determine needs; conduct cyber review of proposed solutions including SOC II review.
• Develop project plans to roll out new technologies, identify internal stakeholders, users, build pilot test groups, set up technology appropriately, and execute roll‑out.
• Maintain ongoing systems, including regular vendor reviews, onboarding new hires, and adding/removing employees.
• Collaborate cross‑functionally with key stakeholders and third‑party programmers to implement improvements to Salesforce, including maintenance on existing integrations and workflows.

• Work with Head of Operations & Technology and the firm at large to communicate changes, updates, reminders, and other necessary information; develop training videos/one‑pagers as reference guides for firm employees.
• Handle one‑off inbound calls when technology issues arise and troubleshoot individually or in partnership with vendors.
• Work with key stakeholders to manage and maintain the firm’s intranet.

• Manage equipment, including technology packages for new hires and replacements for depreciated equipment, and handle onboarding/offboarding.
• Manage technology solutions for our existing and new offices.
• Work with our outsourced IT vendor to troubleshoot glitches or problems as needed.
• Lead or participate in cross‑functional group projects to improve quality and efficiency within the teams.

• Bachelor’s degree or equivalent work experience.
• 3-5 years of experience in a Technology Manager / IT role.
• Tools & systems knowledge (including A/V, Box, Zoom, Office & Google Workplace, SFDC Data Loader, mobile).
• Strong organizational, analytical, communication, and interpersonal skills.
• Strong project management and data analysis skills.
• Ability to work effectively in a fast‑paced, deadline‑oriented environment.
• Capability to manage multiple demands and competing priorities.
• Savvy with technology, especially as it pertains to data entry.
• Experience with Black Diamond, Salesforce, and Tableau.

• Salary based upon experience (range $72,000–$90,000).
• Opportunity for discretionary, semi‑annual incentive awards.
• Benefits including health care, dental, vision, and 401(k) plans.
• Opportunity for support of professional accreditation and continuing education requirements and other professional development.

• Parallel Advisors is a fast‑growing, independent, registered investment advisory firm headquartered in San Francisco, CA with offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
• To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.
• With this information in hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
• We offer our clients an open array of investment solutions, fee‑based, and independent of any proprietary platforms.
• At Parallel, we combine the best advisors, support staff, and industry‑leading technology in collaborative partnership to offer our clients an extraordinary experience.
• Parallel Advisors, LLC is an Equal Opportunity Employer.