IT Helpdesk Manager

About Advisor Engine

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

Advisor Engine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.

Advisor Engine is currently looking for an IT Helpdesk Manager in Raleigh, NC, to support our internal staff while also working with Tech Ops and other staff to build and support our production and non-production environments. We are looking for outstanding candidates to join an agile, highly professional team that collaborates across the entire company to deliver crucial new features for the next generation of Wealth Management software.

This in‑office position requires hands‑on experience, a capability to learn quickly and an ability to improvise and thrive in a fast‑paced start‑up environment that requires strong multitasking and communication skills. The IT Security Manager will have a broad range of responsibilities from supporting internal devices, managing our security solutions, access control, servers, and software to assisting with the setup and deployment of our hosted environments.

The right candidate will have a passion for providing outstanding support to our internal staff. This position has physical requirements to support networking, desk set ups, TVs networking equipment, etc. Ability to lift 50 lbs required.

• Maintain IT “In person” presence in the Raleigh NC corporate office.
• Manage the deployment, monitoring, maintenance, development, upgrade, and support of all IT systems for voice and data, including PCs, internal corporate server environment, operating systems, hardware, software, and peripherals.
• Oversee provision of end‑user services, including help desk and technical support services.
• Establish and maintain regular written and in‑person communications with the organization’s executives, department heads, and end users regarding pertinent IT activities.
• Work with stakeholders to define business and systems requirements for new technology implementations.
• Direct research on potential technology solutions in support of procurement efforts.
• Keep current with the latest technologies.
• Approve and oversee projects and project portfolio.
• Manage design and implementation of corporate office builds.
• Practice asset management for IT hardware, software, and equipment.
• Manage IT team responsibilities for 1 other IT Helpdesk staff member
• Manage corporate office Physical Access security and monitoring for general and sensitive areas, including on call for physical alarms

• Ensure all projects are delivered on time within the stipulated scope and budget
• Lead the initiation and planning of a project and ensure technical feasibility
• Ensure resource availability and allocation
• Develop a detailed plan to monitor and track the progress of the project
• Coordinate with internal and external parties for the flawless execution of projects
• Measure project performance using appropriate project management tools
• Perform risk management analysis to reduce project risks
• Report and expedite to upper management as and when needed
• Create and maintain a comprehensive project documentation
• Manage all software licensing and renewals, working to eliminate waste and duplicate spend. Work with vendors to reduce the complexity of our software footprint.

• As a member of the IT team, maintain a hands‑on role in the deployment, monitoring, maintenance, development, upgrade, and support of all IT solutions.
• Participate in system monitoring, helpdesk resolution, and on‑call availability
• Oversee provision of end‑user…