Facilities & Technology Project Manager

Direct message the job poster from Financial & Tax Architects

We are a growing financial services firm dedicated to helping clients achieve security and confidence in retirement. Our people are at the center of what we do, and we’re proud of our culture built on Compassion, Dependability, Growth, Pride, and Candor. To keep pace with our expansion, we are seeking an experienced Project Manager to oversee the facilities and technology implementation as we open into new markets.

As we continue to expand into new markets, we’re seeking a Facilities & IT Project Manager to lead the planning, coordination, and execution of facilities and technology initiatives across all office locations. This individual will play a critical role in ensuring smooth new-office launches, efficient facility operations, and seamless technology implementation.

• Manage all aspects of new office openings, from site scouting through move-in.
• Collaborate with the Marketing team to identify potential markets and target areas based on client demographics.
• Partner with real estate agents, negotiate lease terms, and present recommendations to the VP or COO.
• Coordinate vendor relationships for furniture, IT, supplies, and other facility needs to ensure readiness for Day 1 operations.
• Oversee logistics for deliveries, contractors, insurance, and other setup activities.
• Implement approved design standards and decoration templates in partnership with leadership and external designers.
• Collaborate with HR to align new hire onboarding schedules with facility readiness and equipment needs.

• Serve as the primary point of contact with property managers and landlords to ensure all lease obligations and maintenance responsibilities are met.
• Support ongoing facility needs across all FTA offices, including headquarters and regional locations (e.g., Edwardsville, Nashville).
• Manage vendor relationships and expenses related to utilities, janitorial services, internet service providers, and other facility operations.
• Address facility-related employee concerns such as parking, connectivity, workspace setup, and maintenance requests.
• Track facility-related invoices and payments in coordination with Accounting.

• Act as liaison with FTA’s Managed Service Provider (MSP) for ongoing support, system rollouts, and infrastructure updates.
• Oversee IT project timelines, budgets, and deliverables — including new software implementations, hardware deployments, and cybersecurity initiatives.
• Develop and maintain a vendor comparison and bidding process to ensure cost efficiency and contract compliance.
• Review MSP performance and recommend technology improvements aligned with business needs.
• Manage onboarding of new team members, ensuring all hardware, software, and access credentials are prepared.
• Maintain an accurate inventory of all deployed and stored technology assets.
• Provide light on-site troubleshooting support and oversee ticket management through the MSP helpdesk.

• 3–5+ years of experience in facilities or IT project management (experience in both preferred).
• Demonstrated success managing new market or office expansion projects.
• Strong vendor management and contract negotiation skills.
• Proficiency in Microsoft 365 and project management platforms such as  or Asana.
• Exceptional organization, problem‑solving, and decision‑making abilities.
• Excellent written and verbal communication skills.
• Self‑starter who thrives in a fast‑paced, entrepreneurial environment.
• Ability to travel occasionally for office openings and site visits.

• Health Insurance – 50% employer coverage
• Vision Insurance
• Hospital Indemnity Insurance
• Critical Illness Insurance
• Life Insurance
• Short‑Term and Long‑Term Disability Insurance
• 401(k) with 3% match
• Paid vacation/PTO
• Flexible work‑life balance

Simply put, FTA has a history, culture, and retirement planning philosophy that helps clients get the retirement they desire and produces some of the top‑performing advisors in the industry. We do not ask advisors to prospect or develop/bring over their books of business…