Information Technology Manager

Come Grow With Us!

We're seeking a motivated and enthusiastic IT Manager to join Central Florida's largest independent personal financial consulting firm. Managing over $2.5 billion in assets for clients across 28 states, we're proud to be recognized among CNBC's Top 100 Financial Advisory Firms in the country and voted Best in Orlando by Orlando Magazine readers. As IT Manager, you will be responsible for overseeing the firm’s technological infrastructure, ensuring the efficient operation of all IT systems, and leading technology projects. Are you passionate about utilizing your skills to build peace of mind for clients and colleagues? If so, we want to meet you!

Your Impact

• Technology Strategy: Develop and implement a comprehensive technology strategy aligned with the firm’s goals.

• IT Management: Manage technology offerings related to advisor business processing, client reporting, workflow, billing, record retention, marketing, et.al, ensuring our tech stack promotes optimal efficiency.

• Project Management: Lead technology projects from planning to execution, ensuring timely and successful completion.

• Vendor Coordination: Manage relationships with IT vendors to ensure the best service and pricing.

• Compliance and Security: Ensure all technology systems comply with industry regulations and maintain robust cybersecurity measures.

• Support and Training: Provide technical support to staff and ensure they are well-trained on the firm’s technology tools.

What You’ll Need

• 5 years of experience in the financial services industry.

• Bachelor’s Degree in Business, Information Technology, or related field.

• Microsoft 365 certification preferred.

• Experience with securities and investment advisory technology applications, preferably Black Diamond, Salesforce, Right Capital, and client onboarding platforms.

• Knowledge of Laserfiche, Adobe, Sage accounting software, CISCO, and VM Ware a plus, but not required. 

• Proven experience in project management and leading technology initiatives.

• Knowledge of SEC, FINRA, and state advisory regulations.

• Excellent communication and interpersonal skills.

• Ability to manage multiple projects and work effectively in a fast-paced environment.

What We Offer

• Commitment to team culture, development, and professional growth.

• Competitive salary based on education, experience, and skills.

• Comprehensive health insurance package with employer paid medical coverage. Dental, vision, and disability coverage are also available.

• Flexible paid time off.

• Access to company 401(k) and profit-sharing retirement plan.

About Us

At Certified Financial Group, Inc., we provide comprehensive, personalized financial planning and investment services for a fee. Our brand purpose – "Building Peace of Mind Together!" – guides everything we do. With over $2.5 billion under management and serving clients in 28 states, we've earned our reputation as Central Florida's leading independent financial consulting firm. We're proud of our values: Strive for Excellence, Integrity, Forward Thinking, Focused on Others, and Responsive. Our team of CERTIFIED FINANCIAL PLANNER® professionals and support staff makes a real difference in the Central Florida community and beyond, which has been recognized through our inclusion in CNBC's Top 100 Financial Advisory Firms and Orlando Magazine's Best in Orlando awards.

Our Services, Approach, and Culture

We take pride in offering team-oriented, comprehensive personalized financial planning, investment, and wealth management services for a fee. Our values aren't just words on a wall – they're the principles we live by every day. Our CERTIFIED FINANCIAL PLANNER® professionals and support teams work together to impact lives throughout the Central Florida community and beyond with their expertise and superior client service.

Additional Details

This is a full-time, in-office position. Candidates must successfully complete a background check and drug screening. Want to learn more? Visit www.financialgroup.com. Ready to join a team where your contribution makes a meaningful impact? We look forward to meeting you!