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Fragasso Financial Advisors has repeatedly been recognized as a top place to work because of its collegial work environment and focus on service to clients and each other.

Manager, Technology & Operations
We are currently seeking the position of Manager, Technology & Operations for our downtown office in Pittsburgh, PA. Key responsibilities for this position include:

  • Works with the executive management team and department heads to ensure the future of Fragasso Financial Advisors by implementing technology plans, creating process solutions, evaluating hardware and software systems, and ensuring the firm’s technology and operational priorities are aligned with the overall company direction
  • Implement, maintain and directly manage the information technology requirements of the firm. Continuously evaluate systems for process solutions, proper operation, operational efficiency maximization, relevance and utilization. This includes systems such as:
    • Customer Relationship Management (CRM) – Salesforce
    • Portfolio Management Integrations – Orion
    • Document Storage – Egnyte
    • Financial Planning Software
    • Cloud based Technology
    • Electronic Signature Software
  • Oversees and partners with the company’s outsourced tech firm relating to company hardware and software, along with all web-based and telecommunications needs
  • Analyzes all software to ensure maximum integration of all components to achieve the highest level of efficiencies within the firm
  • Ability to effectively diagnose, isolate and resolve complex problems pertaining to software infrastructure
  • Ensure the firm is migrated toward technology offerings that will generate higher efficiency, enhanced reporting and tracking capabilities 
  • Partners with the executive team and advisory team to understand and support business and operations
  • Accomplishes results by taking ownership of their team outcomes, including communicating job expectations, planning, monitoring and appraising job results; coaching and counseling to direct reports
  • Trains employees on firm wide software as well as troubleshoot software issues
  • Communicates effectively with department heads on all technology and operational items
  • Improves the Client Experience and service quality by devising new applications, updating procedures, evaluating processes with users; ensure compliance and consistency with all policies and procedures across the operational aspects of the firm
  • Investigate and introduce process improvement measures and presents to the executive management team for consideration

Read the full job description.

Qualified candidates may send their cover letter and resume to gpond@fragassoadvisors.com

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