Technology Associate

4 months ago

Westwood, United States Modera Wealth Management Full time
About Modera Wealth Management:

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

We are seeking individuals who embody Modera's core values:
  • Confident Humility - a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - Supportive and authentic with mutual respect for colleagues
In addition, the ideal candidate:
  • Shares our commitment to diversity and an inclusive working environment
  • Is extremely organized with excellent attention to detail
  • Is capable of prioritizing and managing multiple tasks concurrently
  • Thrives in an environment focused on creative problem solving
  • Is an engaging and charismatic communicator
  • Has a passion for excellent service
  • Is a self-starter
Job responsibilities include but are not limited to:
  • Research of vendors, tools and technology solutions.
  • Respond in a timely manner to service issues and requests.
  • Monitor and maintain computer systems and networks.
  • Provide technical support across the company virtually and onsite.
  • Repair and replace equipment as necessary.
  • Test new technology.
  • Produce and deliver regular status reports to leadership.
  • Install and configure computer hardware, software, systems, networks, printers and scanners.
  • Interface directly with end users and MSP to assist in ticket resolution.
  • Set up accounts for new users.
  • Conduct firm wide or group training on various applications or systems.
  • Conduct new user training/onboarding.
  • Other tasks and responsibilities as required which may include, but are not limited to, phone system management, password management software, security systems, ISP or mobile provider management, mobile device management, A/V solutions and/or platforms that fall under the technology's team purview.
Qualifications for this position:
  • Minimum bachelor's degree, or specialized training in:
    • Computer Science
    • Computing
    • Engineering
  • 3+ years of experience in Technology/IT at an Associate level.
  • Proven analytical and problem-solving skills.
  • Detail-oriented with a demand for a high degree of accuracy.
  • Highly proficient in computer hardware, software, and networks.
  • Willingness and ability to travel regularly to regional offices, with occasional travel outside the region as required.
What we offer:
  • Competitive salary commensurate with experience
  • Performance-based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work


Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.

No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

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