Technology Director

6 days ago


Tampa, Florida, United States Concurrent Full time
Job Title

Associate Director of Technology

About Us

Concurrent Investment Advisors is a newly formed Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to clients of partner firms. We assist partner firms with streamlining the launch of their business in the RIA space, positioning them to best serve clients in the evolving financial services field.

Salary & Benefits

$85,000 per year, plus performance bonus opportunities and an equity package. Benefits include 401(k) matching, dental insurance, flexible spending account, health insurance, life insurance, paid time off, and vision insurance.

Job Description

The Associate Director of Technology & Entitlements will coordinate entitlements for critical technology systems, facilitate application development and maintenance, and ensure seamless integration across platforms. This role will create and maintain product roadmaps, integration strategies, compliance procedures, and documentation related to technology systems.

Key Responsibilities:
  • Coordinate the development and management of entitlements for multiple technology systems.
  • Ensure users are granted appropriate access levels based on their roles and responsibilities.
  • Facilitate the development and upkeep of internal- and external-facing systems and applications.
  • Collaborate with internal teams and vendors to improve functionality and user experience.
  • Develop and maintain product roadmaps and integration strategies for technology systems.
  • Establish internal policies and procedures that comply with regulatory requirements.
Required Skills & Qualifications

This position requires a Bachelor's degree in Information Technology or Computer Science and 3+ years of experience in technology support, entitlements administration, and project management. Strong understanding of networking concepts, hardware, and software systems is necessary. Proficiency in Microsoft Office Suite at an administrative level and familiarity with business applications is also required.

Working Conditions

This full-time, exempt position is based in Tampa, Florida, in a Hybrid capacity. Additional hours may be required during peak periods or regulatory examinations.



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