Technology Specialist

True North Advisors, LLC; Dallas (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

15 days PTO to start

Telecommuting opportunities

401(k) with employer contribution

Medical, dental, vision, HSA

Education reimbursement

Free financial planning for employees

Job summary

True North Advisors in Dallas, TX is seeking a Technology Specialist to join our Business Operations team. You will help drive the firm's technology roadmap, optimize processes, and scale systems that support clients and employees.

The role provides exposure to AI initiatives, automation, data management, and cross-functional collaboration with internal and external stakeholders. A strong background in information systems or related fields and hands-on experience with system implementations are

Qualifications

• Bachelor's degree in Information Systems, Computer Science, Business, Finance, Operations, or related field.
• 2–5 years of experience in business systems, technology operations, business analysis, process improvement, or a related role.
• Strong interest in the intersection of business operations, technology, data, and AI.
• Experience supporting system implementations, workflow optimization, technology projects, or operational improvement initiatives.

Responsibilities

• Serve as a key member of the Business Operations team, supporting strategic initiatives that enhance firm-wide efficiency, scalability, and the employee and client experience.
• Partner with external IT resources and internal stakeholders to implement the firm's technology roadmap and coordinate technology initiatives from planning through deployment.
• Develop deep knowledge of True North's business processes, operational workflows, technology ecosystem, and key systems.
• Become a subject matter resource for core firm applications and support their ongoing administration, adoption, and optimization.
• Gather business requirements, assist with solution design, coordinate testing, document results, and support change management and user adoption.
• Identify opportunities to streamline workflows, improve data quality, reduce manual work, and enhance operational controls through technology and automation.
• Evaluate emerging AI capabilities and help implement practical, responsible use cases that improve productivity, client service, and decision-making.
• Serve as a liaison among business users, vendors, consultants, and technology providers to resolve issues and advance projects.
• Create and maintain process documentation, system procedures, training materials, and technology best practices.
• Support technology governance, cybersecurity awareness, data management, reporting, and continuous improvement initiatives.

Skills

Analytical thinking

Problem solving

Communication

Collaboration

Multitasking

Microsoft 365

Education

Bachelor's degree in Information Systems

Bachelor's degree in Computer Science

Bachelor's degree in Business or related field

Tools

Salesforce

Addepar

Excel

SharePoint

Teams

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

BIZ OPS Full Time Professional Dallas, TX, US

18 days ago Requisition ID: 1058

True North Advisors is seeking a Technology Specialist to join our Business Operations team and help drive the firm's technology and process improvement initiatives. This role is ideal for a technology-minded professional who enjoys solving business problems, improving workflows, and leveraging technology to enhance efficiency across the organization.

As a key member of the Business Operations team, you will work closely with internal stakeholders and external IT resources to implement the firm's technology roadmap, optimize business processes, and help scale the systems and workflows that support our clients and employees. This role offers broad exposure to wealth management operations, business systems, data management, artificial intelligence, process automation, and strategic technology initiatives.

Key Responsibilities:

• Serve as a key member of the Business Operations team, supporting strategic initiatives that enhance firm-wide efficiency, scalability, and the employee and client experience.
• Partner with external IT resources and internal stakeholders to implement the firm's technology roadmap and coordinate technology initiatives from planning through deployment.
• Develop deep knowledge of True North's business processes, operational workflows, technology ecosystem, and key systems.
• Become a subject matter resource for core firm applications and support their ongoing administration, adoption, and optimization.
• Gather business requirements, assist with solution design, coordinate testing, document results, and support change management and user adoption.
• Identify opportunities to streamline workflows, improve data quality, reduce manual work, and enhance operational controls through technology and automation.
• Evaluate emerging AI capabilities and help implement practical, responsible use cases that improve productivity, client service, and decision-making.
• Serve as a liaison among business users, vendors, consultants, and technology providers to resolve issues and advance projects.
• Create and maintain process documentation, system procedures, training materials, and technology best practices.
• Support technology governance, cybersecurity awareness, data management, reporting, and continuous improvement initiatives.

Required Education, Skills & Experience:

• Bachelor's degree in Information Systems, Computer Science, Business, Finance, Operations, or a related field.
• Two to five years of experience in business systems, technology operations, business analysis, process improvement, consulting, or a related role.
• Strong interest in the intersection of business operations, technology, data, and artificial intelligence.
• Experience supporting system implementations, workflow optimization, technology projects, or operational improvement initiatives.
• Ability to learn complex business processes and technology platforms quickly and translate business needs into practical solutions.
• Working knowledge of AI tools, workflow automation, and their practical application in a business environment.
• Familiarity with Addepar and Salesforce is a plus.
• Experience in wealth management, financial services, a family office, or another professional services environment is preferred.
• Proficiency with Microsoft 365, including Excel, Teams, SharePoint, and related productivity tools.
• Strong analytical, organizational, communication, and problem-solving skills.
• Detail-oriented self-starter with a strong sense of ownership, sound judgment, and a continuous improvement mindset.
• Ability to manage multiple priorities and collaborate effectively with stakeholders across the firm.

What You Will Gain:

• Broad exposure to technology, operations, business systems, and strategic initiatives across a growing multi-family office.
• Direct involvement in the firm's technology roadmap, AI initiatives, workflow enhancements, and system optimization efforts.
• Opportunities to work with firm leadership, cross-functional stakeholders, and external technology partners.
• A collaborative environment focused on mentorship, continuous improvement, innovation, and professional growth.
• The opportunity to make a measurable impact on the firm's technology capabilities, operational efficiency, and client service.
• Competitive bonus potential based on successful execution of firm goals and individual performance metrics
• 15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
• Telecommuting opportunities
• 401(k) with employer contribution
• Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
• Employer reimbursement for professional designations and continuing education
• Free Financial Planning services for employees and their spouses
• Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!

Background:

True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. Our team is committed to delivering an exceptional client experience through collaboration, thoughtful innovation, and a relentless pursuit of excellence.

True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. At True North, you will find meaningful work, opportunities for growth, and a culture built around helping both our clients and our people succeed.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.