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Halcyon Financial Technology, L.P. · 1 month ago

Regional IT Manager

Palo Alto, CA

Full-time

Hybrid

Senior Level, Lead/Staff, Director/Executive

10+ years exp

Halcyon Financial Technology, L.P. is a provider of information technology solutions to private equity, hedge fund, and investment management firms. The Regional IT Manager is a hands-on leadership role that combines strategic oversight with technical involvement, ensuring reliable technology delivery and exceptional user experience across assigned offices.

Cloud ManagementCyber SecurityInformation TechnologyIT Infrastructure

Comp. & Benefits

Responsibilities

Lead a support team in delivering white-glove service for daily client operations on-site and remotely

Ensure client satisfaction by delivering high-quality support and building strong, lasting partnerships

Translate complex technical solutions to end users and client decision-makers at all levels of the organization

Available to be on-call as part of the HalcyonFT’s quarterly team rotation

Continuously review processes for improvements to client and HalcyonFT systems and processes

Serve as the key interface or point of contact for clients, managing escalations, and ensuring client expectations are met or exceeded

Identify opportunities for enhanced client technology offerings. Work directly with clients to recommend and implement technology improvements

Lead and mentor a team of IT professionals, promoting a collaborative culture that drives innovation and continuous improvement

Spearhead onboarding and training programs for new hires

Participate in interviews throughout the recruitment process

Cultivate an environment of continuous learning and professional development

Conduct and document employee performance reviews and performance improvement plans 

Delegate and prioritize work assignments across the team

Identify and implement best practices to drive team performance and positive client satisfaction

Set performance and development goals for the team and ongoing monitoring of progress

Maintain regular cadence of documented 1:1s with direct reports

Provide advanced technical support for Microsoft 365 services including:

Guide in the resolution of complex issues related to identity, access, collaboration, and endpoint management in a cloud-first enterprise environment

Lead and coordinate incident response and root cause analysis for service outages and performance degradations across Microsoft 365 workloads

Oversee the administration and optimization of Microsoft 365 tenant configurations, user accounts, licenses, and security policies using admin centers and automation tools

Manage and Implement identity and access controls via Entra ID, including conditional access and multi-factor authentication

Manage and Deploy endpoint configurations and security baselines using Intune

Monitor service health, audit logs, and usage analytics to proactively identify trends, ensure compliance, and maintain performance across regional clients

Champion the use and drive adoption of advanced AI tools such as Copilot and ChatGPT to accelerate troubleshooting, automate tasks, and deliver proactive solutions that enhance client satisfaction and operational efficiency

Ensure Microsoft 365 services are tailored to meet organizational needs, including mailbox policies, Teams settings, SharePoint configurations, and Intune device compliance

Oversee the integration of Microsoft 365 with third-party tools and services, to ensure seamless interoperability and alignment with business requirements

Implement and maintain security and compliance features such as including DLP policies, retention labels, and alerting mechanisms

Represent and advocate HalcyonFT’s values and principles to clients and employees 

Contribute to the improvement of HalcyonFT’s systems and processes

Collaborate with HalcyonFT’s leadership team and assist in executing strategic initiatives to align with company goals and clients’ needs

Manage complex team or client issues, ensuring prompt resolution of escalations.

Assist Directors or Partners in budget planning process

Serve as a primary liaison between the West Coast, Midwest, and East Coast teams to ensure coverage and availability of resources

Manage relationships with key technology vendors, ensuring that partnerships are aligned with client and team needs

Commit to ongoing learning and professional development 

Be willing to be a hands-on Manager, leading by example by performing technical and end-user support to clients as part of the support team 

Align to the HalcyonFT brand and culture

Qualification

Microsoft 365Cloud environmentTechnical supportTeam leadershipClient managementPerformance reviewsProcess improvementOnboardingTraining

Required

Minimum of 10 years of experience in IT, most recently as a Manager or Director of IT

Minimum of 5 years experience in a lead technical role supporting a Microsoft cloud environment

Preferred

Bachelor level 4-year degree certification

Company

Halcyon Financial Technology, L.P.

Halcyon Financial Technology provides information technology solutions to private equity, hedge fund, investment management firms, and family offices.

Founded in 2010

San Francisco, California, USA

11-50 employees