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Drake & Associates, LLC · 2 hours ago

IT Operations Manager

Greater Milwaukee

Full-time

Onsite

Mid, Senior Level

5+ years exp

Drake & Associates is a well-established and rapidly growing financial planning firm in Waukesha, WI, focused on helping individuals and families navigate their retirement planning. They are seeking a proactive IT Operations Manager to oversee all aspects of technology, ensuring systems are secure, efficient, and scalable as the firm continues to expand.

Financial Services

Responsibilities

Establish, manage, and grow the IT function, building foundational systems, processes, and best practices to support firmwide operations

Maintain and troubleshoot computer systems, networks, and software applications to ensure reliability and performance

Provide responsive technical support to team members and resolve IT issues promptly

Manage and administer Google Workspace, user accounts, and security permissions

Support key firm technology systems—including CRM, project management, communication, and training platforms—to ensure seamless functionality and integration

Set up, configure, and maintain hardware and software across office and remote environments

Document IT inventory, processes, and procedures in internal systems

Supervise and mentor the IT Intern, assigning tasks and providing hands-on training and feedback

Implement and monitor cybersecurity policies, backups, and data protection measures

Develop and maintain IT policies, best practices, and compliance standards

Lead technology improvement projects, upgrades, and rollouts that align with firm goals

Oversee conference room A/V systems, video conferencing platforms, and collaboration tools

Qualification

IT management experienceGoogle Workspace administrationCybersecurity best practicesCRM systems experienceProject management systemsAnalytical skillsProblem-solving skillsDocumentation skillsCommunication skillsInterpersonal skillsMentoring skills

Required

Bachelor's degree in Information Technology, Computer Science, or a related field

5+ years of progressive IT experience, including at least 1–2 years in a leadership or management role

Proficiency with Mac OS and Google Workspace administration

Experience with CRM and project management systems and other cloud-based business tools

Understanding of cybersecurity best practices and compliance requirements in financial services

Strong analytical, problem-solving, and documentation skills with a high attention to detail

Excellent communication and interpersonal skills

Proven ability to lead IT initiatives, mentor, and train junior staff to build a strong, collaborative team environment

Company

Drake & Associates, LLC

Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique financial goals.

Founded in 2002

Waukesha, Wisconsin, US

11-50 employees