Financial & Tax Architects · 1 week ago
Facilities & Technology Project Manager
St Louis, MO
Full-time
Onsite
Mid, Senior Level
3+ years expFinancial & Tax Architects is a growing financial services firm dedicated to helping clients achieve security and confidence in retirement. They are seeking an experienced Facilities & Technology Project Manager to lead the planning, coordination, and execution of facilities and technology initiatives across all office locations as they expand into new markets.
AccountingConsultingFinancial ServicesRetirement
Hiring Manager
Carlina Lambert SHRM-CP
Responsibilities
Manage all aspects of new office openings, from site scouting through move-in
Collaborate with the Marketing team to identify potential markets and target areas based on client demographics
Partner with real estate agents, negotiate lease terms, and present recommendations to the VP or COO
Coordinate vendor relationships for furniture, IT, supplies, and other facility needs to ensure readiness for Day 1 operations
Oversee logistics for deliveries, contractors, insurance, and other setup activities
Implement approved design standards and decoration templates in partnership with leadership and external designers
Collaborate with HR to align new hire onboarding schedules with facility readiness and equipment needs
Serve as the primary point of contact with property managers and landlords to ensure all lease obligations and maintenance responsibilities are met
Support ongoing facility needs across all FTA offices, including headquarters and regional locations (e.g., Edwardsville, Nashville)
Manage vendor relationships and expenses related to utilities, janitorial services, internet service providers, and other facility operations
Address facility-related employee concerns such as parking, connectivity, workspace setup, and maintenance requests
Track facility-related invoices and payments in coordination with Accounting
Act as liaison with FTA’s Managed Service Provider (MSP) for ongoing support, system rollouts, and infrastructure updates
Oversee IT project timelines, budgets, and deliverables — including new software implementations, hardware deployments, and cybersecurity initiatives
Develop and maintain a vendor comparison and bidding process to ensure cost efficiency and contract compliance
Review MSP performance and recommend technology improvements aligned with business needs
Manage onboarding of new team members, ensuring all hardware, software, and access credentials are prepared
Maintain an accurate inventory of all deployed and stored technology assets
Provide light on-site troubleshooting support and oversee ticket management through the MSP helpdesk
Qualification
Required
3–5+ years of experience in facilities or IT project management (experience in both preferred)
Demonstrated success managing new market or office expansion projects
Strong vendor management and contract negotiation skills
Proficiency in Microsoft 365 and project management platforms such as Monday.com or Asana
Exceptional organization, problem-solving, and decision-making abilities
Excellent written and verbal communication skills
Self-starter who thrives in a fast-paced, entrepreneurial environment
Ability to travel occasionally for office openings and site visits
Benefits
Health Insurance - 50% employer coverage
Dental Insurance
Vision Insurance
Hospital Indemnity Insurance
Accident Insurance
Critical Illness Insurance
Life Insurance
Short-Term and Long-Term Disability Insurance
401(k) with 3% match
Paid vacation/PTO
Flexible work-life balance
ESOP
Company
Financial & Tax Architects
Financial & Tax Architects offers cash and investment management, estate and tax preparation, and retriment planning solutions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase