Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted Connecticut’s #1 Best Places to Work for three years in a row and Connecticut’s #1 Healthiest Employers. Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm.

We are seeking a proactive and technically skilled IT Support Specialist to join our internal team. This role plays a key part in supporting our teammates with technology needs, collaborating with our Managed Services Provider (MSP), and helping integrate and maintain industry-specific platforms such as Practifi and eMoney.

This is an ideal opportunity for someone looking to gain hands-on experience in a high-performing financial services environment with room to grow.

Responsibilities

• Act as the first point of contact for internal IT / Technology support requests, resolving Level 1 technical issues efficiently and professionally.
• Collaborate with our MSP to escalate and resolve more complex issues in a timely manner.
• Support and troubleshoot issues related to financial planning and CRM platforms including Practifi and eMoney.
• Assist with the onboarding of new teammates, including workstation setup, software access, and account provisioning.
• Monitor system performance and proactively report issues or anomalies to internal teams and the MSP.
• Work with our cybersecurity partners to monitor security dashboards, identify potential risks, and ensure prompt remediation.
• Document troubleshooting steps, solutions, and software processes to maintain an internal knowledge base.
• Provide internal support and basic training on software applications, including AI-enhanced tools and Microsoft 365.
• Ensure conference room technology and virtual meeting systems are fully operational and user ready.

Skills and Qualifications

• Displays the firms Core Values – integrity, empathy, authenticity, grit, drive, positivity and supportive.
• Foundational knowledge of IT systems, networking, and end-user device support.
• Familiarity with or willingness to learn financial platforms such as Practifi, eMoney, Salesforce, or similar.
• Strong communication skills with the ability to explain technical concepts to non-technical users.
• Proven ability to follow process, manage time effectively, and balance multiple
• Detail-oriented with strong documentation and organizational habits.
• Team player who can collaborate well with internal departments, external MSP, and other technology partners.
• Comfortable working in a secure and regulated environment with sensitivity to data privacy.
• Primarily working in the office with work-from-home flexibility.

Preferred Tools & Technologies

• Microsoft 365 (Outlook, Teams, SharePoint, Intune)
• Help desk ticketing systems (e.g., Halo)
• CRM and financial planning tools (e.g., Practifi, eMoney, Orion)
• Remote desktop and endpoint management platforms
• Video conferencing platforms and conference room technology (e.g., Surface Hub, Zoom, Teams)
• Familiarity with cybersecurity tools and dashboards

Why work with us?

CTWM’s mission goes beyond its clients to include its rapidly growing team of driven individuals. The firm is committed to creating career paths and growth opportunities for every team member. For over 14 years, CTWM has built an inclusive and fun-loving work environment that aims to build genuine connections with both clients and team members. Additionally, the firm is committed to devoting time and resources to charities and volunteer work in the surrounding community. 

Benefits

• Medical, dental & vision insurance (plus full HSAs contribution)
• Firm paid life, long-term & short-term disability
• Sick time and five (5) weeks paid vacation
• Parental leave and longevity sabbatical plan
• 401(k) plan with employer contributions
• Career growth and development opportunities
• Firm paid certifications and continuing education opportunities
• Paid volunteer time
• Robust wellness program & on-site gym

To apply, please send your resume to Deborah Hopper at careers@ctwealthmgmt.com.