Technology Associate

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts and foundations. We are headquartered in San Francisco with offices in New York, Dallas, Austin, Houston, San Diego, Atlanta and Naples.

At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.

BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence including our award-winning culture has maintained our Great Place to Work certification.

The Role:

The Technology Associate reports to the Technology Director and supports the Technology Team and internal departments. This role handles day-to-day technology requests, upholds firm processes and policies, and contributes to the development of our applications and infrastructure across operations, investments, marketing, and other core systems.

This position will be part of our San Francisco team, and the ideal candidate will live in the Bay Area. This is a hybrid role, that requires in-office presence Monday-Wednesday.

Responsibilities:

• Configure, deploy, and maintain desktops, laptops, mobile devices, and workstation peripherals, including operating system setup and software installation.
• Triage, prioritize, and resolve support requests submitted through Asana, escalating issues when appropriate.
• Troubleshoot hardware, software, account access, and connectivity problems, and document each resolution.
• Assist with network configuration and support, including Wi-Fi, VPN, DNS, and DHCP basics, and with servers, switches, firewalls, and access points in coordination with the Technology Director and outside vendors.
• Set up and maintain conference rooms, including Zoom Rooms consoles, Poly cameras, microphones, and displays.
• Support security and privacy controls in line with firm policy, including endpoint protection, patching, periodic access reviews, and backup and disaster recovery testing.
• Maintain hardware and software inventory, track the device lifecycle, and coordinate with managed service providers (MSPs).
• Collaborate with the Technology and Operations Teams on projects and workflow improvements that support and scale the firm, and track metrics such as response time and process quality.
• Maintain process documentation and knowledge base articles, and support new employee onboarding, including system setup and platform training.

Qualifications:

• Bachelor’s degree or equivalent work experience.
• One to three years of relevant IT experience, preferably at an RIA, broker/dealer, or wealth management firm.
• Working knowledge of Windows, macOS, and Microsoft 365, including Entra ID.
• Basic understanding of computer networks and cloud-based application deployment.
• Familiarity with Asana, Box, and Salesforce preferred.
• Strong communication skills and a service-oriented approach to colleagues.
• Organized, reliable, and deadline-driven, with the ability to work independently and respond promptly to requests.
• Experience with remote support tools and hybrid, multi-office environments.
• Discretion with confidential information and familiarity with SEC cybersecurity and recordkeeping expectations.

Benefits:

• Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid option for employees and 75% company paid for spouses and dependents.
• High-deductible plan option with health savings account.
• Employee assistance program.
• Wellness allowance – $75 monthly.
• Bereavement leave – 3 days paid for immediate family member or pet.
• 401k with 3% match.
• Commuter benefits.
• Parental bonding leave
• Donation match – up to $500 annually.
• Vacation PTO.
• Birthday PTO.
• Learning and Development stipend – up to $1000 annually.
• Volunteer PTO – 1 day per quarter.
• Monthly cell phone allowance – $75 monthly.

BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.