The Mather Group Sr. Business Analyst & Technology Manager

The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team. 

ABOUT THE MATHER GROUP

The Mather Group is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with clients’ best interests in mind. We find the most cost-effective investment strategies, and clients pay only for our expert advice—no commissions, no product fees and no hidden fees.

OUR INDUSTRY'S CHALLENGE & OUR SOLUTION

Across our industry, only 9% of financial advisors are obligated to put their clients’ best interests first. What the average investor doesn’t realize is that most advisors hold brokerage licenses that allow them to put their firm's interests ahead of the client's. They are not legally obligated to act in the client’s best interest and can sell investment products for commissions.

The Mather Group is a registered investment advisor with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients chose TMG, there are no conflicts about where their money is held or how it’s managed.

What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • $3.9 Billion in assets under management
  • Seven offices in established markets: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, and San Francisco Bay Area
  • 70 staff members and growing
  • Named 14th on Forbes 2019 top 100 Registered Investment Advisor List
  • Named to Barron's Top 100 Independent Advisor List (2018,2019)
  • Named to Financial Times Top Advisers List (2016, 2017,2018,2019)

about THE POSITION

The role of the Sr. Business Analyst & Technology Manager includes leading and/or executing on the analysis, assessment, configuration, design, development, implementation, management, and testing of information technology systems. The Sr. Business Analyst & Technology Manager will manage two Business Technology associates and collaborate with department heads and directors of the firm to implement scalable technology solutions. The position will develop migration plans for RIA firms acquired in M&A transactions. The position will primarily collaborate with the Director of Business Operations / Solutions and the Director of Engineering in the evaluation and implementation of IT solutions.

Responsibilities include, but are not limited to, the following: 

  • Evaluate new technology solutions in collaboration with the Director of Operations and Director of Engineering and implement information technology solutions
  • Identify new tools/technologies to drive business growth
  • Manage vendor relationships and facilitate the annual reassessment process for vendor due diligence
  • Engage in contract renewal and negotiation with outside vendors
  • Oversee the execution of strategic and tactical information technology projects
  • Serve as Project Lead involving the engagement of outside consultants
  • Create business requirement documentation, functional specification documentation, and use case specifications
  • Oversee tech stack and ensure each system is being fully utilized; sunsetting systems as required
  • Supervise two Business Technology associates, an IT Systems Associate overseeing Managed Service Provider and a Salesforce Administrator
  • Oversee Cybersecurity procedures and ensure best practices and systems are utilized
  • Manage and track IT budget & licensing

POSITION REPORTING 

The position reports to the Director of Business Operations/ Solutions. 

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

  • Bachelor’s degree: Business Admin, Information Systems, Management
  • 3+ years of business analyst experience
  • Experience with CRM management and implementation, ideally Salesforce
  • Experience managing vendors and contract negotiations
  • Excellent verbal and written communication skills, with the ability to clearly articulate thoughts and ideas
  • Self-motivated with ability to work independently
  • Excellent organizational skills with the ability to handle multiple tasks and/or projects at one time
  • Decision‐making skills with the ability to investigate and weigh alternatives and select the course of action that provides the greatest benefit to the organization
  • Time management skills with the ability to prioritize and schedule daily activities for the most efficient use of time

The Mather Group is an equal opportunity employer and welcomes candidates from diverse backgrounds.

The Mather Group

HOW SMART INVESTORS RETIRE™

                     Barrons Top 100 2019                          

Get in touch with us or find one of our office locations   Contact us

TMG acquires Resource Advisory Services, marking TMG’s third acquisition of 2020 https://t.co/24OTvH2wZx
RT @IntAdviser: US in the news: A round-up of people moves and M&A deals across North America #KarpusManagement @sanctuarywp @themathergrou