Technology Coordinator

Highpoint Planning Partners is looking for a Technology Coordinator to manage day-to-day internal IT operations, manage relationships with technology-related vendors, and serve as our main internal technology liaison for 60 local staff members and 200+ affiliated financial advisors. This role will handle support requests in collaboration with our contracted managed service provider(s)., * Provide first-line technical support for hardware, software, and connectivity across all offices.

• Maintain and organize company data-share libraries.
• Manage relationships and daily ticket escalation with our primary MSP, tracking SLAs and vendor deliverables.
• Handle software licensing, software renewals, and vendor contracts.
• Coordinate IT onboarding for new hires with the company’s MSP, including software licensing assignments.
• Assist the Advisor Development team with advisor-facing tools and platform navigation.
• Develop and maintain documentation for internal systems, user access, and hardware inventory.

• 3+ years in an IT support, tech operations, or help desk role.
• Relevant experience managing vendor contracts and software subscriptions.
• Hands-on troubleshooting experience with Windows, standard office hardware, and cloud apps.
• Familiarity with financial advisory tools (CRMs, portfolio software) or MSP environments is a plus.

We hire people based on capability, drive, and character. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or any other protected characteristic. If you can do the work, and do it well, you belong here.

Pulled from the full job description

• Professional development assistance
• Parental leave
• 401(k)
• Health insurance
• Retirement plan
• 401(k) matching
• Paid time off, * 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan