Director of Technology & Innovation

As our firm continues to expand, we are seeking an Office Technology & Innovation Manager to oversee technology, AI initiatives, automation, systems integration, workflow development, and office operational efficiency.

This is a leadership position for someone who enjoys solving problems, implementing new technology, improving processes, and helping an organization operate at a higher level., The Office Technology & Innovation Manager will be responsible for evaluating, implementing, and managing technology solutions across the organization. This individual will work closely with advisors, administrative staff, marketing, compliance, and management to improve productivity, streamline operations, and support the firm’s growth initiatives.

The ideal candidate is highly organized, technologically savvy, comfortable with AI tools, and capable of managing multiple projects simultaneously.

ResponsibilitiesTechnology Management

• Manage and optimize office technology systems and software platforms.
• Serve as the primary internal resource for technology implementation and troubleshooting.
• Coordinate with external vendors, consultants, and software providers.
• Maintain technology inventory and equipment.
• Assist with hardware setup, software deployment, and user onboarding.

AI & Automation

• Research, test, and implement AI tools to improve business operations.
• Develop automated workflows to reduce manual tasks.
• Improve appointment scheduling, lead management, client communication, and internal processes through automation.
• Evaluate emerging technologies and make recommendations to leadership.
• Create efficiencies using AI-driven solutions across departments.

CRM & Systems Administration

• Assist with Salesforce administration and workflow management.
• Improve data integrity and reporting processes.
• Manage integrations between Salesforce, scheduling software, email systems, marketing platforms, and other business applications.
• Develop dashboards and reporting tools for management.

Process Improvement

• Analyze existing workflows and identify opportunities for improvement.
• Create Standard Operating Procedures (SOPs) for key business processes.
• Document systems and workflows to improve consistency and scalability.
• Lead technology-related projects from planning through implementation.

Training & Support

• Train employees on software, AI tools, and office systems.
• Create training materials and user guides.
• Provide ongoing support to team members.
• Help establish best practices for technology utilization.

Cybersecurity & Compliance

• Assist in maintaining technology security protocols.
• Monitor software updates and security requirements.
• Work alongside compliance personnel to ensure systems meet industry standards.
• Maintain access controls and user permissions.

Do you have experience in Project management in technology?, * 3+ years of experience in technology management, operations, project management, business systems, or related roles.

• Strong understanding of business software and technology platforms.
• Excellent organizational and project management skills.
• Strong communication and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Self-motivated and solution-oriented mindset.

Preferred

• Experience with Salesforce CRM.
• Experience with Zapier, Make, APIs, or workflow automation tools.
• Experience implementing AI platforms such as ChatGPT, Claude, Gemini, or similar technologies.
• Experience with Microsoft 365 administration.
• Experience in financial services, professional services, or highly regulated industries.
• Knowledge of process mapping and operational improvement methodologies., * How many years of experience do you have managing business technology systems?
• Have you worked with Salesforce CRM? Please explain your experience.
• Have you implemented AI tools such as ChatGPT, Claude, Gemini, or similar platforms in a business environment?
• Have you built workflows using Zapier, Make, APIs, or automation software?
• Describe a process you improved through technology or automation.
• Are you comfortable training employees on new software systems?
• Have you managed technology projects involving multiple departments?
• Are you able to work full-time in our Manalapan, NJ office?
• What technology project are you most proud of implementing?
• Why are you interested in joining Dworetsky Financial?

Ideal Candidate

The ideal candidate is a builder, problem solver, and innovator who enjoys finding better ways to operate. They are excited about AI, automation, systems, and technology and want to play a significant role in helping a growing organization scale efficiently.

If you’re passionate about technology, innovation, and making a real impact, we would love to hear from you.

Pulled from the full job description

• Professional development assistance
• 401(k)
• Health insurance
• Paid time off, * Base Salary: $60,000 per year
• Monthly and Quarterly Performance Bonuses
• Opportunity to earn $70,000-$85,000+ annually based on performance
• Paid Time Off
• Professional Development Opportunities
• Career Growth Within a Rapidly Expanding Organization

What Success Looks Like

Within the first 12 months, this individual will:

• Improve office efficiency through automation and workflow improvements.
• Implement new AI tools and technologies that save staff time.
• Create documented SOPs for critical business functions.
• Improve Salesforce usage, reporting, and data quality.
• Reduce operational bottlenecks across departments.
• Help build a scalable technology infrastructure that supports firm growth., * 401(k)
• Health insurance
• Professional development assistance

Dworetsky Financial is a rapidly growing wealth management and family office firm serving clients throughout New Jersey and beyond. We are committed to delivering an exceptional client experience through operational excellence, technology, innovation, and continuous improvement.