Financial & Tax Architects

Compensation

Full Description

About Us We are a growing financial services firm dedicated to helping clients achieve security and confidence in retirement. Our people are at the center of what we do, and we’re proud of our culture built on Compassion, Dependability, Growth, Pride, and Candor. To keep pace with our expansion, we are seeking an experienced Project Manager to oversee the facilities and technology implementation as we open into new markets. Position Overview: As we continue to expand into new markets, we’re seeking a Facilities & IT Project Manager to lead the planning, coordination, and execution of facilities and technology initiatives across all office locations. This individual will play a critical role in ensuring smooth new-office launches, efficient facility operations, and seamless technology implementation. Key Responsibilities New Market Expansion • Manage all aspects of new office openings, from site scouting through move-in. • Collaborate with the Marketing team to identify potential markets and target areas based on client demographics. • Partner with real estate agents, negotiate lease terms, and present recommendations to the VP or COO. • Coordinate vendor relationships for furniture, IT, supplies, and other facility needs to ensure readiness for Day 1 operations. • Oversee logistics for deliveries, contractors, insurance, and other setup activities. • Implement approved design standards and decoration templates in partnership with leadership and external designers. • Collaborate with HR to align new hire onboarding schedules with facility readiness and equipment needs. Facilities Management • Serve as the primary point of contact with property managers and landlords to ensure all lease obligations and maintenance responsibilities are met. • Support ongoing facility needs across all FTA offices, including headquarters and regional locations (e.g., Edwardsville, Nashville). • Manage vendor relationships and expenses related to utilities, janitorial services, internet service providers, and other facility operations. • Address facility-related employee concerns such as parking, connectivity, workspace setup, and maintenance requests. • Track facility-related invoices and payments in coordination with Accounting. IT Project Coordination • Act as liaison with FTA’s Managed Service Provider (MSP) for ongoing support, system rollouts, and infrastructure updates. • Oversee IT project timelines, budgets, and deliverables — including new software implementations, hardware deployments, and cybersecurity initiatives. • Develop and maintain a vendor comparison and bidding process to ensure cost efficiency and contract compliance. • Review MSP performance and recommend technology improvements aligned with business needs. • Manage onboarding of new team members, ensuring all hardware, software, and access credentials are prepared. • Maintain an accurate inventory of all deployed and stored technology assets. • Provide light on-site troubleshooting support and oversee ticket management through the MSP helpdesk. Qualifications • 3–5+ years of experience in facilities or IT project management (experience in both preferred). • Demonstrated success managing new market or office expansion projects. • Strong vendor management and contract negotiation skills. • Proficiency in Microsoft 365 and project management platforms such as Monday.com or Asana. • Exceptional organization, problem-solving, and decision-making abilities. • Excellent written and verbal communication skills. • Self-starter who thrives in a fast-paced, entrepreneurial environment. • Ability to travel occasionally for office openings and site visits. Benefits: • Health Insurance - 50% employer coverage • Dental Insurance • Vision Insurance • Hospital Indemnity Insurance • Accident Insurance • Critical Illness Insurance • Life Insurance • Short-Term and Long-Term Disability Insurance • 401(k) with 3% match • Paid vacation/PTO • Flexible work-life balance Why Join Financial & Tax Architects: Simply put, FTA has a history, culture, and retirement planning philosophy that helps clients get the retirement they desire and produces some of the top-performing advisors in the industry. We do not ask advisors to prospect or develop/bring over their books of business because we provide the leads for you. Our advisors help clients focus on their retirement needs and then use our system to help them realize their goals. As we approach our 30th year in business at Financial & Tax Architects, LLC, we're not just a company – we're a united team with a transformative purpose. We have helped thousands of clients achieve the retirement they have earned across the country. Guided by the vision of Your Retirement Professor™ Scott Brooks, our focus is empowering clients with lifelong financial security. With our immersive educational approach, fiduciary commitment, and innovative investment strategies, you'll become part of a group shaping the future of retirement solutions. Our goal-based financial planning process is designed to help our clients obtain the income they need to meet their retirement vision. Come contribute to impactful change, cultivate personal and professional growth, and align with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor. EEO Statement Financial & Tax Architects is committed to the principles of equal employment. The Company is committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of age (over 40), race, color, national origin, ancestry, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status, sexual orientation, gender identity, or any other status protected by federal, state, or local laws. Financial & Tax Architects is dedicated to the fulfillment of this policy in regard to all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment.