About Dew Wealth Management
Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides “Virtual Family Office” wealth management services to entrepreneurs through a model that is disrupting the investment advisory industry. Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine has recognized as one of the fastest-growing privately held companies in the United States. We have also been lauded by Investment News as one of the “Best Places to Work for Financial Advisors,” and are a “Great Place to Work” certified company.
If you love being challenged by complex problems and are hungry for an opportunity to rapidly advance your skillset and career, Dew Wealth Management offers a collaborative and supportive culture that will invest in your professional development in equal measure to your investments in our clients’ success.
About the Position
This is a new role on a small, AI-native IT team. You will spend roughly half your week on the bread-and-butter work that keeps a regulated wealth management firm running: helpdesk, Microsoft 365 administration, Intune, Defender, account provisioning and offboarding, and the recurring security and compliance tasks that come with being SEC-registered.
The other half is where this role gets interesting. We are an AI-forward shop. We build internal agents, automations, and tools on Claude, Make.com, Copilot Studio, and the Microsoft stack, and we want you to build alongside us. Roughly 25-45% of your time is carved out for that work: pitch the project, scope it, build it, ship it. Mentorship comes from the IT Manager and the firm's two full-time AI Builders.
Working within a Distributed Workforce
This is a fully remote role. Approximately four times per year, we will pay you to fly out to our headquarters in Scottsdale, AZ to get an opportunity to connect with your colleagues in person and align on quarterly objectives. Beyond that, however, your primary interaction with your colleagues will be through the cloud-based tech stack we leverage to align our distributed workforce, which includes employees across the United States.
Notwithstanding the virtual nature of our model, at present, we are only hiring applicants who reside within the continental United States (excluding CA) to minimize HR and tax complexities and to keep our team within four time zones of each other.
Key Responsibilities
Provide front-line IT support and progressively take on administrative responsibility for the firm's Microsoft 365 environment, security operations, and internal automation.
- Triage and resolve IT support tickets from a fully remote team of approximately 50 employees, working in Microsoft 365, Intune, Defender, Entra ID, Monday.com, and Make.com.
- Provision and offboard user accounts, manage license assignments, and assist with day-to-day access requests under the IT Manager's direction.
- Perform routine identity verification and password reset procedures consistent with the firm's security SOPs.
- Document recurring issues into SOPs and update existing documentation as workflows change.
Support the firm's Microsoft 365 administration cycle and grow into ownership of individual tasks.
- Support the IT Manager on the recurring Microsoft 365 administration cycle (Microsoft Daily Alerts review, spam exceptions, External Sender Banner sync, M365 change review, outdated apps blocking, and contractor onboarding).
- Progressively take ownership of individual Microsoft 365 administration tasks as competence grows, with explicit handoff from the IT Manager.
- Maintain technical documentation related to system configurations, procedures, and troubleshooting steps.
Support the firm's security and compliance routine.
- Perform first-pass review of routine alerts (sign-in anomalies, user-reported phishing, device compliance) and escalate as the IT Manager's playbook directs.
- Support recurring compliance documentation tasks (banner exemption changes, device audit logs, weekly monitoring records).
- Execute repetitive security tasks under standard operating procedure, including password resets following identity verification and contractor access provisioning.
Build internal automations and AI tooling.
- Identify opportunities to reduce repetitive IT work through scripting, Make.com scenarios, and AI agents on the firm's Claude API.
- Scope, build, and ship small automation projects under the IT Manager's review.
- Bring outside curiosity into the role and pitch tools, agents, and scripts that the IT Manager and the AI Builder team can adopt or extend.
Qualifications
Required Soft Skills:
- Enthusiasm, integrity, and a commitment to live out the organization's five core values of transparency, collaboration, curiosity, visionariness, and hustle.
- Self-directed in a fully remote environment, with the discipline to manage your own time, communications, and follow-up without daily supervision.
- Intellectually curious, with the ability to learn new tools, platforms, and processes on the job.
- Patient and clear when helping non-technical teammates work through technical problems.
- Comfortable receiving direction, asking clarifying questions, and surfacing issues early rather than late.
Required Hard/Technical Skills & Abilities:
- Microsoft 365 at a working user level (Exchange Online, SharePoint, Teams), with willingness to grow into administration under supervision.
- Familiarity with Entra ID (Azure AD) concepts, including user provisioning, group membership, and basic role assignment.
- Basic scripting ability in PowerShell, Python, or a comparable language. The ability to read, modify, and write small scripts is required; full software development experience is not.
- Demonstrated experience using AI tools (Claude, ChatGPT, Cursor, Microsoft Copilot, or similar) to build at least one functional artifact, including but not limited to an agent, automation, chatbot, script, or small application. Hobby, school, internship, and prior-job projects all qualify.
- Strong written and verbal communication, sufficient to interact daily with non-technical teammates across Teams, Monday.com, and Outlook.
Education, Certification & Experience Requirements:
- Associate's degree, bachelor's degree, technical bootcamp, or equivalent self-directed coursework in computer science, information technology, systems engineering, cybersecurity, or a related field. Equivalent demonstrated experience is acceptable in lieu of a degree.
- Zero to two years of professional IT experience. Helpdesk, MSP, IT support internship, or comparable hands-on experience preferred but not required.
Preferred Skills (for bonus points!)
- A Microsoft fundamentals certification (MS-900, AZ-900, SC-900, MD-100, or similar).
- Prior helpdesk, MSP, or IT support experience.
- Familiarity with Make.com, Monday.com, Power Automate, or another workflow automation platform.
- Exposure to SEC-registered RIAs or other regulated environments.
- Claude Cowork and/or Claude Code, or Codex, as part of your daily toolkit.
Compensation
Compensation for this role is $50,000 per year. Additionally, the firm offers a generous benefits package that includes, among other benefits, flexible PTO, fully subsidized healthcare, a 401(k)-matching program, and an Employee Stock Ownership Plan at no cost to you.
Dew Wealth Management is an Equal Opportunity Employer. Please submit all inquiries to [email protected] -- there is no guarantee that you will be followed up with properly except by applying through the external site provided.
Job Type: Full-time
Pay: $50,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Professional development assistance
Work Location: Remote
