ABOUT GDS WEALTH MANAGEMENT

GDS Wealth Management is an independent registered investment advisor based in Flower Mound, Texas. We serve families and business owners across the region with a team of roughly 50 professionals who take the fiduciary standard personally. Our culture is built on five values we actually use: Pursuit of Excellence, No Drama, Kaizen, Grit, and Excuses or Results. If you have led compliance somewhere that treated the function as a checkbox, this will feel different. Here the compliance program protects the client experience that our entire firm is built around.

THE OPPORTUNITY

You will serve as GDS's Business Systems Technology Manager with ownership of the firm's internal technology function. This role is responsible for the strategy, administration, and continuous improvement of the firm's business systems, technology vendors, and internal technology operations. While our outsourced managed service provider ("MSP") manages infrastructure and cybersecurity operations, you will own the relationship, hold vendors accountable, and ensure technology supports the firm's long-term business objectives.

You will serve as the firm's internal technology lead, partnering closely with consultants, vendors, and business stakeholders to ensure solutions are successfully implemented, documented, and optimized.

We are looking for someone with a builder's mindset who enjoys creating scalable processes, improving systems, and shaping how technology supports the business. As the firm grows, you will develop the internal technology function, mentor junior team members, and build a high-performing team over time.

WHAT YOU'LL OWN

Technology Strategy and Leadership

• Develop and execute GDS's technology roadmap, partnering with business stakeholders, implementation consultants, and technology vendors to deliver scalable solutions aligned with the firm's strategic and operational goals.

• Lead technology implementations from requirements gathering through deployment, including solution design, configuration, testing, user acceptance, documentation, and successful adoption.

• Assume long-term ownership of the firm's technology ecosystem, continuously optimizing business platforms, integrations, workflows, and processes to improve efficiency and scalability.

• Build and lead the internal technology function by establishing standards, governance, documentation, and repeatable processes while mentoring and developing junior team members as the firm grows.

• Foster a culture of accountability, continuous improvement, and practical problem-solving by identifying opportunities to leverage technology to better serve employees, advisors, and clients.

Business Systems

• Own the administration, optimization, and long-term strategy of HubSpot, Advyzon, and other core business applications.

• Design, build, and maintain workflows, automations, integrations, and system configurations that improve efficiency and reduce manual processes.

• Manage user provisioning, permissions, reporting, and data integrity while establishing standards for system governance and documentation.

• Identify operational inefficiencies and implement technology solutions that enhance the advisor, employee, and client experience.

• Continuously evaluate and improve business systems to ensure they remain scalable, reliable, and aligned with the firm's evolving needs.

Vendor and IT Management

• Own and manage the relationship with the firm's MSP, including performance management, service levels, technology initiatives, and strategic planning to ensure alignment with business objectives.

• Oversee technology vendors, software contracts, licensing, renewals, and service agreements across the firm's technology ecosystem.

• Coordinate technology operations, including user provisioning, access management, equipment lifecycle, onboarding, and offboarding.

• Partner with internal stakeholders and external vendors to support cybersecurity, business continuity, disaster recovery, and technology governance.

• Monitor the firm's technology environment, identify risks and opportunities, and drive continuous improvements to security, reliability, and operational effectiveness.

WHAT WE'RE LOOKING FOR

Required

• 7+ years of progressive experience in technology management, business systems, or IT leadership with hands-on ownership of enterprise technology platforms.

• Demonstrated experience leading and de