What are the responsibilities and job description for the Technology Strategy Manager position at OnePoint BFG Wealth Partners?
Location: Parsippany, NJ [On-Site Role]
Department: Technology
Reports to: Chief Technology Officer
Type: Full-time
About the Role
The Technology Strategy & Delivery Manager partners directly with the CTO to deliver on OnePoint BFG Wealth Partners strategic technology roadmap. This role blends operational delivery with strategic exploration — ensuring projects are executed effectively while identifying future opportunities to strengthen our technology, data, and security posture.
Ideal candidates thrive in dynamic environments, demonstrate strong initiative, and can build structure from ambiguity.
Key Responsibilities
Project Management & Delivery
- Plan, execute, and deliver concurrent technology initiatives across multiple platforms and departments.
- Manage project timelines, RAID logs, and stakeholder accountability.
- Partner with internal and external teams to ensure timely execution and alignment with firm priorities.
- Apply informed judgment when escalating or resolving blockers, balancing speed, security, and business impact.
Strategic Exploration & Innovation
- Collaborate with the CTO to evaluate and pilot emerging technologies that support scalability, security, or efficiency.
- Assess and implement platform integrations and automation opportunities, particularly within Microsoft 365, Salesforce, and Okta environments.
- Translate conceptual ideas into structured workstreams with measurable outcomes.
Cross-Functional Leadership
- Act as connective tissue between Technology, Data, Cybersecurity, and Operations functions.
- Lead coordination across teams to align roadmaps, capacity, and execution sequencing.
- Facilitate sprint cadences, prioritization meetings, and project retrospectives.
Cybersecurity & Governance Support
- Support execution of cybersecurity frameworks and controls aligned with NIST and internal policies.
- Partner with MSPs and vendors to ensure compliance, redundancy, and risk mitigation.
- Participate in entitlement reviews, vendor due diligence, and incident response readiness.
Reporting & Communication
- Deliver concise, executive-level updates on project progress, innovation efforts, and emerging risks.
- Maintain documentation of key decisions, lessons learned, and repeatable frameworks to improve team velocity and consistency.
Qualifications
Required
- 5 years of experience in technology implementation or project management within a professional services or financial environment.
- Demonstrated success managing cross-platform initiatives involving infrastructure, SaaS systems, or integrations.
- Strong interpersonal, communication, and executive presence skills.
- Comfort operating in ambiguity and structuring initiatives from concept to execution.
- Proficiency with Microsoft 365, Salesforce, Okta, Azure, and collaboration tools such as Asana.
Why Join Us
- Work directly with the CTO to shape OnePoint BFG technology strategy and roadmap.
- Blend execution with exploration — lead projects while driving innovation.
- Be part of a collaborative, high-performing team that values initiative, accountability, and continuous improvement.