Strategist Technology Solutions

Bridgeville, PA - USA

Monthly Salary: Not Disclosed

Posted on: 12-10-2025

Vacancies: 1 Vacancy

Job Summary

In this role you will:

Administer the organizations Salesforce CRM managing configuration user permissions workflows reports and data integrity.
Act as the internal owner of large-scale technology rollouts upgrades and training efforts.
Manage technology projects ensuring on-time and on-budget delivery with aligned stakeholders. Lead internal tech initiatives collaborating with departments and vendors. Monitor industry trends to recommend strategic improvements.
Serve as an escalation point of contact for Help Desk Associate troubleshooting and resolving routine technical issues related to hardware software and networking. Quickly identify investigate research and provide solutions to user questions and problems.
Serve as the primary liaison to third-party security consultants and IT providers for audits penetration testing and remediation efforts. Maintain strong documentation of processes settings and technology vendor relationships.
Partner with operations compliance and leadership to evaluate and implement technology that supports scale security and an improved client experience. Identify opportunities to enhance systems or consolidate tools for greater efficiency and security.
Own and manage the firms internal cybersecurity program ensuring continuous alignment with best practices and compliance expectations Monitor for security threats maintain internal controls and procedures and coordinate periodic testing and incident response planning.
Collaborate with users to understand Salesforce needs build custom objects and ensure seamless integration with external systems.
Test Salesforce changes maintain user profiles provide training and ensuring accurate customer interaction captured by identifying and resolving data discrepancies.
Collaborate with internal teams to improve Salesforce adoption and streamline processes within the Salesforce platform.
Serve as administrator and internal point of contact for key software platforms (e.g. Microsoft 365 DocuSign password managers etc.).
Manage user provisioning software licenses integrations and day-to-day support for staff with IT vendors.

Requirements:

Bachelors Degree required in a STEM related field preferred.
Minimum of five (5) years of experience administering Salesforce required.
Minimum of two (2) years of desktop support experience required
Salesforce Certified Administrator certification preferred or obtained within twelve (12) months of employment required.
Experience working within finance industry preferred.

Summary:

Waldron is a boutique wealth management firm that advises a select group of multigenerational families business owners and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent goal-based investment management. Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barrons Forbes and the Financial Times.

At Waldron we offer our employees:

Comprehensive medical benefits
Dental and Vision coverage
Life Insurance
Short and Long Term Disability
401(k) Profit Sharing
Paid Time Off
Financial Planning Advice

Required Experience:

Manager

Waldron Private Wealth (Waldron) is looking for a Strategist - Technology Solutions to provide technology strategy services project management manage firm cybersecurity program and act as CRM administrator.In this role you will:Administer the organizations Salesforce CRM managing configuration user ...

In this role you will:

Administer the organizations Salesforce CRM managing configuration user permissions workflows reports and data integrity.
Act as the internal owner of large-scale technology rollouts upgrades and training efforts.
Manage technology projects ensuring on-time and on-budget delivery with aligned stakeholders. Lead internal tech initiatives collaborating with departments and vendors. Monitor industry trends to recommend strategic improvements.
Serve as an escalation point of contact for Help Desk Associate troubleshooting and resolving routine technical issues related to hardware software and networking. Quickly identify investigate research and provide solutions to user questions and problems.
Serve as the primary liaison to third-party security consultants and IT providers for audits penetration testing and remediation efforts. Maintain strong documentation of processes settings and technology vendor relationships.
Partner with operations compliance and leadership to evaluate and implement technology that supports scale security and an improved client experience. Identify opportunities to enhance systems or consolidate tools for greater efficiency and security.
Own and manage the firms internal cybersecurity program ensuring continuous alignment with best practices and compliance expectations Monitor for security threats maintain internal controls and procedures and coordinate periodic testing and incident response planning.
Collaborate with users to understand Salesforce needs build custom objects and ensure seamless integration with external systems.
Test Salesforce changes maintain user profiles provide training and ensuring accurate customer interaction captured by identifying and resolving data discrepancies.
Collaborate with internal teams to improve Salesforce adoption and streamline processes within the Salesforce platform.
Serve as administrator and internal point of contact for key software platforms (e.g. Microsoft 365 DocuSign password managers etc.).
Manage user provisioning software licenses integrations and day-to-day support for staff with IT vendors.

Requirements:

Bachelors Degree required in a STEM related field preferred.
Minimum of five (5) years of experience administering Salesforce required.
Minimum of two (2) years of desktop support experience required
Salesforce Certified Administrator certification preferred or obtained within twelve (12) months of employment required.
Experience working within finance industry preferred.

Summary:

At Waldron we offer our employees: