Job Description
About Berman McAleer
Berman McAleer is an independent wealth management firm based in Maryland with offices in New York and Florida. We focus on the total financial well-being of select families that choose to partner with us.
We care deeply about the personal and financial success of the clients we serve, and our decision-making reflects those priorities. We limit the number of new clients we accept each year and have taken the unusual step of closing to new clients on a number of occasions. To keep our interests aligned with those of our clients, our advisors are salaried instead of being incentivized with production or asset-based goals, and we eschew the use of any proprietary products or accounts.
What We Believe
- Our financial professionals act in our clients’ best interest – always – as fiduciaries.
- Clear, transparent, and unbiased information helps lead to the best decisions.
- We focus on multi-generational wealth management for high-net-worth individuals and families.
- Collaboration and teamwork yield the best advice and client experience.
About the Role
We are seeking a Workplace Technology Associate to join our team. The Workplace Technology Associate is the on-site technology specialist for our Timonium office. You will provide high-touch desk-side support, coordinate with our managed service provider (MSP) for service-desk and escalations and assist the CTO with technology implementations and continuous improvements.
Location: Timonium, Maryland
Work Environment: Full-time, In-office with some ability to work remotely, subject to approval
Salary Range: $70,000 - $100,000
Key Responsibilities
- Assist with rollouts and improvements (device deployments, standard configurations, process/tool enhancements) under CTO oversight.
- Contribute to responsible AI enablement (tool setup, access coordination, user onboarding, feedback loops) as initiatives mature.
- Support Microsoft 365 and collaboration workflows (Outlook, Teams, SharePoint/OneDrive basics and Zoom.)
- Triage, document, and escalate issues to the MSP; stay accountable for follow-through and clear user communication.
- Maintain IT inventory and lifecycle records; support onboarding/offboarding checklists and device preparation.
- Create and maintain practical documentation (how-to guides, quick fixes, standards).
- Operate with a security-first mindset appropriate for a wealth management environment.
- Provide responsive desk-side support for endpoints, peripherals, printing/scanning, and basic
- connectivity.
- Proactively ensure conference rooms and meeting technology are tested, ready, and supported during key meetings.
Who You Are
- Holds an associate or bachelor’s degree in IT or a related field, or equivalent practical experience; degree preferred.
- Comfortable supporting Microsoft 365 in an end-user environment with strong troubleshooting instincts.
- Excellent communicator with a service-oriented approach who keeps people informed and calm.
- Experienced with Entra ID (Azure AD), Intune or endpoint management, or similar administration tools.
- Familiar with Teams and SharePoint site hygiene and basic Zoom administration.
- Interested in continuous improvement, automation, and practical, safe adoption of AI tools.
- Experienced in financial services or a related industry preferred, including wealth management or banking.
What Success Looks Like at BMc
- Employees receive fast, respectful support, and issues are owned through resolution.
- Meeting spaces and collaboration tools are reliable, with minimal disruption, few surprises, and quick recovery when issues occur.
- Continuous, incremental improvements result in a smoother, more modern, and more secure workplace technology experience.
Why Join Us?
- Work with a firm that truly values its clients and employees. Our culture is built on trust, respect, and collaboration.
- Be part of a team that prioritizes quality over quantity.
- Enjoy a flexible work environment. We are in-office but offer remote flexibility when needed, and with department approval.
- A robust benefits package, a supportive and professional environment, and a salary commensurate with your experience, including:
401(k) with Employer Matching Contributions
100% Employer paid Health, Dental & Vision coverage for employees
Group Life & Disability Insurance Benefits
Paid Parental Leave & Dependent Care Flexible Spending Account
Minimum of 20 days Paid Time Off (PTO) plus 10 Paid Holidays
Half-Day Fridays, from Memorial Day through September
Gym Membership Discount
How to Apply
If you are a detail-oriented, professional looking to grow in a collaborative and high-performing environment, we’d love to hear from you! Apply today by submitting your resume and a note describing your desk-side support experience and one technology improvement or rollout you helped deliver. Please be advised that employment offers are contingent upon successful completion of a background check and social media screening conducted in accordance with company policy and applicable laws.