Patrick Javier

Client Delivery Specialist - Associate - Full Time - Hybrid About the Role We’re partnering with our client, a fast-growing fintech firm, on a Client Delivery Specialist to join its Data Solutions Team in Salt Lake City, Utah. This role sets up and maintains the financial software applications the firm utilizes, assists clients with issues, works on special projects, and helps with ad-hoc tasks tied to building an innovative company. This position is a mix of finance and technology, ideal for someone who wants to grow their career at the intersection of both. Responsibilities

• Support financial reporting and data aggregation tools, including analyzing and explaining portfolio performance results
• Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections
• Perform analysis of private equity and hedge fund statements for input into the system
• Work with clients and partners to resolve data issues
• Help manage client onboarding, account setup and training, and day-to-day support and issue management
• Perform system setup and configuration, new client setup, and new financial account/asset classification
• Assist with data feed management
• Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues
• Work as part of a team to prioritize individual and shared work, ensuring projects are completed on time and to specification
• Support the development and adoption of policies, procedures, and controls

Qualifications

• 3–5 years of experience in a related field
• Bachelor's degree from an undergraduate program
• Excellent customer service skills and the ability to foster and maintain effective relationships
• Strong understanding of financial instruments
• Experience with RIA/wealth management policies, procedures, and client service
• Experience working with wirehouses or custodians
• Organized and self-motivated, with the ability to prioritize tasks and meet deadlines
• Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
• Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
• Strong MS Excel and PowerPoint skills; basic knowledge of database concepts and programming
• Working knowledge of Photoshop, HTML design, or similar tools a plus
• Knowledge of financial products and indices, including liquid investments (equities, bonds, ETFs, mutual funds, SMA/UMA) and alternative investments
• Understanding of performance reporting calculations and methodologies, portfolio management and rebalancing, and how family offices, RIAs, and investment advisors operate
• Strong critical thinking and problem-solving skills, with the ability to summarize information clearly and concisely, written and verbal
• Quick learner, able to adapt to an expanding environment

Compensation & Benefits This role offers a competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). Employees in this role work in the Salt Lake City, Utah office Monday–Thursday, with the flexibility to work remotely on Friday. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: https://bmarkits.com/privacy-policy/

Client Delivery, Addepar or Black Diamond Team Lead - Assistant Vice President -  Full Time - Hybrid About the Role We’re partnering with our client, a fast-growing fintech firm, on a Client Delivery, Team Lead Assistant Vice President who specializes in Addepar or Black Diamond. This role will oversee a team of client-facing reporting analysts and associates, coaching them through complex client issues, overseeing special projects and ensuring the team consistently delivers best-in-class service. The ideal candidate is comfortable in a dynamic, performance-driven, fast-paced environment, with deep knowledge of wealth management products and technology applications and the ability to develop talent in these areas. Responsibilities

• Lead a team and partner with senior management to prioritize individual and shared workloads, ensuring all projects are completed on time and to specification
• Oversee financial reporting and data aggregation activities, including analyzing and explaining portfolio performance results
• Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections
• Analyze private equity and hedge fund statements for input into the reporting system
• Partner with clients and internal teams to resolve data issues
• Develop and strengthen client relationships through onboarding, account setup, training, day-to-day support, and issue management
• Maintain software configuration, new client setup, financial account/asset classification, and data feed management
• Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues
• Establish operational effectiveness through development and adoption of policies, procedures, and controls

Qualifications

• 7+ years of experience in a related field
• 3+ years of hands-on experience with Addepar or Black Diamond required
• Experience managing a team;  providing feedback, coaching development, and escalating employee issues
• Experience with RIA/wealth management policies, procedures, and client service
• Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
• Excellent client relationship skills and the ability to foster and maintain effective partnerships
• Strong understanding of financial instruments
• Ability to think critically through complex performance reporting issues and best practices
• Well-organized and self-motivated, with the ability to prioritize tasks and meet deadlines
• Highly attentive to detail and accuracy while maintaining an organized approach to responsibilities
• Comfortable with technology and able to learn new software quickly; strong MS Excel and PowerPoint skills, with knowledge of database concepts and programming a plus

Compensation & Benefits This role offers a competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave and unlimited paid time off (PTO). Employees in this role work in the office Monday–Thursday, with the flexibility to work remotely on Friday. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: https://bmarkits.com/privacy-policy/

Lead Software Packaging Engineer – End User Computing - Remote

1+ Year Contract | Global Enterprise Environment | U.S. Citizenship Required

We’re seeking an experienced Lead Software Packaging Engineer for a long-term contract opportunity with a prestigious global organization. This is a hands-on technical leadership role for someone who knows enterprise application packaging inside and out and enjoys working in a large-scale, modern Microsoft endpoint environment.

Can be done remotely from within the US, East Coast work hours required.  

You’ll take ownership of application packaging and deployment across Windows 11, Microsoft Intune, and MECM/SCCM, while helping guide packaging standards, processes, and a team of experienced and developing engineers.

What You’ll Do

• Lead application packaging and deployment activities within a large global enterprise environment.

• Build, test, and maintain software packages for Windows 11 using MSI/MST, MSIX, INTUNEWIN, and related technologies.

• Work directly with application owners to gather requirements, assess packaging complexity, and develop deployment solutions.

• Create and manage application deployments using Microsoft Intune and MECM/SCCM.

• Support the continued migration of applications from MECM to Intune in a co-managed environment.

• Develop automation and packaging solutions using PowerShell.

• Troubleshoot application installation, deployment, Intune, and MECM client issues.

• Support phased enterprise application rollouts, upgrades, and retirement of end-of-life software.

• Help manage packaging standards, workflows, SLAs, and junior team members.

• Participate in Agile/Scrum planning and collaborate with engineering, application, QA, and business teams.

What We’re Looking For

• 9+ years of experience across enterprise software packaging, application deployment, and endpoint engineering.

• Strong hands-on experience with Microsoft Intune and MECM/SCCM.

• Significant experience packaging applications for Windows 11.

• Exceptional PowerShell skills.

• Experience creating packages using tools such as InstallShield, AdminStudio, Win32 Content Prep Tool, and Winget.

• Experience with MECM OSD Task Sequences and Intune Autopilot.

• Experience working in co-managed environments and migrating workloads/applications from MECM to Intune.

• Strong troubleshooting skills, including MECM and Intune clients, logs, application installations, and deployment failures.

• Knowledge of Windows troubleshooting and performance tools including Procmon, Perfmon, and Windows Performance Toolkit.

• Working knowledge of networking fundamentals including TCP/IP, DHCP, DNS, VPN, WAN/LAN, and Windows Server environments.

• Strong communication skills and the ability to manage multiple priorities in a large enterprise environment.

• Bachelor’s degree required.

Nice to Have

• Experience supporting macOS or Ubuntu/Linux endpoints.

• BASH, batch scripting, or additional programming/scripting languages.

• Enterprise privilege management experience using solutions such as Ivanti or Microsoft Intune.

• Advanced Windows endpoint engineering experience.

Why This Opportunity?

This is an opportunity to work on enterprise-scale endpoint engineering and application modernization for a highly respected global organization. You’ll be working with modern Microsoft technologies, helping move applications toward Intune and cloud-based management, while having a meaningful voice in how packaging and deployment are handled across the enterprise.

Contract Duration: 1 year+, with strong potential for extension

Eligibility: Due to the sensitive nature of the environment and data, U.S. Citizenship is required. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: https://bmarkits.com/privacy-policy/

Client Delivery Specialist - Associate - Full Time - Hybrid About the Role We’re partnering with our client, a fast-growing fintech firm, on a Client Delivery Specialist to join its Data Solutions Team. This role sets up and maintains the financial software applications the firm utilizes, assists clients with issues, works on special projects, and helps with ad-hoc tasks tied to building an innovative company. This position is a mix of finance and technology, ideal for someone who wants to grow their career at the intersection of both. Responsibilities

• Support financial reporting and data aggregation tools, including analyzing and explaining portfolio performance results
• Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections
• Perform analysis of private equity and hedge fund statements for input into the system
• Work with clients and partners to resolve data issues
• Help manage client onboarding, account setup and training, and day-to-day support and issue management
• Perform system setup and configuration, new client setup, and new financial account/asset classification
• Assist with data feed management
• Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues
• Work as part of a team to prioritize individual and shared work, ensuring projects are completed on time and to specification
• Support the development and adoption of policies, procedures, and controls

Qualifications

• 3–5 years of experience in a related field
• Bachelor's degree from an undergraduate program
• Excellent customer service skills and the ability to foster and maintain effective relationships
• Strong understanding of financial instruments
• Experience with RIA/wealth management policies, procedures, and client service
• Experience working with wirehouses or custodians
• Organized and self-motivated, with the ability to prioritize tasks and meet deadlines
• Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
• Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
• Strong MS Excel and PowerPoint skills; basic knowledge of database concepts and programming
• Working knowledge of Photoshop, HTML design, or similar tools a plus
• Knowledge of financial products and indices, including liquid investments (equities, bonds, ETFs, mutual funds, SMA/UMA) and alternative investments
• Understanding of performance reporting calculations and methodologies, portfolio management and rebalancing, and how family offices, RIAs, and investment advisors operate
• Strong critical thinking and problem-solving skills, with the ability to summarize information clearly and concisely, written and verbal
• Quick learner, able to adapt to an expanding environment

Compensation & Benefits This role offers a competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). Employees in this role work in the office Monday–Thursday, with the flexibility to work remotely on Friday. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: https://bmarkits.com/privacy-policy/