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Serve as the technical platform owner for core endpoint platforms, including Microsoft Intune, Windows Autopilot, and enterprise patch management tooling (e.g., Action1, PatchMyPC, or similar) — covering day-to-day configuration, platform health, and administration. The employee-facing service experience remains with the Service Desk; this role owns the underlying platform.
Configure and maintain endpoint deployment profiles and provisioning workflows, including application packaging, deployment, and application push/self-service distribution through Microsoft Company Portal.
Own the enterprise patch and update strategy across the endpoint fleet, including patch cadence, testing, and rollout.
Support endpoint security baselines and compliance policies in partnership with the CISO and the cybersecurity team.
Perform engineering-level troubleshooting and remediation for endpoint platform issues (Intune, Autopilot, and patch management) that require configuration, systemic, or vulnerability-level correction — not routine end-user issues, which remain with the Service Desk.
Build and maintain endpoint automation (e.g., PowerShell, Intune remediation scripts) to reduce manual effort and recurring issues.
This role helps build and operate EP Wealth's branch reliability model, including proactive monitoring, technical acceptance standards, recurring issue remediation, vendor escalation, and post-cutover stabilization for new offices, office moves, and acquired partner integrations.
Configure and support network infrastructure for branch offices, including routing, switching, wireless, and SD-WAN/firewall platforms.
Support the migration of branch office networking, camera, and digital access systems from Meraki and Netgear to Ubiquiti as part of the Office of the Future initiative, as EP Wealth's new branch networking standard.
Support adherence to branch network standards and configuration requirements set by engineering leadership.
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Coordinate the technical work of third-party vendors performing physical rack-and-stack activities and assist with remote configuration.
Support carrier and network vendor technical escalation for connectivity issues.
Support branch monitoring, telemetry, and the branch uptime/reliability dashboard, and contribute to remediation of recurring connectivity issues.
Travel to branch offices (~25%, Regional) to support new-office network builds, on-site remediation, and technical validation, including M&A integration cutovers.
Support the network and connectivity workstream for partnership integrations, including access configuration, cutover support, and post-cutover stabilization.
Support Microsoft 365, Entra ID, and Azure administration, including Conditional Access, MFA, and PIM configuration, in partnership with the Microsoft Cloud & Identity platform team.
Maintain detailed documentation of system and network configurations, procedures, and troubleshooting/runbooks.
Support major incidents and emergency outages in accordance with business continuity and disaster recovery plans.
Support vendor management for assigned endpoint and network platforms and contracts.
Serve as the engineering-level escalation point for endpoint, network, and patch management issues that exceed Service Desk / Tier 1–2 capability — handling escalations that require engineering diagnosis, configuration, remediation, or systemic correction, not general front-line overflow.
Perform root-cause analysis and drive down recurring incidents through remediation and automation.
Provide technical risk assessment, implementation planning, and rollback planning for changes within scope, in line with EP Wealth's technical change authority model.
Support the implementation and operation of technical security controls on endpoint and network platforms, in partnership with the CISO and the cybersecurity team.
Microsoft Certified: Endpoint Administrator Associate
Microsoft Certified: Azure Administrator Associate
URSCA (UniFi Routing, Switching & Cybersecurity Admin) or UWA (UniFi Wireless Admin), or CCNA/Cisco Meraki certification
ITIL v4 Foundation
Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
Visit company websiteJobs and hiring trendsUSD 110000-125000 yearly / year
Full-time
Senior · 5+ years experience
Hybrid
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