Bartlett Wealth Management

About the Company

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management professionals will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management professionals will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning DISCLOSURE: The material presented by Bartlett Wealth Management is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Bartlett Wealth Management, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Bartlett Wealth Management expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Listed Jobs

Company Name

Bartlett Wealth Management

Job Title

CRM Systems Administrator

Job Description

**Job Title:** CRM Systems Administrator **Role Summary:** Manage and support the technical operation of the company’s CRM platform, ensuring data integrity, overseeing system integrations, and providing application and IT support. Act as primary liaison with the CRM provider’s MSP and collaborate with management and user groups to optimize workflows and client service efficiency. **Expectations:** - Maintain high availability and performance of the CRM system. - Ensure compliance with data governance standards. - Deliver timely technical support and resolve user issues. - Drive process automation and integration enhancements. - Communicate effectively with cross‑functional teams and external partners. **Key Responsibilities:** - Administer CRM user roles, permissions, and workflow configurations. - Coordinate with MSP for escalated issues and system upgrades. - Monitor and preserve data quality and governance compliance. - Support and troubleshoot API‑based integrations and ETL processes. - Develop and run scripts for task automation. - Manage network folder structures, permissions, and AD account tasks. - Provide Tier 1/Tier 2 support for applications and related systems. - Collaborate with stakeholders to design and implement efficient workflows. **Required Skills:** - Strong knowledge of Salesforce administration and customization. - Experience with scripting/automation (e.g., PowerShell, JavaScript). - Proficiency in Microsoft Active Directory and permission management. - Familiarity with API integrations, ETL concepts, and data mapping. - Competence with Adobe Acrobat and Microsoft Office Suite (Excel, Word, Outlook). - Excellent written and verbal English communication. - Strong problem‑solving, organizational, and prioritization abilities. - Ability to work independently and as a team player in a fast‑paced environment. **Required Education & Certifications:** - Bachelor’s degree in Information Technology, Business Administration, or related field (preferred). - 3–5 years of relevant experience, ideally in financial services/wealth management. - Salesforce Certified Administrator (required). - Salesforce Certified Advanced Administrator (preferred). - Salesforce Platform Developer I (highly desirable). - Experience with wealth‑management systems (e.g., Addepar, Redblack, Practifi) is a plus.

Cincinnati, United states

Hybrid

Junior

06-01-2026