Business Systems
Manager

GDS Wealth Management is seeking a highly technical, systems-oriented Business Systems Manager to serve as the architect and long-term owner of our core client technology ecosystem.

With more than $1.8B in assets under management and a rapidly growing team, this position provides the opportunity to play a central role in ensuring our systems scale with the firm while remaining efficient, reliable, and aligned with how we serve our clients.

Your Impact

As the Business Systems Manager, you will lead the design, optimization, and governance of our Salesforce environment and its integration with HubSpot, Orion, and other key platforms.

You will serve as the technical backbone of our Digital Client Experience, ensuring Salesforce remains the firm’s “Golden Source” of truth. This role combines system architecture, automation, and data governance to support Advisors, Operations, Marketing, Compliance, and external technology partners.

Working alongside external implementation partners currently building and refining workflows, you will ensure continuity, knowledge transfer, and long-term system stability, with the expectation of transitioning to full internal ownership of systems and automation.

Applying Salesforce best practices alongside SEC considerations, you will deliver secure, scalable solutions that support complex financial data and enable long-term firm growth.

Key Responsibilities

CRM & Systems Ownership

• Own and manage Salesforce and HubSpot as core firm systems
• Maintain system architecture, configurations, fields, permissions, and overall platform health
• Ensure systems are scalable, secure, and aligned with advisor and client workflows
• Serve as the internal expert and steward of CRM strategy, governance, and data integrity
• Ensure system configurations align with data privacy expectations and regulatory requirements

Automation & Process Optimization

• Own and manage Salesforce and HubSpot as core firm systems
• Maintain system architecture, configurations, fields, permissions, and overall platform health
• Ensure systems are scalable, secure, and aligned with advisor and client workflows
• Serve as the internal expert and steward of CRM strategy, governance, and data integrity
• Ensure system configurations align with data privacy expectations and regulatory requirements

Collaboration, Support & Continuous Improvement

• Own and manage Salesforce and HubSpot as core firm systems
• Maintain system architecture, configurations, fields, permissions, and overall platform health
• Ensure systems are scalable, secure, and aligned with advisor and client workflows
• Serve as the internal expert and steward of CRM strategy, governance, and data integrity
• Ensure system configurations align with data privacy expectations and regulatory requirements