Technology Liaison & Administrator

About the Company

Beech Hill Securities, Inc. is a professional services organization that supports internal teams, advisors, and clients through administrative, operational, and client service functions. The firm operates in a structured and regulated environment and partners with external service providers to deliver reliable, high-quality support.

About the Role

The Technology Liaison / Administrator serves as the central point of coordination for the firm’s day-to-day technology needs. Based in New York City, this role works closely with IT, Accounting, Compliance, employees, and external vendors to help ensure technology processes are organized, secure, well-documented, and aligned with the firm’s policies and regulatory requirements.

This role coordinates employee technology onboarding and offboarding, manages technology vendor documentation and renewals, maintains policies and procedures, and oversees recurring technology testing activities. The Technology Liaison / Administrator also serves as the primary point of contact for internal technology requests, ensuring issues are directed to the appropriate resources, tracked through resolution, and clearly communicated to employees.

Key Responsibilities

• Coordinate with IT, Accounting, and Compliance to support employee onboarding, including account provisioning, system access, and equipment setup.
• Manage technology-related offboarding activities, ensuring accounts are deactivated, equipment is recovered, and system and vendor access is revoked in a timely manner.
• Maintain accurate onboarding and offboarding checklists and records to support audit and compliance requirements.
• Maintain an up-to-date inventory of technology vendors, including key contacts and escalation paths.
• Track vendor agreements, renewals, and related addendums, ensuring records remain current and organized.
• Collect, review, and retain vendor SOC reports where applicable and coordinate follow-up on identified findings or exceptions.
• Establish, maintain, and update technology-related policies, procedures, and supporting documentation.
• Support Compliance with technology-related documentation requests during audits and regulatory examinations.
• Coordinate and execute required daily, monthly, and quarterly testing activities in accordance with established policies and procedures.
• Administer phishing testing campaigns, track results, and coordinate follow-up training when needed.
• Document testing results and escalate identified issues to IT and Compliance as appropriate.
• Serve as the primary point of contact for internal technology requests, coordinating with IT and external vendors and tracking issues through resolution.
• Communicate technology changes, outages, system updates, and other relevant information to affected employees.

Skills, Knowledge and Expertise

• Experience in technology administration, IT coordination, or a similar technology liaison role.
• Familiarity with employee onboarding and offboarding processes, including system access management.
• Experience coordinating with internal technology teams and external service providers.
• Experience with vendor management, including agreement and renewal tracking; familiarity with SOC report review is preferred.
• Understanding of technology policies, procedures, testing, and documentation practices.
• Experience in a regulated or compliance-driven environment is a plus.
• Strong organizational and time-management skills with excellent attention to detail.
• Clear written and verbal communication skills and the ability to work effectively across multiple functions.
• Ability to independently manage recurring schedules, deadlines, documentation, and follow-up activities.
• Sound judgment and discretion when handling sensitive information.

Core Competencies

Tech Savvy - Anticipating and adopting innovations in business-building digital and technology applications. You are comfortable working across technology functions and effectively coordinating systems, access, vendors, and technology-related processes.

Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organization goals. You effectively manage recurring testing schedules, employee lifecycle activities, vendor renewals, and documentation deadlines while keeping priorities organized.

Ensures Accountability - Holding self and others accountable to meet commitments. You maintain accurate records, follow established procedures, track open items through completion, and escalate issues when appropriate.

Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understand of the unique needs of different audiences. You communicate technology issues, changes, and requirements clearly to employees, internal teams, and external vendors.

Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. You work closely with IT, Accounting, Compliance, employees, and vendors to coordinate technology needs and support effective day-to-day operations.

Instills Trust - Gaining the confidence and trust of others through honesty, integrity and authenticity. You exercise discretion and sound judgment when handling sensitive employee information, technology access, vendor documentation, and compliance-related records.