Service Desk Engineer

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

Wealthspire is seeking a highly skilled Service Desk Engineer / Senior Service Desk Engineer to support Microsoft 365, end-user computing, identity, and collaboration services across the organization. This role provides advanced end-user support, leads complex troubleshooting and root-cause analysis, resolves the majority of user issues independently, and partners closely with Infrastructure, Security, and Identity teams to drive timely resolution of escalated or recurring problems. The Service Desk Engineer / Senior Service Desk Engineer plays a critical role in maintaining a reliable, secure, and productive end-user environment while contributing to operational maturity, technical standards, knowledge development, and continuous service improvement.

Work Location: We are seeking candidates located within the Eastern or Central time zones. Individuals who live near one of our office locations will work in a hybrid environment. For candidates who are not located near an office, remote work may be considered, with periodic travel required as needed.

Key Responsibilities:

End User Support

• Resolve complex Service Desk tickets related to Microsoft 365, Windows devices, and collaboration tools, including issues that require deeper technical troubleshooting and cross-team coordination.
• Troubleshoot Outlook, Exchange Online, Teams, SharePoint, OneDrive, and desktop application issues, performing root-cause analysis and driving issues through resolution.
• Provide clear communication, sound judgment, and timely follow-up to users throughout the ticket lifecycle, including for high-impact or recurring issues.
• Deliver professional, high-quality support to business users, including executives when required, while serving as a technical resource and mentor for peers.

Identity & Device Support

• Support user onboarding, offboarding, and access changes in Entra ID (Azure AD), helping ensure accuracy, timeliness, and alignment with established controls.
• Troubleshoot MFA, sign-in, and access issues; identify patterns, recommend corrective actions, and collaborate with Identity and Security teams on conditional access or policy-related issues when appropriate.
• Support Intune-managed Windows devices, including compliance issues, application installs, device configuration, and advanced endpoint troubleshooting.

Operational Support

• Document troubleshooting steps, resolutions, root-cause findings, and escalation details accurately in the ticketing system.
• Contribute to knowledge base articles, standard operating procedures, and support documentation to improve consistency, knowledge sharing, and service quality.
• Follow established incident, change, and security processes in a regulated environment, applying sound judgment and escalating risk appropriately.
• Assist end users during tenant transitions, acquisitions, divestitures, and device refresh activities, while helping identify opportunities to reduce disruption and improve execution.
• Participate in day-to-day technology operations and contribute to service improvements, recurring issue reduction, and operational maturity initiatives.
• Collaborate closely with Infrastructure, Security, and Identity teams to resolve complex issues, improve support standards, and strengthen the end-user computing environment.

Qualifications:

• 5–8+ years of Service Desk, End User Support, or End User Computing experience in a corporate environment; broader experience may be considered for a Senior Service Desk Engineer scope.
• Strong hands-on experience supporting Microsoft 365 (Outlook, Teams, SharePoint, OneDrive) in an enterprise environment.
• Working knowledge of Entra ID (Azure AD), MFA, and user access troubleshooting, with the ability to investigate complex authentication and access issues.
• Experience supporting Intune-managed Windows endpoints, including device compliance, configuration, and application support.
• Ability to resolve most issues independently, exercise sound technical judgment, and coordinate effectively across teams when deeper expertise is required.
• Strong customer service, documentation, communication, and organizational skills, with the ability to mentor peers and support operational consistency.
• Experience in financial services or other regulated environments preferred.

What Makes This Role Unique:

• Exposure to enterprise Microsoft 365 environments, end-user computing technologies, and real-world change initiatives.
• Collaboration with Infrastructure, Security, Identity, and Operations teams.
• Opportunity to expand technical ownership, deepen engineering capability, and contribute to specialized areas over time.

Future Scope / Growth Responsibilities:

• Lead or contribute to service improvement initiatives that enhance end-user experience, support quality, and operational efficiency.
• Expand ownership of recurring problem analysis, documentation standards, and cross-functional process improvement efforts.
• Provide increasing technical guidance, mentoring, and support readiness recommendations across the Service Desk function.
• Partner more broadly with Infrastructure, Security, Identity, and other technology teams as business and operational needs evolve.

What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $65,000 – $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.