SharePoint Online Developer to Architect Secure Sites for Financial Firm

Posted last week

Worldwide

Summary

## SharePoint Developer and Engineer (Contract) - Financial Firm

Help stand up a secure, intuitive, and scalable SharePoint Online environment to power our firm’s data, collaboration, and AI workflows. We’re migrating from Egnyte to SharePoint and need an expert to architect the right structure, lead a smooth migration, and deliver a best-in-class employee experience.

### Core Responsibilities
- Information Architecture and Build
  - Design a modern SharePoint Online structure (Hubs, Team/Communication sites) mapped to business units.
  - Configure document libraries, content types, metadata, and views; establish clear navigation and naming conventions.
  - Create branded landing pages and reusable site templates for consistency and scale.

- Security, Access, and Governance
  - Implement a least-privilege permissions model with Azure AD/SharePoint groups.
  - Define external sharing, sensitivity labels, DLP, retention, eDiscovery, and auditing; document governance.
  - Set up monitoring and an admin runbook for ongoing operations.

- Migration Execution (Egnyte → SharePoint Online)
  - Provide project guidance and hands-on support for the migration (CloudFuze in scope; a third-party partner assisting).
  - Ensure preservation of permissions, version history, and metadata; support deduplication and versioning policy.
  - Run a pilot migration (low-risk folder), resolve deltas (path length, illegal characters, broken links), and plan phased, weekend cutovers.
  - Validate post-migration integrity, permissions, and search indexing; deprecate legacy locations to ensure a single source of truth.

- Data Readiness and Findability
  - Implement metadata tagging standards and semantic findability.
  - Support prioritization logic for SharePoint → Databricks ingestion/processing; ensure data source integrations are production-ready and ingested.

- Employee Experience and Adoption
  - Build intuitive navigation and “Start Here” guides; tune Microsoft Search (bookmarks, verticals, Q&A).
  - Deliver owner/admin training, concise end-user guides, and thorough handover documentation.

- Integrations and Light Automation
  - Enable folder-based knowledge bases for AI workflows (Claude); align with Databricks access patterns.
  - Build quick wins using Power Automate/Lists (approvals, notifications); advise when SPFx/Graph is warranted.

### Required Skills and Experience
- 5+ years with SharePoint Online (modern): Hubs, Team/Communication sites, libraries, metadata, content types, site templates.
- Proven enterprise migrations to SharePoint Online using tools like CloudFuze:
  - Preserving permissions and version history
  - Resolving migration blockers and executing phased cutovers with rollback plans
- Strong Microsoft 365 security/compliance:
  - Azure AD/SharePoint groups, sensitivity labels, DLP, retention, eDiscovery, audit
  - External sharing policies and governance documentation
- Microsoft Search tuning and content indexing expertise.
- Power Platform proficiency (Power Automate, Lists; Power Apps a plus).
- Scripting/automation familiarity (PnP PowerShell); comfort with Microsoft Graph concepts.
- Excellent stakeholder communication, documentation, and training skills; bias to action and pragmatic decision-making.

### Nice-to-Have Qualifications
- SPFx (React) for custom web parts/extensions.
- Experience in regulated/data-sensitive environments (private equity, finance, healthcare).
- Records management and advanced retention policies.
- Prior work enabling AI/analytics workflows (LLM knowledge bases, Databricks-aware content strategies).
- Experience with multi-tenant/geo or complex permission models at scale.

### Engagement Details
- Contract: Part-time during initial build and migration (approx. 1–2 months), with potential extension.
- Deliverables: Architecture and governance plan, site templates, migration runbooks/reports, branded sites and navigation, validated security/search, training and documentation.

If you’re a SharePoint expert who can combine architecture, security, migration execution, and a great employee experience, we’d love to hear from you.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $30.00

    -

    $100.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Microsoft Azure
Microsoft Windows PowerShell
Activity on this job
  • Proposals:50+
  • Last viewed by client:yesterday
  • Interviewing:
    2
  • Invites sent:
    2
  • Unanswered invites:
    0
About the client
Member since Jul 16, 2018
  • United States
    New York3:18 PM
  • $154K total spent
    73 hires, 21 active
  • 4,486 hours

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