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Tech Stack
Tools & technologiesAzureCloudCyber Security
About the role
Key responsibilities & impact- Lead all IT-related projects, including system implementations, upgrades, and integrations
- Serve as the technology lead for M&A activity, including due diligence and post-acquisition integration
- Partner cross-functionally to prioritize and deliver technology initiatives on time and within budget
- Implement best practices in project governance, documentation, and change management
- Further define and execute the firm’s IT and cybersecurity strategy aligned with business and growth objectives
- Serve as a trusted advisor to executive leadership on technology investments, risks, and opportunities
- Manage the annual IT budget, vendor strategy, and roadmap
- Evaluate and implement systems that improve operational efficiency, client experience, and scalability
- Own and continuously enhance the firm’s information security program
- Ensure compliance with applicable regulatory frameworks (e.g., SEC, FINRA, NIST, CMMC, cybersecurity guidance)
- Oversee risk assessments, vulnerability management, incident response, and business continuity planning
- Act as the primary escalation point for all security incidents and threats
- Manage relationships with external SOC and cybersecurity vendors
- Oversee day-to-day IT operations across infrastructure, applications, and end-user support
- Manage and hold accountable outsourced providers (Help Desk, NOC, SOC, MSP/MSSP) through SLAs and KPIs
- Ensure high availability, performance, and reliability of all systems
- Drive continuous improvement in service delivery and user experience
- Supervise internal SysAdmin resource and augment capabilities as needed
- Establish and maintain IT policies, procedures, and controls
- Ensure proper data governance, privacy, and protection of client information
- Support audits, regulatory exams, and third-party assessments
- Maintain documentation and reporting for executive leadership and board-level visibility
Requirements
What you’ll need- 8–12+ years of progressive IT leadership experience, preferably in wealth management, financial services, or regulated environments
- Proven experience leading both IT operations and cybersecurity functions
- Experience managing third-party IT vendors and outsourced service models
- Demonstrated success leading technology initiatives in growth-oriented or acquisitive environments
- Experience with M&A technology due diligence and integration strongly preferred
- Strong understanding of infrastructure, cloud environments (Azure), networking, and endpoint management
- Experience with cybersecurity frameworks (e.g., NIST, CIS, ISO 27001)
- Familiarity with financial services platforms (e.g., portfolio management systems, Dynamics CRM, custodial integrations)
- Knowledge of identity and access management, data protection, and incident response
- Strong leadership presence with the ability to operate both strategically and tactically
- Excellent vendor management and negotiation skills
- Ability to communicate complex technical concepts to non-technical stakeholders
- Highly organized with strong project management capabilities
- Hands-on, roll-up-your-sleeves mindset appropriate for a lean organization
Benefits
Comp & perks- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
IT leadershipcybersecurityproject governancechange managementrisk assessmentsvulnerability managementincident responsedata governancecloud environmentsinfrastructure
Soft Skills
leadership presencevendor managementnegotiation skillscommunicationorganizational skillsproject managementstrategic thinkingtactical executioncross-functional collaborationcontinuous improvement
Certifications
CISISO 27001NISTCMMC
