Senior Director, Information Technology/Information Security

Choreo

Director of IT & Information Security at Choreo overseeing cybersecurity and technology strategy for wealth management.

Posted 5/28/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

ATS Keywords

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Hard Skills

IT leadershipcybersecurityproject governancechange managementrisk assessmentsvulnerability managementincident responsedata governancecloud environmentsinfrastructure

Soft Skills

leadership presencevendor managementnegotiation skillscommunicationorganizational skillsproject managementstrategic thinkingtactical executioncross-functional collaborationcontinuous improvement

Tools & Technologies

Azureportfolio management systemsDynamics CRMcybersecurity frameworksSOCNOCMSPMSSPIT policiesdocumentation tools

Certifications & Qualifications

CISISO 27001NISTCMMC

Industry Keywords

wealth managementfinancial servicesregulated environmentsM&Adue diligenceclient experienceoperational efficiencythird-party assessmentscompliancedata protection

Tech Stack

Tools & technologies

AzureCloudCyber 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