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Choreo

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

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

ATS Keywords

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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