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Senior Director, Information Technology/Information Security
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
Position Overview
The Director of Information Technology & Information Security is responsible for leading the firm's technology strategy, infrastructure, and cybersecurity program. This role reports to the Head of Technology (CIO) and oversees a hybrid IT operating model that includes internal resources and third-party service providers.
The Director will ensure that technology systems are secure, scalable, and aligned with the firm's business objectives, regulatory requirements, and growth strategy, including M&A activity. This individual acts as both a strategic advisor and hands-on leader, serving as the escalation point for all IT and security matters while driving key technology initiatives across the organization.
Primary Responsibilities:
Technology Leadership & Strategy
- 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
Cybersecurity & Risk Management
- 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
IT Operations & Vendor Management
- 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 internalSysAdminresource and augment capabilities as needed
Project Leadership & Execution
- 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
Governance, Compliance & Controls
- Establishand maintain IT policies, procedures, and controls
- Ensure proper data governance, privacy, and protection of client information
- Support audits, regulatory exams, and third-party assessments
- Maintaindocumentation and reporting for executive leadership and board-level visibility
Basic Qualifications:
Experience
- 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
Technical Expertise
- 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
Leadership & Soft Skills
- 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
Success Metrics
- System uptime, performance, and end-user satisfaction
- Security posture maturity and incident response effectiveness
- Vendor performance against SLAs
- Successful delivery of IT projects and integrations
- Audit and regulatory compliance outcomes
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- 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
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
