Senior Director, Information TechnologyInformation 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 Securityis responsible forleading the firms technology strategy infrastructure and cybersecurity program. This rolereports to the Head of Technology (CIO) andoversees 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 firms businessobjectives 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 firms 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 firms 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

• 812 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 tooperateboth 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 mindsetappropriate fora 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.