Senior Director, Information Technology/Information Security

Job Description

Company: Choreo

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

Source: BeBee