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

L eadership 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

S uccess 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…