Choreo
Senior Director, Information Technology/Information Security
Charlotte, NC · Director
Sponsorship not specifiedDetected 28 days ago
AzureCloud PlatformsCybersecurityIncident ResponseComplianceCRMM&AVendor ManagementLeadership
About the role
- 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.
- 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.
Responsibilities
- Evaluate and implement systems that improve operational efficiency, client experience, and scalability
- Own and continuously enhance the firm's information security program
- 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
- Drive continuous improvement in service delivery and user experience
- 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
Requirements
- 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
- 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
- Technical Expertise
Nice to have
- Experience with M&A technology due diligence and integration strongly preferred
Compensation
- Manage the annual IT budget, vendor strategy, and roadmap
Company info
- With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
This listing is sourced directly from Choreo's careers page and normalized into a canonical job model.