Back to jobs

Senior Director, Information Technology/Information Security

Remote

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. 

Create a Job Alert

Interested in building your career at Choreo? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Please provide a range.

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Choreo’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.