Chief Technology Officer

Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 65 countries. The Firm advises a diverse and global client base including many of the world’s largest companies. Formed by the mergers of several market-leading capital markets stakeholder engagement consultancies, Sodali is the largest global shareholder services firm in the world. The Firm operates out of three global headquarters in New York, London, and Sydney and is supported by 12 regional offices in major financial capitals around the world.

Sodali provides a full suite of shareholder, sustainability, and strategic communications advisory services that, together, enable the Firm to deliver clients differentiated insights, integrated expertise, and bespoke advice to address complex interconnected issues, identify and capitalize on strategic opportunities, and drive successful business outcomes.

Sodali’s services include:

• Shareholder Advisory services include M&A Advisory, Activism Preparation and Defense, Board Governance Services, Corporate Governance Advisory, Proxy Solicitation, Capital Markets Intelligence, Global Debt and Bondholder Services, and Stakeholder Research.
• Sustainability services include ESG Assessment, Strategy & Implementation, and Communications Advisory.
• Strategic Communications services include Corporate Communications, Financial and Transaction Communications, Investor Relations, Public Affairs and Campaigns, Crisis and Special Situations, and Research.

The Opportunity

The Chief Technology Officer (CTO) will be a strategic leader in Sodali’s growth strategy. This individual will work with the Global Heads of our core practices, Finance, People, Business Operations, and Data Analytics to unite our technology strategy and our core business lines to drive real impact in our approach to data security, infrastructure, innovation, and data commercialization, and align technology initiatives with our business priorities. In this position, the CTO will be involved in matters related to agentic security, Snowflake administration, Azure deployment, cloud services, RFP management and ISO 27001 and SOC 2 Type 2 audits. This role will lead the IT help desk team and office infrastructure teams globally.

This position is located in New York. Relocation assistance is not available for this position.

Key Responsibilities

• Implement best-in-class IT operations and infrastructure across the firm globally. This includes updating systems, cybersecurity, and setting global IT policies.
• Lead digital transformation, update infrastructure, strengthen cybersecurity, and enabling scalable systems that support Sodali’s worldwide footprint
• Drive security governance standards, including remaining aware of any regional shifts in compliance or security standards.
• Lead global IT improvement projects while adhering to regional compliance requirements.
• Improve resiliency and efficiency of current systems and infrastructure.
• Deploy Azure and cloud services with an eye for streamlining processes and procedures
• Coordinate with internal stakeholders regarding .
• Align technology strategy with overall business priorities, including staying agile as priorities expand with a high-growth organization.
• Champion innovation and emerging technology adoption — including AI and agentic systems — to create competitive advantage for the Firm.
• Partner with Data Analytics and practice leaders to identify and develop opportunities to commercialize Sodali’s proprietary data assets.

Qualifications:

• 12+ years of information technology experience, preferably in a high-growth, finance or professional-services environment.
• Bachelor’s degree in computer science, Information Technology, or a related field. Relevant certifications such as CISSP, PMP, or ITIL are preferred.
• Strong experience managing a Microsoft environment.
• Salesforce, NetSuite, and Snowflake Administration experience.
• Experience managing GPU infrastructure for LLM training and inference preferred.
• Proven success in developing and executing global, integrated strategies.
• Experience driving innovation programs and identifying data monetization or commercialization opportunities preferred.
• Experience managing integrations of mergers and acquisitions.
• Strong experience partnering with advisory and executive leadership teams.
• Track record of leading organizations through change, transformation, or scale.
• Strategic and creative, with a strong focus on execution.
• Exceptional communication and presentation skills; credible and influential at the executive level.
• Comfort working in fast-paced, evolving environments where priorities may shift.
• Proactive, self-starter, comfortable working in a flat organization.
• Willingness to travel domestically and internationally as required.

Sodali & Co is proud to be an Equal Opportunities Employer. We celebrate diversity and are committed to creating an inclusive environment where everyone feels valued and respected. We welcome applications from all qualified individuals regardless of race, color, religion, sex (including sexual orientation, gender identity, and pregnancy), national origin, age, disability, or veteran status. We are committed to providing reasonable accommodations to support candidates with disabilities or access needs throughout the recruitment process.