Director of Data and Technology

About the Role

We are seeking a Director of Data and Technology to lead the firm’s Information Technology (IT) function and serve as a strategic partner to the executive team. Reporting to the CEO, this individual will be responsible for establishing and executing a technology roadmap that aligns with business objectives, enhances operational efficiency, supports regulatory requirements, and positions the firm for long-term success.

The Director will oversee all aspects of technology strategy, operations, cybersecurity, digital transformation, and enterprise systems—while guiding the firm through modernization initiatives such as cloud adoption and the practical application of AI. This role requires a blend of technical expertise, desire to be hands-on, strategic insight, strong leadership capabilities, and the ability to influence outcomes across the organization. A good candidate will be a self-starter.

Key Responsibilities

Strategic Leadership & Planning

• Develop and execute a technology strategy aligned with firm-wide goals.
• Advise senior leadership on technology trends, risks, and opportunities.
• Maintain IT governance and policies that ensure operational resilience and regulatory compliance.

Technology Operations & Vendor Management

• Oversee and manage the firm’s Managed Service Provider (MSP) to ensure high‑quality delivery of infrastructure, support, and network operations.
• Ensure reliable infrastructure performance, system availability, and high-quality end-user support, and lead infrastructure modernization initiatives.
• Evaluate and manage technology vendor relationships, contracts, and SLAs.

Cybersecurity & Risk Management

• Continually evolve the firm’s cybersecurity program, including threat assessments, incident response, user awareness training, and business continuity planning.
• Ensure compliance with industry regulations and best practices for data protection.

Digital Transformation & Innovation

• Lead the firm’s digital transformation efforts, including cloud adoption, workflow automation, and the integration of practical AI solutions
• Drive initiatives that improve efficiency, data accessibility, and decision-making across the firm.
• Foster a culture of innovation and continuous improvement.

Systems Ownership & Enterprise Architecture

• Oversee the selection, implementation, and maintenance of all critical investment and enterprise systems, including:
• OMS/EMS
• Portfolio and risk management systems
• Data warehouses and analytics platforms
• Client-facing and investor-reporting technology
• Ensure system reliability, scalability, data quality, and integration across platforms.

Financial & People Leadership

• Collaborate with the CFO to Develop and manage the IT budget, including forecasting, cost control, and resource allocation.
• Provide leadership and cross‑department collaboration to advance firmwide technology adoption and process improvement.
• Promote strong communication, training practices, and cross-functional collaboration.

Qualifications

Education & Experience

• Bachelor’s degree in IT, Computer Science, Engineering, or related field; advanced degree or certifications (CISSP, CISM, PMP, ITIL) a plus.
• 7+ years of IT leadership experience, including senior management roles.
• Experience in financial services, asset management, or another regulated environment preferred.
• Proven ability to lead IT and data strategy.
• Experience managing relationships with MSPs and external technology vendors.

Technical Expertise

• Strong understanding of enterprise infrastructure, cloud environments, and modern networking.
• Hands-on knowledge of cybersecurity frameworks, risk management, and incident response.
• Exposure to AI/ML, workflow automation, enterprise data integration, and analytics tools.

Leadership & Management Skills

• Ability to translate complex technical concepts into clear business language.
• Demonstrated experience influencing executive stakeholders and driving firm-wide change.
• Strong vendor management, negotiation, and contract oversight skills.

Core Competencies

• Strategic thinking and executive presence.
• Excellent communication and interpersonal skills.
• Strong organizational and problem‑solving abilities.
• Focus on operational excellence, innovation, and security.
• Ability to thrive in a dynamic, fast-paced environment

Benefits

• 401(k)
• Dental Insurance
• Disability Insurance
• Travel Insurance
• Health Insurance
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Paid Holidays
• Paid Parental Leave
• Paid Time Off
• Professional Development Assistance (Education Assistance)
• Remote Flexibility
• Transit Pass and Qualified Parking Savings
• Bonus Program

How to Apply

Please submit your résumé and a brief cover letter to View email address on click.appcast.io.