Virtual Client Information Officer (vCIO)
Charles IT
Job Description
Job Description
Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive
We are seeking a highly qualified Virtual Client Information Officer (vCIO) to join our team. This strategic role serves as the primary liaison for assigned clients, addressing both technical escalations and business objectives. The ideal candidate will be client-focused, collaborative, exceptionally organized, and detail-oriented.
Responsibilities
- Act as a strategic advisor, aligning client technology with business goals.
- Deliver executive-level insights and communicate effectively with both technical and non-technical stakeholders.
- Ensure client environments are secure, scalable, and optimized for performance and growth.
- Develop IT roadmaps, lead business reviews, manage budgets, and uphold compliance standards.
- Build and maintain strong client relationships, serving as the primary point of contact and escalation.
- Mentor internal team members and foster collaboration across departments.
- Identify gaps and partner with technical teams to scope and prioritize initiatives.
- Ensure alignment with industry best practices and regulatory requirements.
- Other duties as assigned
Requirements
- 5+ years of experience in IT consulting, account management, or technical leadership, ideally within the MSP space.
- Proven success in strategic IT planning, budgeting, and engaging with C-suite stakeholders.
- Strong business acumen with the ability to align technology with business strategy.
- Industry certifications (e.g., MCSA, VCP, CCNA) are a plus.
- Proficiency with ConnectWise, Cisco, Meraki, Datto, VMware, Office 365, and advanced Mac OS support preferred.
- Excellent multitasking, prioritization, and follow-through in a fast-paced, collaborative environment.
- Highly organized, detail-oriented, and self-motivated with minimal supervision.
- Expected schedule of approximately 47 hours per week, including occasional evening client dinners and events.
- Must be able to pass a background check and hold a valid U.S. driver’s license.
Benefits
Charles IT offers a competitive benefits program including Medical, Dental, Vision, Life, Disability, Paid Holidays, PTO, 401K, and bonuses. In addition, we offer free dry cleaning, a fully stocked break room, Friday team lunches, paid training, team-building outings every quarter, professional development and so much more!
Our Commitment to Inclusion:
Charles IT is committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected category. We welcome and encourage diverse perspectives.
The information contained in this job description is for compliance with the American with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position. Additional duties may be required.
- ...Virtual Client Information Officer (vCIO)Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thriveWe are seeking a highly qualified...Virtual
- ...Rhode Island is looking for a passionate individual to engage with clients, assess their financial needs, and cultivate lasting... ...advancement based on your performance. Daily tasks include conducting virtual consultations and completing administrative duties. Ideal candidates...VirtualRemote jobImmediate startWork from homeFlexible hours
- ...Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-ups...VirtualFull time
- ...insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and warm leads—NO COLD...VirtualFull time
$130k - $225k
Virtual / Canton, MA / Andover, MA / Portland, ME / Providence, RI... ...CT / Northampton, MAStrategy Office - Business Development /Full-... ...make a lasting impact on our clients, communities, and the planet.... ...comprehensive benefits package. For more information about our benefits &...VirtualHourly payFull timeWork at officeRemote workFlexible hours- ...Chief Information Officer Application Deadline: 11 September 2026 Department: Operations Employment Type: Full Time Location:... ...initiatives, and create lasting improvements that support employees, clients, and the community. ~ Comprehensive medical and dental...Full timeFlexible hours
- ◾Educate union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide tailored coverage recommendations that meet each family's needs ◾Build and...VirtualFull time
$46.6k - $116.4k
...Client Services ManagerSimpson Healthcare, an established scientific... ..., and a host of other live & virtual events.In this role, you'll... ...skilled at using Microsoft Office (Excel, PowerPoint, Outlook,... ...policy for candidate fraud. All information and credentials submitted in...VirtualFull timePart timeWork at officeImmediate startRemote workWorldwide$117 per hour
...supplemental income , Headway supports secure virtual and in-person care for solo providers and... ...your practice with insured mental health clients. What Headway Handles for You Free... ...practice partner and administrative back-office assistance. Requirements Licensure:...VirtualBi-weekly payHourly payExtra incomeFull timePart timePrivate practiceRemote workFlexible hours$117 per hour
...supplemental income , Headway supports secure virtual and in-person care for solo providers and... ...your practice with insured mental health clients. What Headway Handles for You Free... ...practice partner and administrative back-office assistance. Requirements Licensure:...VirtualBi-weekly payHourly payExtra incomeFull timePart timePrivate practiceRemote workFlexible hours$117 per hour
...reimbursement rates, and start seeing covered clients faster — all on a free, all-in-one... ...or supplemental income, Headway supports virtual and in-person care for solo providers and... ...Support: Dedicated practice partner and back-office support Requirements Fully licensed...VirtualBi-weekly payHourly payExtra incomeFull timePart timePrivate practiceRemote workFlexible hours$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...opportunities with promotion from within Supportive and collaborative virtual team environment Qualities We Value Willingness to learn...VirtualRemote jobWork from homeFlexible hours- ...feeling like you are working alone. We are seeking enthusiastic, people-oriented individuals to join our supportive virtual community. You will help clients find the ideal options for their needs while working alongside a team that values camaraderie, encouragement, and...VirtualRemote workWork from home
- ...alumni in 130 countries pursuing careers worldwide. For more information, visit jwu.edu.Strategic Vision JWU’s 10-year strategic plan,... ...for Vice President of Information Technology/Chief Information Officer The university is seeking an exceptional executive to serve as...Immediate startWorldwide
- ...In this remote entry-level role, you’ll connect with potential clients and walk them through strategic financial plans. We provide the... ...prospective clients via direct outreach and networking. Host Virtual Meetings: Assess client financial situations and long-term...VirtualRemote job
$1,000 - $2,000 per month
...anywhere. This opportunity allows you to earn $1,000-$2,000 monthly by providing personalized benefits solutions to clients. Key responsibilities include virtual conversations with clients, presenting insurance products, and fostering long-term client relationships....VirtualPart timeRemote work- ...Chief Information Officer (CIO) Are you a visionary technology leader who thrives on building secure, reliable, and high-performing technology environments? Join East Bay Community Action Program (EBCAP) as our next Chief Information Officer (CIO) and play a pivotal...
$75k - $250k
...Keep up to 90% commission. No cap, no franchise fees. Fully virtual brokerage - work from anywhere. Broker support available when... ...Negotiate contracts and close deals. Build and maintain your own client base. Income Potential $75,000 - $250,000+ per year. Top...VirtualLocal area- ...multi-faced orgiansation into Information Technology Custom Learning... ...of industry knowledge to each client and operate in a manner that... ...of delivery centres,support offices and Partners across India, Asia... ...teams, and communicate using virtual communication tools (phone, conferencing...Virtual
$75k - $160k
...Core Responsibilities: Consult with potential and current clients to secure life insurance coverage based on their needs Virtually meet with individuals who have requested life insurance information (no cold calling) via our proven lead system Manage sales administrative...VirtualFull timeFor contractors$27 - $41 per hour
...financial experts, serving in-person and virtual customers who use Intuit TurboTax products... ...play a key role in growing TurboTax’s client base within the local community, attracting... ...comfortable working onsite at a TurboTax office location, primarily between the hours of...VirtualWork at officeLocal areaMonday to Friday- A financial services firm is seeking passionate individuals for a remote role. You will conduct virtual consultations, assess client needs, and foster relationships, all while enjoying flexibility in your work schedule. The position emphasizes growth opportunities without...VirtualRemote job
- ...increase their performance through data-informed insights and streamlined digital solutions... ...-centric thinking, working closely with clients to understand and address their growth... ...qualifying leads through calls, emails, and virtual meetings. This role involves presenting...VirtualPart timeRemote work
- ...Responsibilities Develop a steady stream of prospective leads through direct networking and social channels. Conduct virtual consultations to analyze client financial profiles and goals. Design and present tailored financial plans and product packages. Build...VirtualWork from home
$87k - $115k
...family-owned business with 45 offices that has been shaping... ...to understand and can convey information clearly. You’re a strong problem... ...interests of both Gilbane and the client in all matters as well as... ...provisioning and management of virtual machines and virtual networks...VirtualFor contractorsWork at office$50k - $70k
...Description Personal Lines Client Service Manager Patriot Growth... ...Proficiency with Microsoft Office Suite and related technology... ...5:00 PM, including required virtual Thursday evening and Saturday... ...status, disability, genetic information, pregnancy, or any other protected...VirtualFull timeTemporary workWork at officeLocal areaAfternoon shift- A financial services firm in Pawtucket is seeking a motivated individual to conduct virtual consultations with clients and assess their needs. The role offers flexibility, allowing you to work from home with a focus on building lasting relationships. Additional incentives...VirtualRemote jobWeekly payWork from homeFlexible hours
$100k
...with an immersive one-month virtual classroom experience, where you... ...retirees make confident, informed financial decisions, to improve... ...important financial decisions their clients will make.What you can expect... ...program.Established Loan Officers in our program routinely earn...Virtual- ...Will maintain an effective therapeutic relationship with eligible clients fully guided by professional ethics throughout the course of... ...Flexible: Not AuthorizedTelework: Ad hocVirtual: This is not a virtual position.Functional Statement #: PD47394A and PD43860ARelocation...VirtualMonday to FridayFlexible hoursWeekend workAfternoon shift
$5,000 per month
...skills and empathy truly shine, Office Location: Providence, RI... ...programs such as Noom, SkinIO (Virtual Skin Cancer Screening), childcare... ...will: Providing 1:1 care for client following client's plan of... ...for established goals and informing physician, case manager, and...VirtualPart timeWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Virtual Client Information Officer (vCIO). Be the first to apply!
- virtual interview Providence, RI
- virtual bookkeeper no experience Providence, RI
- virtual Providence, RI
- virtual nurse educator Providence, RI
- flexible virtual Providence, RI
- virtual work from home Providence, RI
- remote virtual Providence, RI
- work at home virtual call center Providence, RI
- virtual education Providence, RI
- part time virtual Providence, RI






