Choreo
Financial Services
SeniorDirector,InformationTechnology/InformationSecurity
Neural analysis suggests this role is
optimal for Director candidates.
“Senior Director, Information Technology/Information Security at Choreo. Skills: Information Technology, Information Security, Cybersecurity, IT Operations. Define IT strategy. Execute IT strategy”
What You'll Achieve.
Improve operational efficiency; Improve client experience; Improve scalability; Ensure compliance; Align with business objectives; Align with growth strategy; High availability of systems; Performance of systems; Reliability of systems; Continuous improvement in service delivery; Continuous improvement in user experience; Deliver technology initiatives on time; Deliver technology initiatives within budget; Maintain IT policies; Maintain IT procedures; Maintain IT controls; Ensure data governance; Ensure data privacy; Ensure client information protection; Support audits; Support regulatory exams; Support third-party assessments; Maintain documentation for leadership; Maintain reporting for leadership; Maintain documentation for board; Maintain reporting for board
Industry & Context.
What They're Looking For.
Must Have
8–12+ years IT leadership experience, Experience leading IT operations, Experience leading cybersecurity functions, Experience managing third-party IT vendors, Experience leading technology initiatives in growth-oriented environments, Experience with M&A technology due diligence, Experience with M&A technology integration
Nice to Have
Wealth management experience preferred, Financial services experience preferred, Regulated environments experience preferred, M&A technology due diligence strongly preferred, M&A technology integration strongly preferred
What You'll Do.
Define cybersecurity strategy
Execute cybersecurity strategy
Advise on technology investments
Advise on technology risks
Advise on technology opportunities
Manage annual IT budget
Manage vendor strategy
Implement systems for efficiency
Implement systems for client experience
Implement systems for scalability
Enhance information security program
Oversee risk assessments
Oversee vulnerability management
Oversee incident response
Oversee business continuity planning
Act as escalation point for security incidents
Act as escalation point for security threats
Manage relationships with SOC vendors
Manage relationships with cybersecurity vendors
Oversee day-to-day IT operations
Oversee infrastructure operations
Oversee application operations
Oversee end-user support
Manage outsourced providers
Hold outsourced providers accountable
Ensure system availability
Ensure system performance
Ensure system reliability
Drive service delivery improvement
Drive user experience improvement
Supervise internal SysAdmin resource
Augment internal capabilities
Lead IT-related projects
Lead system implementations
Lead system integrations
Serve as technology lead for M&A
Conduct M&A due diligence
Manage M&A post-acquisition integration
Prioritize technology initiatives
Deliver technology initiatives
Implement project governance best practices
Implement documentation best practices
Implement change management best practices
Establish IT policies
Establish IT procedures
Maintain IT procedures
Establish IT controls
Ensure proper data governance
Ensure proper data privacy
Ensure protection of client information
Support regulatory exams
Support third-party assessments
Maintain documentation for leadership
Maintain reporting for leadership
Maintain documentation for board
Maintain reporting for board
How You'll Work.
Team & Collaboration
Cross-functionally prioritize initiatives; Cross-functionally deliver initiatives
Communication Scope
Communicate technical concepts
Process & Methodology
Project management capabilities, Project governance, Change management
Full Job Description
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 Op
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