Director of Data and Technology

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., 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.

• 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

• 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