Senior Director, Information Technology/Information Security

About this role

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 Operations & Vendor Management

• Oversee day-to-day IT operations across infrastructure, applications, and end-user support

• Manage and hold accountable outsourced providers (Help Desk, NOC, SOC, MSP/MSSP) through SLAs and KPIs

• Ensure high availability, performance, and reliability of all systems

• Drive continuous improvement in service delivery and user experience

• Supervise internalSysAdminresource and augment capabilities as needed