Vice President, Technology & Information Security
Position Overview
The Vice President, Technology & Information Security leads the firm’s technology and information security strategy, overseeing technology operations, vendor relationships, project management, and cybersecurity. Reporting to the Chief Operating Officer, this role also serves as the firm’s Information Security Officer (ISO).
KEY RESPONSIBILITIES:
Technology & Operations
- Develop and execute the firm’s technology strategy and multi‑year roadmap
- Oversee internal technology resources and external vendors
- Lead enterprise technology initiatives and system conversions
- Monitor IT performance, KPIs, and budgets
- Partner with executive leadership to promote operational efficiency
Information Security
- Serve as the firm’s Information Security Officer
- Establish and maintain cybersecurity policies and controls
- Conduct security risk assessments and vendor diligence
- Lead incident response, business continuity, and disaster recovery
- Communicate risks to senior leadership and the Board
People Leadership
- Supervise and mentor Help Desk staff
- Support professional development and training
- Foster a collaborative, accountable culture
qualifications:
- Bachelor’s degree in Computer Science, Information Technology, or related field
- 7+ years of technology leadership experience
- Strong project management and cybersecurity expertise
- Knowledge of SEC, GLBA, FFIEC, and NIST standards
- Experience with FinTech platforms and software used in wealth management
- Prior managerial experience
- Excellent communication skills
Benefits:
- Competitive compensation and annual bonus opportunity
- 401k with employer contributions
- 100% company-paid employee health insurance
- Generous paid time off, including parental leave
- Education reimbursement
- Disability insurance
- Collaborative work culture
FLSA Status: Exempt
Reports to: Chief Operating Officer
R.M. Davis is an Equal Opportunity Employer
To apply, please submit a cover letter and resume to Denise Vigneault, Managing Director – Human Resources.