Principal Technology Advisor - BEAM

United Methodist Communities•Neptune, NJ

About The Position

United Methodist Communities is hiring a Principal Technology Advisor for BEAM Advisors, based at its New Jersey home office, with periodic travel to client locations. The role serves as the primary technology advisor for assigned clients, building relationships with leaders, staff, boards, and strategic partners and providing ongoing consultative guidance tailored to each client's goals, operations, and technology needs. The advisor leads technology strategy, risk, and board advisory work, including assessments, cybersecurity scoring, budget analysis, IT structuring reviews, roadmaps, and staffing plans. The role advises executives and boards on cyber risk, breach readiness, AI governance, and vendor or affiliation diligence, and leads AI readiness and adoption initiatives. It also coordinates technology projects across Microsoft 365, cybersecurity, automation, data, and integrations. The position contributes to business development by expanding existing client relationships, developing new referral networks, preparing proposals, and representing BEAM through speaking and industry collaboration. It also helps develop reusable advisory resources and methodology, mentors BEAM specialists, and supports UMC's technology strategy and innovation in an advisory capacity. There are no help desk, on-call, or operational support duties.

Requirements

Bachelor's degree in information technology, business, healthcare administration, management, or a related discipline.
At least 7 years of progressively responsible experience in technology leadership, consulting, program or project management, IT operations, cybersecurity, digital transformation, or a related field.
At least 5 years owning executive-level relationships as a CIO, IT director, or senior consultant.
Ability to maintain any license, credential, or authorization required for assigned travel or client-site access.

Nice To Haves

Master's degree in business, information systems, healthcare administration, organizational leadership, or a related field.
Experience as a CIO, IT director, senior technology advisor, management consultant, or program leader.
Experience managing a portfolio of clients or business units.
Experience in senior living, aging services, healthcare, nonprofit, or another regulated and operationally complex environment.
Experience in an MSP or advisory firm.
Working knowledge of PointClickCare, MatrixCare, Yardi, or RealPage and resident call and safety systems.
PMP, ITIL, CISM, CISSP, CHCIO, Prosci, Microsoft, or a comparable technology, security, project management, or change management certification.

Responsibilities

Serve as the primary technology advisor for assigned clients and build trusted relationships with leadership, staff, boards, and strategic partners.
Lead regular client meetings, proactive communication, action planning, and follow-up.
Lead STRONG assessments, CIS-based cybersecurity scoring, budget analysis, and IT structuring reviews.
Develop client technology strategies, roadmaps, budgets, and staffing plans suited to each client's revenue and maturity.
Advise boards and executives on cyber risk, breach readiness, AI governance, and affiliation or vendor diligence.
Lead AI readiness, governance, and adoption initiatives, including policy development, use-case selection, and Copilot and AI literacy rollouts.
Coordinate and oversee technology initiatives involving Microsoft 365, cybersecurity, automation, data, and integrations.
Identify additional services for existing clients and develop new relationships through referral partners, associations, conferences, and professional networks.
Prepare proposals and project documentation and represent BEAM Advisors through speaking engagements, workshops, and industry collaboration.
Create reusable BEAM assets such as assessment templates, benchmarks, an AI governance toolkit, and playbooks, and help improve methodology and onboarding resources.
Mentor BEAM specialists as they join and support UMC's technology strategy and innovation work in an advisory role.