Senior Director, Information Technology/Information Security

Choreo•Charlotte, NC

1d•Hybrid

About The Position

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.

Requirements

8–12+ years of progressive IT leadership experience, preferably in wealth management, financial services, or regulated environments
Proven experience leading both IT operations and cybersecurity functions
Experience managing third-party IT vendors and outsourced service models
Demonstrated success leading technology initiatives in growth-oriented or acquisitive environments
Strong understanding of infrastructure, cloud environments (Azure), networking, and endpoint management
Experience with cybersecurity frameworks (e.g., NIST, CIS, ISO 27001)
Familiarity with financial services platforms (e.g., portfolio management systems, Dynamics CRM, custodial integrations)
Knowledge of identity and access management, data protection, and incident response
Strong leadership presence with the ability to operate both strategically and tactically
Excellent vendor management and negotiation skills
Ability to communicate complex technical concepts to non-technical stakeholders
Highly organized with strong project management capabilities
Hands-on, roll-up-your-sleeves mindset appropriate for a lean organization

Nice To Haves

Experience with M&A technology due diligence and integration strongly preferred

Responsibilities

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
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
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 internal SysAdmin resource and augment capabilities as needed
Lead all IT-related projects, including system implementations, upgrades, and integrations
Serve as the technology lead for M&A activity, including due diligence and post-acquisition integration
Partner cross-functionally to prioritize and deliver technology initiatives on time and within budget
Implement best practices in project governance, documentation, and change management
Establish and maintain IT policies, procedures, and controls
Ensure proper data governance, privacy, and protection of client information
Support audits, regulatory exams, and third-party assessments
Maintain documentation and reporting for executive leadership and board-level visibility