Chief Information Officer

Summary/Objective

Reporting to Executive Committee, the Chief Information Officer (CIO) is responsible for leading the firm's IT strategy and operations, driving innovation, and optimizing the firm's technology ecosystem. The CIO will oversee a team of IT professionals and be instrumental in building out capabilities that enhance efficiency, security, and client services. This role presents an opportunity to lead a high-impact IT transformation initiative, driving innovation and efficiency while working in a dynamic environment that allows for shaping the firm’s long-term technology strategy.

Essential Functions

• IT Strategy & Leadership: Develop and execute a comprehensive IT roadmap aligned with business goals, ensuring the firm's technology infrastructure scales with growth.

• Team Management: Lead and mentor a team of IT professionals, fostering a culture of innovation, collaboration, and excellence.

• Technology Consolidation & Integration: Evaluate and consolidate technologies across multiple affiliate companies to improve operational efficiency and data flow.

• Data & Business Intelligence: Oversee the development of a data warehouse and leverage Power BI to enhance internal decision-making and publish analytics into the client portal.

• Automation & Process Optimization: Identify opportunities to automate manual processes, reducing inefficiencies and improving service delivery.

• Zoho Ecosystem: Optimize the firm’s use of Zoho, ensuring seamless integration with the broader Microsoft technology stack.

• Security & Compliance: Establish and maintain robust security frameworks and compliance measures to protect client financial data.

• Infrastructure & Cloud Strategy: Develop and lead the firm’s infrastructure and cloud strategy ensuring scalability, reliability, and security.

• Vendor & Stakeholder Management: Collaborate with internal stakeholders and external vendors to implement best-in-class technology solutions.

Responsibilities & Duties

IT Strategy & Leadership:

• Review and adjust the IT roadmap in alignment with business objectives and growth strategies.

• Collaborate with executive leadership to ensure technology initiatives support business goals.

• Schedule regular brainstorming sessions to identify new technology trends and opportunities.

• Manage the technology budget, ensuring cost-effective allocation of resources while evaluating ROI for infrastructure, software, and innovation initiatives. 

Team Management

• Conduct meetings with the IT team to discuss progress, challenges, and priorities.

• Provide guidance and mentorship to team members, fostering a culture of continuous learning and innovation.

• Regularly assess team performance and provide constructive feedback.

Technology Consolidation & Integration

• Evaluate current technologies in use across affiliate companies for potential consolidation.

• Develop integration plans for consolidating technologies to enhance operational efficiency.

• Coordinate with affiliate companies to understand their technology needs and challenges.

Data & Business Intelligence

• Oversee the development and implementation of the data warehouse strategy.

• Review Power BI dashboards and reports to ensure they meet internal decision-making needs.

• Ensure analytics published in the client portal are accurate and provide value to clients.

Automation & Process Optimization

• Identify manual processes ripe for automation and outline a strategy for implementation.

• Regularly monitor service delivery metrics to identify areas for improvement.

• Facilitate workshops with teams to brainstorm automation ideas.

Zoho Ecosystem

• Meet with teams to evaluate the current use of Zoho and identify optimization opportunities.

• Ensure seamless integration between Zoho and Microsoft technology stack.

• Organize training sessions for staff to maximize Zoho's effectiveness.

Security & Compliance

• Conduct daily reviews of security protocols and compliance measures.

• Monitor potential security threats and compliance issues, taking proactive measures as necessary.

• Implement ongoing training for staff on security best practices and compliance requirements.

Infrastructure & Cloud Strategy

• Regularly assess the current IT infrastructure and cloud strategy for scalability and reliability.

• Lead discussions on cloud strategy enhancements and implementation.

• Collaborate with cloud service providers to optimize cloud solutions and negotiate contracts.

• Regularly seek feedback from team members and stakeholders to enhance the IT strategy.

• Stay updated on industry trends and emerging technologies to ensure the organization remains competitive.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education & Experience

• 15+ years of IT leadership experience, with at least 5 years in an executive or senior IT management role.

• Proven experience leading technology teams in financial services, tax, accounting, or wealth management industries preferred.

• Strategic mindset, strong leadership skills, and deep expertise in data-driven decision-making, automation, security, and IT governance.

• Strong background in IT strategy, digital transformation, and business process automation.

• Experience working with CRM Systems such as Zoho as well as experience with Microsoft Technologies such as Microsoft 365, Azure, and Power BI.

• Expertise in data warehousing, analytics, and business intelligence implementations.

• Knowledge of security, compliance, and IT governance best practices.

• Strong leadership, communication, and stakeholder management skills.

• Bachelor’s or Master’s degree in IT, Computer Science, Business, or a related field.

Travel

Minimal travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. 

Position Type & Expected Hours of Work

This is a full exempt position. For the first 6-9 months, an in-office presence is expected 98% of the time.  Normal business hours are 8am-5pm, Monday-Friday.  Some flexibility in hours and remote work may be allowed once established in the role.