Director of Technology Infrastructure

Boutique Wealth Management Firm


Set the mission, vision, and strategy of the IT Infrastructure to maximize the success of business and IT enterprise initiatives.
Architect and maintain the company’s technology infrastructure to ensure optimal performance, resiliency, security, and cost effectiveness of technology.
Build successful stakeholder relationships with other IT and business leaders by developing a clear understanding of business needs and ensuring cost-effective delivery of IT services to meet those needs. Link targeted business outcomes with the future-state business capabilities required to achieve them.
Manage the company’s Cybersecurity strategy roadmap. Maintain a Disaster Recovery strategy plan for critical systems and infrastructure.
Establish and maintain compliance with necessary IT policies and procedures for the smooth operations and recovery of the computing environment. Deploy and manage systems/ applications/monitoring processes and tools to proactively identify and resolve problems within the environment.
Oversee the monitoring, maintenance, testing and administration of all IT systems, to include applications, servers, storage, firewalls, switches, desktops, laptops, A/V equipment, and mobile devices. Implements upgrades needed to maintain service levels.
Maintain our VOIP solution and make recommendations for enhanced phone collaboration.
Be an escalation point for Tech Support including any issues related to the end-user computing environment (desktops, laptops, mobile devices, printers, applications, etc.). Ensure end-user needs are met in a timely and effective manner.
Manage ongoing strategic vendor partner relationships, including but not limited to MSP and MSSP relationships, and ensure timely and cost-effective delivery of services and products. Conduct vendor evaluations ensuring best in class technologies and partners.
Research and recommend new technologies, applications, hardware, etc. Provide direction on what emerging technologies should be incorporated into products and services to successfully deliver overall IT strategy. Maintain a comprehensive knowledge of current trends and developments in the industry.
Administer our O365 environment, including but not limited to Exchange Online, MS Teams, Azure Active Directory, and MS Dynamics 365.

Technical Skills:

Microsoft Windows Server 2012, 2016, 2019
Windows 10
Microsoft certifications i.e., MCITP, MCSE, etc. a plus
VMware in multiple host environments
Microsoft Active Directory
Remote desktop technologies (Citrix, VPN, VDI)
Cloud Services with preferred Azure
Office 365 (Azure Active directory, email, MS Teams, SharePoint, OneDrive, OneNote, Power BI, Power Automate, MS Office 365, conditional access policies)
CRM Dynamics 365
Strong understanding of networking and routing
Hardware: PC’s, laptops, printers, Nutanix servers, Cisco switches and Fortinet firewalls a plus
Knowledge of products like Varonis, Zscaler, Logic Monitor, Tenable, Digital Guardian, Global Relay, Zoom, MS SQL server, and PowerShell would be beneficial
Anti-Virus/EDR software
WAP implementation and troubleshooting
Good presentation skills to all levels, both technical and business


A bachelor’s or advanced degree in computer science, business information systems, or other computer related degree
10+ years’ experience helping to transform IT infrastructure
Proven experience in IT infrastructure management in a complex environment and a background in architecture, systems administration, network administration, cloud services, and storage administration
Leadership experience in directing, leading, and mentoring IT professionals
Solid project management skills and the ability to manage multiple projects concurrently
Demonstrates the business and financial acumen necessary to develop and present ideas and solutions in a clear, concise, organized manner
Strong written/verbal communication skills. Effective in influencing and negotiating to achieve amicable outcomes
Ability to effectively deal with work pressure, and maintain a composed and calm attitude
Ability to evolve and quickly learn bleeding edge technologies
Financial Services experiences a plus

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