IT Program Manager

Job Description

Job Description

About the role

We're looking for a seasoned IT leader who can own governance, risk, and compliance for a modern Registered Investment Advisor (RIA) environment-without managing a large internal team. You'll be the point person for policies, change control, vendor oversight (especially our MSP), and regulatory alignment (SEC / FINRA), ensuring our tech ecosystem is secure, efficient, and audit-ready.

What you'll do

• Own the policy lifecycle - Drive the creation, revision, and maintenance of IT policies, procedures, and documentation in close partnership with Compliance; champion adoption across the firm (10+ years of hands-on ownership).
• Keep operations compliant - Ensure day-to-day IT practices align with SEC , FINRA , and cybersecurity requirements, translating regulations into pragmatic operational controls (2+ years).
• Run change governance - Lead and enforce IT change management : review / approve non-standard software and hardware changes, distribution list updates, and security-sensitive requests; uphold strong separation of duties and traceability (6+ years).
• Oversee our core application stack - Provide governance across Salesforce , Microsoft 365 (no tenant admin required), Zoom (administer), and RIA-specific tools such as eMoney Advisor , Plaid , RIA Money Transfer App , and Airtable .
• Shape the roadmap - Partner with executive leadership to define the IT strategy and multi-year roadmap; deliver crisp briefings and presentations to senior stakeholders (2+ years of exec-level presentation experience).
• Lead MSP management - Hold our MSP accountable for cost, execution quality, and roadmap outcomes. Review agreements and SLAs, recommend / negoti-ate improvements, and conduct regular performance reviews and audits.
• Elevate our ecosystem - Evaluate and recommend technologies that strengthen security, increase efficiency, and improve compliance posture.
• Guide secure procurement - Coordinate with the MSP to assess, approve, and facilitate hardware acquisition aligned to business needs and security standards.
• Drive initiatives - Manage IT projects and implementation efforts in a fast-moving, growth setting; prioritize outcomes, metrics, and continuous improvement (4+ years).

What you'll bring

Nice-to-have extras

Where you've thrived

Candidates from peer investment managers are encouraged to apply. Experience at firms like Rockwood Capital (or similar) is a plus, not a requirement.

Why this role is compelling

Pay Details : $120,000.00 to $170,000.00 per year

Search managed by : Jeff Schweiger

Equal Opportunity Employer / Veterans / Disabled

Military connected talent encouraged to apply

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