Wealth Management Firm

Overview

Well established Wealth Management Firm in Bellevue seeks a Director of IT to lead the IT Team, strategically directing all information technology functions across the firm.

Highlights

• Provide infrastructure oversight and vendor management in support of 9 office locations and 250+ employees
• The firm offers comprehensive wealth advisory services for high net worth clientele with a focus on financial planning, alongside four additional lines of business. also has 4 other business lines
• Member of the firm’s Executive Leadership Team reporting to the Chief Operating Officer
• Collaborative, entrepreneurial culture with an emphasis on continual improvement of systems and processes; initial projects include cloud migration, AI readiness, and cybersecurity
• $200,000+ compensation package including competitive base, performance based bonus and excellent benefits
• Opportunity to purchase equity and become an owner of the firm
• Hybrid culture (3x/week in the office)