Director of Technology Operations, Wealth Management

Position Title: Director of Technology Operations, Wealth Management
Location: Chicago, IL (Onsite 5 days per week)
Position: Full-Time Direct Hire

Compensation: $150,000 - $180,000 base

Overview

TalentFish is casting a line for a Technology Operations Director to lead the operational backbone of a fast-growing wealth management technology organization. This is an onsite position in downtown Chicago. Candidates must be able and willing to work onsite 5 days per week.

This is a hands-on individual-contributor leadership role with no direct reports. You will work directly alongside the technology leader as a trusted right-hand partner, helping operate and scale technology across a growing portfolio of wealth-management firms.

• Our client is scaling rapidly through acquisitions, building the technology platform that powers a growing portfolio of RIA firms. Each acquisition brings new systems, teams, and expectations, and this role ensures the tech organization runs with discipline and clarity so the company can scale without losing speed, quality, or trust.
• This role goes well beyond traditional project management. You'll run the tech team's operating rhythm, manage IT finance and vendor relationships, drive cybersecurity and compliance readiness, and ensure every partner firm has a best-in-class technology experience. If you thrive at the intersection of strategy, operations, and execution, this role is for you.

This role leads in 4 key areas:

(1) Technology Operations and Project Delivery

(2) MSP and Vendor Management

(3) Cybersecurity Coordination

(4) Technology Onboarding of newly acquired RIA (Registered Investment Advisor) firms

What You ll Bring

• 8-10 years of progressive experience in technology operations, IT program management, infrastructure operations, or related strategic function.
• Experience managing IT budgets, cost allocations, or vendor financials.
• Track record of managing MSP or vendor relationships.
• Familiarity with cybersecurity programs, compliance technology, or IT governance.
• Strong project management skills comfortable owning quarterly Rocks (strategic priorities), milestones, and cross-functional delivery.
• Experience in RIAs, roll-ups or aggregators, wealth management, or multi-site environments.

What You'll Do

• Help shape technology departmental strategy and identify and drive priority strategic initiatives.
• Run the technology team's operating cadence meetings, reporting, planning cycles, and Rocks.
• Lead project management and oversight of quarterly Rocks and IT strategic initiatives.
• Own Technology's key reporting and stakeholder management activities.
• Manage IT finance, including budgeting, forecasting, and partner firm IT cost allocations.
• Oversee the MSP relationship performance, escalations, and continuous improvement.
• Support management and operations of the cybersecurity program.
• Lead new partner firm onboarding to MSP, compliance technology, and core IT services.
• Own the RIA technology experience and Net Promoter Score track, measure, and improve how partner firms experience the technology.
• Coordinate across product, engineering, and vendor partners to keep initiatives aligned and moving.
• Own work management and project delivery tooling evaluate, implement, and optimize the tools the team runs on.
• Manage inventory of PC hardware and peripherals.

Compensation and Employment
This role requires authorization to work in the U.S. without current or future visa sponsorship. The expected salary range for this position is $150,000 - $180,000 per year, depending on experience and qualifications. This role qualifies for full comprehensive employee benefits. TalentFish is committed to pay transparency and equal opportunity. The salary range provided is in compliance with applicable state and federal regulations. All offers are contingent upon the completion of a background check, which may include but is not limited to reference checks, education verification, employment verification, drug testing, criminal records checks, and any required certifications or compliance requirements based on the end client's background check policies and applicable laws.
TalentFish is an employee-owned company pioneering a new realm in talent acquisition. We are redefining IT staffing by evolving AI, video screening, and our unique platform. TalentFish focuses on providing the best employee, consultant, and client experience possible. At TalentFish we are an Equal Opportunity Employer; we embrace and encourage diversity.