Director of Information Technology

Job Description:

We need A very senior (15 years) IT Director with at least 7 years of experience working with Salesforce and Workday is a big plus. This will be a key strategic leadership role responsible for driving technological innovation and digital transformation across the organization. They must have experience implementing and administering CRM applications in Salesforce. 7 years of Salesforce platform experience and Integration experience. *** The IT director will lead a small team in house and most of their responsibility will be managing vendors. We need candidates with experience managing medium size Capital Markets/Hedge Fund or Financial Services companies. Candidates out of Mega Banks won’t work.

Position Location

New York City. Hybrid working arrangement allowed.

Primary Responsibilities

The responsibilities of this position include but are not limited to the following:

Information Technology Strategy

• As part of the system infrastructure and application selection process, assesses foundational strategic business rules and transaction requirements; aligns requirements with information technology planning, research, and implementation solutions
• Investigates future technology solutions and aligns with strategic business current systems architecture and planning requirements
• Identify and prioritize technology investments for maximum business value
• Establish IT governance frameworks and architectural standards
• Lead change management for enterprise-wide IT initiatives
• Establish KPIs and metrics for measuring IT effectiveness
• Monitor industry trends to maintain competitive technology advantage
• Oversee IT portfolio management and project prioritization
• Develop IT policies that balance security, efficiency, and user experience
• Present IT strategy and updates to executive leadership and board
• Develop succession plans and career paths for key IT roles

Infrastructure and Systems Leadership

• Designs and tests system architecture, infrastructure, applications, and ongoing support model
• Ensures robust security measures are in place to protect data and systems integrity through regular security audits and developing necessary protocols
• Lead performance management, coaching, and skill development for direct reports.
• Manage resource allocation across multiple IT initiatives
• Mediate conflicts and resolve escalated technical issues
• Directs and coordinates standards, policies, and procedures related to Blue Meridian’s technology infrastructure
• Manage vendor and consultant relationships
• Balance tactical operations with strategic initiatives
• Build relationships with business stakeholders at all levels
• Develops annual technology budget, and determines the planned purchase of equipment, software, and services, monitors expenditures against budget

Technology Innovation

• Identify and evaluate emerging technologies and their potential applications within the organization, creating a roadmap for adoption that balances innovation with practical implementation.
• Create innovation labs and sandbox environments for testing new solutions
• Partner with stakeholders to leverage AI solutions for business objectives
• Present innovation roadmap to executive stakeholders
• Create innovation metrics and KPIs to measure success

Organizational Impact

• Increase staff satisfaction through digital experience improvements
• Reduce operational costs through automation and cloud optimization
• Enhance cybersecurity posture and reduce security incidents
• Drive efficiency through process automation and standardization
• Achieve cost savings through vendor consolidation and negotiations
• Improve employee productivity through modern workplace tools
• Decrease incident resolution time through improved processes
• Create data-driven insights for business decision making

Qualifications

Required

• At least 15 years of relevant professional experience, plus a bachelor’s degree or equivalent experience. 
• Experience implementing and administering CRM applications such as Salesforce. 7 years of Salesforce platform experience and Integration experience
• Application-related experience in maintaining and designing SharePoint Server sites and workspaces.
• Experience with Asana's API and integrations and scaling it across the organization
• Understanding of Asana governance and security
• Experience with integration and security of Workday HCM, Finance, and IT modules
• Expertise and continued learning in AI technology applications, data analytics, and automation.
• Strong understanding of cybersecurity principles and best practices.
• Strong interpersonal skills with a professional and genial demeanor, and the ability to work with people with different backgrounds and experiences.
• Willing to travel as needed