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Our Client is seeking a Director of Technology who will lead their overall technology strategy, infrastructure, systems, cybersecurity, and digital transformation initiatives in support of a growing commercial finance and specialty lending platform. This role will partner closely with executive leadership and business teams to improve operational efficiency, strengthen data and reporting capabilities, enhance cybersecurity, and support scalable growth across the organization. The ideal candidate is both strategic and hands-on, with experience managing enterprise technology environments within financial services, lending, fintech, or other regulated industries. This individual will oversee day-to-day technology operations while driving long-term modernization, automation, and data initiatives across the organization.
Job Responsibility
Develop and execute the company's technology roadmap aligned with business objectives and growth initiatives
Serve as a strategic partner to executive leadership on technology planning, systems optimization, cybersecurity, AI governance, and operational scalability
Define and implement the company's AI usage policies, governance standards, and technology initiatives
Identify opportunities to automate workflows, improve reporting, and enhance operational efficiency across the organization
Evaluate and implement new technologies that support business growth and operational resilience
Effectively communicate strategies, opportunities, risks, project/program updates, issues, and go-forward options to senior management
Oversee company-wide laptop, mobile device, and end-user technology setup, administration, and lifecycle management
Provide and manage first-level technology support for all employees across the organization
Escalate and manage technology issues with external managed service providers, including primary oversight of the relationship with the company's MSP
Establish IT operational standards, documentation, and support procedures
Manage and optimize the company's Loan Management System (“LMS”), including oversight of future platform migration initiatives
Lead the migration of the existing LMS environment to a new enterprise platform
Evaluate existing internally developed Excel tools, specifically in VBA and manage the transition to scalable third-party or enterprise solutions where appropriate
Partner with business teams to improve workflows related to underwriting, collateral monitoring, reporting, treasury operations, and portfolio management
Manage integrations between internal systems, ERP platforms, reporting tools, banking systems, and third-party applications
Partner with TRUST team, providing technical services to enable Software-as-a-Service (SaaS) product operations and growth
Lead, hire, and manage (approved) staff, setting clear goals, managing performance, and fostering a collaborative, high-performing, and compliant work environment
Lead enterprise data analytics and reporting initiatives across the organization
Serve as the primary liaison between business users and technology/reporting platforms, including Power BI, ERP systems, and LMS platforms
Support data integrations, including TRUST and related reporting environments
Improve reporting accuracy, accessibility, automation, and operational visibility through enhanced business intelligence capabilities
Serve as the company's technology security lead and oversee enterprise cybersecurity initiatives
Develop and maintain cybersecurity policies, controls, monitoring procedures, and incident response protocols
Manage information security governance, risk mitigation, and technology controls
Coordinate cybersecurity initiatives with external vendors, consultants, auditors, and MSP partners
Ensure system reliability, disaster recovery preparedness, business continuity planning, and data protection standards
Support internal and external technology audits and compliance initiatives
Lead enterprise technology projects from planning through implementation
Manage relationships with software vendors, consultants, managed service providers, and fintech partners
including end-to-end contract negotiation, renewal management, and the establishment and monitoring of SLAs to ensure performance standards and alignment with business objectives
Establish project timelines, priorities, budgets, and success metrics
Ensure technology initiatives are delivered efficiently and aligned with business goals
Develop, manage, and forecast the IT budget, including project-level budget management, cost control, and variance analysis, ensuring transparency and alignment with business priorities and financial targets
Requirements
Bachelor's degree in Computer Science, Information Technology, Engineering, or related field
8+ years of progressive technology and IT leadership experience
Experience within commercial finance, specialty lending, banking, fintech, or other regulated financial services environments preferred
Strong understanding of cybersecurity, infrastructure management, cloud technologies, and enterprise systems
Experience managing software implementations, systems integrations, reporting platforms, and operational technology projects
Strong knowledge of Microsoft environments, Excel-based operational tools, Power BI, and ERP systems
Experience supporting customer-facing SaaS platforms and teams preferred
Demonstrable understanding of AI/ML concepts, capabilities, and limitations, with the ability to evaluate tools, assess vendor claims, and guide technology decisions
Working knowledge of AI-related data privacy, security, and regulatory frameworks (e.g. GDPR, CCPA, SOC 2, ISO42001), with experience establishing or maintaining governance policies that manage risk across client-facing data environments
Strong communication, organizational, and stakeholder management skills
Ability to operate both strategically and hands-on in a fast-paced environment
Nice to have
Microsoft Dynamics or similar ERP platforms
Power BI and enterprise reporting tools
Cloud infrastructure (AWS, Azure, or similar)
Cybersecurity governance and risk management frameworks
Experience building dashboards or data visualization tools (e.g., Power BI or similar)
Familiarity with APIs, system integrations, or financial platforms
Python, SQL, or automation scripting experience preferred
Working knowledge and experience with modern AI platform(s) (e.g., ChatGPT, Claude, Gemini, Copilot), including prompt engineering, workflow integration, AI-assisted decision support, and personal productivity