CFP Board · 4 months ago
Director, Technology Operations
Washington, DC
Full-time
Hybrid
Director/Executive
$145K/yr - $175K/yr
8+ years expCFP Board is the professional body for personal financial planners in the U.S. The Director, Technology Operations is responsible for leading and managing the organization's day-to-day technology operations, ensuring the performance, security, and reliability of IT infrastructure.
BankingFinanceFinancial ServicesProfessional Services
Responsibilities
Manage and maintain the organization's IT infrastructure, including servers (Windows/Linux), storage systems, networking hardware, cloud platforms (Azure, AWS), and related services
Oversee daily IT operations, monitoring system performance, troubleshooting technical issues, and ensuring high availability and security of critical systems
Lead IT support operations (help desk and desktop support), ensuring efficient resolution of user issues and service requests in accordance with established SLAs
Develop and maintain comprehensive documentation for systems, processes, network diagrams, and operational procedures
Implement and enforce operational standards, security protocols, change management procedures, and backup and disaster recovery plans
Work closely with cybersecurity teams to maintain system hardening, vulnerability management, and incident response readiness
Optimize cloud infrastructure performance and cost management by monitoring usage, rightsizing resources, and automating processes where possible
Manage and maintain enterprise tools for monitoring, alerting, patch management, and endpoint management
Perform capacity planning, systems upgrades, and proactive maintenance to support current and future business needs
Supervise, mentor, and develop IT operations staff, including system administrators, network engineers, and support technicians
Manage relationships with vendors, ISPs, managed services providers, and cloud hosting partners
Serve as an escalation point for complex technical issues and outages, leading root cause analysis and corrective action planning
Lead operational readiness reviews for new technology deployments and participate in project planning and execution
Stay current with industry best practices, emerging technologies, and recommend improvements to enhance operational efficiency and security posture
Qualification
Required
Bachelor's degree in Information Technology, Computer Science, Engineering, or a related field required
8–10 years of progressive IT experience, with at least 5 years in IT operations leadership roles
Strong technical expertise with enterprise infrastructure, including servers, storage, virtualization (VMware, Hyper-V), networking (LAN/WAN/Wi-Fi/Firewall), and cloud environments (Azure, AWS)
Hands-on experience with Windows Server, Active Directory, Office 365/Microsoft 365, and endpoint management tools (Intune, SCCM)
Working knowledge of cybersecurity frameworks, security operations, and compliance requirements (NIST, HIPAA, PCI-DSS, etc.)
Experience implementing and managing monitoring and alerting tools (e.g., SolarWinds, Datadog, Nagios)
Strong incident management and problem-solving skills, with a focus on root cause analysis and continuous improvement
Proven ability to lead a technical team, prioritize tasks, and manage multiple operational initiatives simultaneously
Excellent communication skills with the ability to explain technical issues clearly to non-technical stakeholders
Preferred
Master's degree a plus
Familiarity with automation tools (PowerShell, Terraform, Ansible) for infrastructure management is preferred
Industry certifications such as ITIL, MCSE, CCNA, AWS Certified Solutions Architect, or CISSP are highly desirable
Benefits
Incentive compensation for which employees are eligible based on completion of individual goals
Company
CFP Board
CFP Board sets and enforces standards for Certified Financial Planner certification.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin Keller
CEO
Roger Myers
CFO
Recent News
Investment News
2026-01-23
2026-01-22
Investment News
2026-01-22
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