IEQ Capital · 1 month ago
Information Technology Program Manager
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$120K/yr - $170K/yr
5+ years expIEQ Capital is a Registered Investment Advisor focused on transforming traditional wealth management through a values-oriented culture. They are seeking a proactive Information Technology Program Manager to oversee IT strategy, compliance, and vendor management, ensuring seamless IT operations and regulatory compliance while supporting infrastructure needs.
AdviceFinancial ServicesProfessional ServicesTax Consulting
Responsibilities
Ensure IT operations align with SEC, FINRA, and cybersecurity compliance requirements
Develop and maintain IT policies, procedures, and documentation in collaboration with Compliance
Oversee IT audits, risk assessments, and security reviews, ensuring adherence to industry regulations and internal policies
Maintain the Written Information Security Program (WISP) and ensure security controls are enforced
Change Management & IT Governance: Review and approve non-standard software/hardware changes, distribution list modifications, and security-related requests
Collaborate with leadership to define the firm’s IT strategy and roadmap
Ensure IT investments align with business objectives, compliance mandates, and security best practices
Evaluate and recommend new technologies to enhance security, efficiency, and compliance
Oversee IT projects related to security, cloud migrations, regulatory compliance, and growth
Lead IT projects in coordination with the MSP, including hardware refresh cycles, network upgrades, cloud migrations, and system rollouts, ensuring alignment with business goals and compliance requirements
Vendor & Budget Management: Oversee IT vendors, assess performance, negotiate renewals, manage SLAs, and align IT budgets with Finance
Serve as the primary liaison between the firm and its MSP, ensuring service levels align with business needs
Evaluate MSP performance and security controls through regular reviews and audits
Manage relationships with third-party IT vendors, overseeing contract negotiations and service level agreements (SLAs)
Ensure vendors adhere to compliance and cybersecurity best practices
Support hardware procurement by coordinating with the MSP to evaluate, approve, and facilitate the acquisition of IT hardware in alignment with business needs and security requirements
Review and approve user tickets for change requests, ensuring compliance with security policies and IT governance standards before implementation
Attend weekly meetings with the MSP to review ongoing initiatives, address service performance, and align IT strategy with business objectives
Oversee firm-wide cybersecurity initiatives, including incident response planning and employee security awareness training
Ensure implementation and enforcement of identity and access management controls (e.g., Single Sign-On, Multi-Factor Authentication, role-based access control)
Monitor and assess IT security risks, working with vendors and MSP to implement mitigation strategies
Facilitate regular cybersecurity training and phishing simulation programs for employees
Maintain and oversee the firm’s IT disaster recovery (DR) and business continuity plans (BCP), ensuring regular testing and updates
Work with MSP and vendors to ensure backup strategies align with security and regulatory requirements
Collaborate with the MSP to respond to IT incidents and escalations, ensuring timely resolution and alignment with security protocols
Implement IT training programs to ensure employees adhere to best practices in security and compliance
Act as an internal IT advocate, ensuring leadership and employees understand how to use IT resources securely and efficiently
Qualification
Required
5+ years of experience in IT governance, compliance, or risk management, preferably in financial services or a regulated industry
Strong knowledge of network infrastructure, cybersecurity best practices, and IT governance
Experience working with Managed Service Providers (MSPs) and IT vendors for security, infrastructure, and cloud services
Familiarity with regulatory compliance frameworks (SEC, FINRA, SOC 2, WISP, etc.)
Hands-on experience with IT budgeting, strategic planning, contract negotiations, and cost optimization
Ability to manage IT projects, implement process improvements, and support a fast-paced, high-growth environment
Strong communication and stakeholder management skills to collaborate with business leaders, compliance, and vendors
Company
IEQ Capital
IEQ Capital is an investment advisor that provides wealth management services.
201-500 employees
H1B Sponsorship
IEQ Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2022 (2)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Stone Point Capital
2023-01-19Private Equity
Leadership Team
Eric Harrison
Managing Partner & Founder
Recent News
2026-01-09
2025-12-16
2025-10-04
Company data provided by crunchbase