OnePoint BFG Wealth Partners · 1 day ago
Director of Information Technology
Parsippany, NJ
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expOnePoint BFG Wealth Partners is seeking a Director of IT & Security / Chief Information Security Officer (CISO) to oversee the firm’s technology operations and cybersecurity strategy. This role involves leadership across IT infrastructure, security architecture, and risk management to maintain a secure and compliant environment that supports advisor productivity and protects client data.
FinanceFinancial ServicesProfessional Services
Hiring Manager
Brandi Antonucci
Responsibilities
Lead the firm’s cybersecurity strategy, security architecture, and governance program
Own and mature the Incident Response Plan (IRP), including tabletop exercises, documentation, and real-time incident leadership
Maintain and enhance the Business Continuity Plan (BCP) and disaster recovery processes
Oversee vulnerability management, security monitoring, and threat response in coordination with SOC and MSP partners
Administer and optimize Microsoft security controls including Purview, Defender, DLP, labeling, retention, and data governance
Ensure alignment with industry frameworks and regulatory expectations (NIST CSF, CIS, SEC/FINRA)
Regularly brief senior leadership on cyber risks, posture, and remediation activities
Serve as primary owner for Entra ID and Okta, including MFA, SSO, identity lifecycle, and access governance
Enforce least-privilege access, conditional access policies, privileged access management, and entitlement reviews
Lead daily IT operations including endpoints, cloud systems, and network environments
Manage Microsoft 365 administration across Exchange Online, Intune, Entra, Purview, and Copilot readiness
Oversee network reliability and troubleshoot complex issues involving routing, DNS, certificates, encryption, proxies, and VPN technologies
Direct device provisioning, patch management, configuration baselines, and system hardening across the environment
Own the firm’s vendor due diligence program, including security reviews, documentation management, and risk scoring
Oversee vendor renewals, SLAs, and performance monitoring for MSPs, cloud services, cybersecurity partners, and critical system providers
Develop and maintain IT and security policies, standards, and procedures
Partner with Compliance and Legal on regulatory requirements, cybersecurity questionnaires, and client or regulator due diligence
Provide evidence, reporting, and remediation support for audits and assessments
Partner with the CTO to define and execute the multi-year IT and security roadmap
Evaluate emerging technologies and determine firm readiness (AI, Copilot, automation, endpoint strategy)
Lead, mentor, and develop IT team members; establish processes, SLAs, and escalation paths
Promote a security-first culture through communication, training, and consistent enforcement of best practices
Qualification
Required
8–12+ years of progressive experience in IT infrastructure and cybersecurity, including leadership experience
Expert-level knowledge of Microsoft 365 administration (Entra ID, Intune, Purview, Exchange Online, Defender, Copilot ecosystem)
Okta administration and identity lifecycle management
Networking fundamentals and troubleshooting (DNS, certificates, encryption, routing, VPN, firewalls)
Security governance and frameworks (NIST, CIS, ISO27001)
Hands-on experience managing IRP, BCP/DR programs, and incident handling
Strong vendor management and due diligence experience
Understanding of compliance requirements in regulated industries (finance preferred)
Experience working with or administering VDI environments (Azure Virtual Desktop, Citrix, VMware Horizon, or similar)
Excellent communication, documentation, and leadership skills
Preferred
CISSP — strongly preferred
Microsoft Advanced Administrator Certification (or equivalent senior Microsoft 365 admin credential)
Okta Certified Administrator or Okta Certified Professional
Company
OnePoint BFG Wealth Partners
Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Rise Growth Partners
2024-08-20Private Equity
Leadership Team
Andy Schwartz
Co-Founder, CEO, Managing Partner, and Wealth Management Advisor
Carlos Noriega
Executive Director of Advisor Solutions
Recent News
2025-06-26
Company data provided by crunchbase