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Director, Technology Operations

CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING
Washington, DC Full Time
POSTED ON 12/17/2025 CLOSED ON 3/12/2026

What are the responsibilities and job description for the Director, Technology Operations position at CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING?

The Director, Technology Operations is responsible for the leadership and hands-on management of the organization’s day-to-day technology operations. This role oversees the maintenance, security, performance, and reliability of all IT infrastructure, including servers, networks, storage, cloud services, and end-user support systems.

The Director plays a critical role in ensuring IT systems operate securely and efficiently to meet the organization's needs. The ideal candidate will combine strong technical expertise with operational leadership, directly engaging in system management tasks while developing scalable operational processes. This position requires close collaboration with IT leadership, business units, and external vendors to deliver high-quality IT services, support innovation, and ensure business continuity.

Supervises: Senior Infrastructure Engineer, Technical Support Analyst, and various vendor resources.

Essential Functions:

  • 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.

Background/Skills/Abilities Preferred:

  • Bachelor’s degree in Information Technology, Computer Science, Engineering, or a related field required; Master’s degree a plus.
  • 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).
  • Familiarity with automation tools (PowerShell, Terraform, Ansible) for infrastructure management is preferred.
  • 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.
  • Industry certifications such as ITIL, MCSE, CCNA, AWS Certified Solutions Architect, or CISSP are highly desirable. 

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. 

CFP® certification is held by over 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $145,000.00 to $175,000.00.  In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.

Salary : $145,000 - $175,000

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