Director of IT

Job Description

If you’re looking to leverage your technology background to help lead a growing financial services firm to an exciting future, Coldstream could be the perfect next step for you.

We’re creating this new leadership role as our size and technology needs continue to grow. This position reports to the Chief Operating Officer and is a member of our Executive Leadership Team. As Director of IT, you will be responsible for the strategic direction, planning, and management of Coldstream’s information technology functions.

The Director ensures all technology is secure, efficient, and aligned with organizational objectives. This position requires leadership, strong communication skills, initiative, versatility, flexibility, and a keen understanding of the workings of the firm.

We have a hybrid work environment. You’ll work in office three days per week - primarily in Bellevue, but visiting our 3 other Seattle-area offices regularly and traveling to our Oregon and Alaska offices occasionally.

Specific Areas of Responsibility Include:

• Strategic Planning: Developing and executing a long-term IT roadmap that supports business growth and competitive advantage.
• AI Readiness: Preparing the firm, through data cleanup and management, to unleash new levels of productivity and operational advantage
• Cybersecurity & Compliance: Identifying vulnerabilities, creating and enforcing security policies, and ensuring compliance with regulations.
• Team Leadership: Managing, mentoring, and developing IT staff - 3 IT technicians who provide white glove support for our 250 employees across 9 office locations - and partnering closely with our MSP, which focuses on back-end cybersecurity and network maintenance.
• Disaster Recovery: Developing and implementing business continuity and disaster recovery plans to safeguard critical data.
• Budgeting: Creating and managing the annual IT budget, ensuring wise investments in technology and cost-effective procurement.
• Infrastructure: Managing the maintenance and performance of networks, servers, storage systems, and cloud platforms.
• Vendor Management: Negotiating and managing contracts with external technology vendors and service providers.
  
  

About Coldstream

Coldstream is an employee-owned financial services firm founded in 1996 in Bellevue, Washington. From day one, the firm’s mission has been to enhance clients’ lives and provide lasting peace of mind. Today, Coldstream offers comprehensive financial services, including Wealth Management and Family Office, Tax & Consulting, Institutional Investment Advisory, Investment Banking, Strategic Advisory, Fund Management, Endowments and Foundations, Retirement Plan Services, and Insurance Risk Management.

With offices across nine locations in four states, Coldstream serves individuals, families, and institutions with dedicated expertise and an unwavering commitment to their long-term success. For more information, please visit www.coldstream.com .

Experience And Skills

• 7 years of IT leadership experience at a financial services firm (RIA, bank, family office, brokerage, etc.) with 250 employees, preferably including interaction with FINRA and SEC regulations and SOC 2 compliance
• Experience managing a hybrid cloud and on-premise IT infrastructure and partnering with a Managed Service Provider
• Experience successfully managing AI readiness, cybersecurity, and cloud migration
• Bachelor's degree in Computer Science, IS Management or related field is preferred
• Exceptional communication, collaboration, and organizational skills
• Demonstrated ability to delegate, think strategically, and solve problems efficiently
  
  

Job Benefits

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay is expected to start between $180k and $220k, plus an annual bonus and a generous benefits package.

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

• Pay: Competitive base pay plus annual bonus
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 4% of your annual pay
• Stock: Opportunity to purchase equity and become an owner of the firm
• Paid Time Off: 20-28 days per year, plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program
• Parking: heavily subsidized parking or transit pass
• Wellness reimbursement
• Paid Parental leave: 12 weeks paid for all new parents
• Paid sabbaticals every 10 years and anniversary bonuses every 5 years
  
  

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.