What are the responsibilities and job description for the Director of technology and business systems position at Family Office Exchange?
Job Title
Director of Technology & Business Syst
s
Job
Su
maryThe Director of Technology & Business Systems provides enterprise level ownership of the organization’s technology platforms, ensuring they enable business strategy, operational efficiency, and future growth. This role is accountable for the technology ecosystem as a whole—including infrastructure, business systems, AI capability, and vendor partnerships—and serves as a strategic advisor to le
aderhip.
The Director leads technology enabled initiatives end to end, establishes system governance and roadmaps, and acts as the executive bridge between business leadership and technical resources. This role emphasizes strategic platform stewardship, AI adoption, and business
nablment.
Key R
s
ponsiilitiesTechnology Operations &
Interna Systems
• Oversee day to day management of internal hardware, software, an
d
busines systems.• Ensure systems are properly configured, maintained, upd
ated, and ocumented.
• Coordinate provisioning, support, and lifecycle management fo
r
devices ad software.• Monitor system performance, reliability, and security, esc
alating issus as needed.
Pr
o
ject Leadersip & Delivery• Lead or support projects that include a technology component, from require
ments through mplementation.
• Translate business needs into clear functio
n
al and technicl requirements.• Coordinate internal stakeholders, vendors, and technical resources to meet
project timeline and objectives.
• Track project risks, dependencies, and milestones; communicate sta
us to leadershipand stakehol
d
ers.Business–Tchnology Interface
• Serve as the primary point of contact between b
usiness staff and tchnology resources.
• Actively engage with departments to understand workflows, c
h
allenges, and improement opportunities.• Recommend and implement technology solutions that im
prove efficiency, visbility, and outcomes.
• Provide guidance and support to non technica
users in plain, busiess fr
i
endly language.Vendr & Resource Management
• Manage relationships with external techno
logy vendors, consultant, and service providers.
• Evaluate technology tools
,
platforms, and servicesfor fit, cost, and value.• Coordinate support
agreements, licensing, reewals, and se
r
vice levels.Governance,Documentation & Improvement
• Maintain
system documentation, standads, and technology roadmaps.
• Support compliance
,
security, and best practice related to technology usage.• Identify opportun
ities for process automa
tion,integration, and moderniztion
Preferred Qualifications
• Experience in a role co
mb
ining IT operations, project mnagement, and business analysis.• Familiarit
y with cloud platforms, SaaS applcations, and system integrati
o
ns.• Exposure to cybersecurity est practices and data governance.
• Formal project management
experience or cert
ification (e.g. PMP, Agile, or simiar) is a plus.
Core Competencies
• Own the technology platform portfolio across the organization, including infrastructure, productivity
plat
forms, enterprise systems (e.g., Mirosoft Dynamics), and AI enabled tools.• Define and maintain a multi year technology and
systems roadmap aligned with organizatinal strategy and operational priorities.
• Establish clear standards, governance, and decision
m
aking frameworks for system selection, cnfiguration, integration, and retirement.• Advise executive leadership on technology investe