Vice President of IT

Responsibilities

• Strategy & Advisory
• Develop the enterprise technology roadmap across Larson.
• Provide research, recommendations, and technology guidance to the Executive Leadership Team.
• Evaluate emerging technologies (AI, automation, analytics) and personally test or pilot platforms before recommending broader adoption.
• Facilitate AI infrastructure and governance strategy across the organization, partnering with the AI Engineer and business units to ensure tools are adopted securely and consistently.
• Affiliate & Organizational Leadership
• Lead technology strategy and standards across all affiliates, working through the Director of IT and affiliate-aligned Business Relationship Managers.
• Meet regularly with the presidents of each affiliate to understand their technology needs, audit progress against the roadmap, and confirm priorities are still aligned.
• Evaluate technology decisions across affiliates holistically — ensuring a solution adopted by one business unit is considered in the context of the others.
• Ensure consistent infrastructure, security, and systems standards across the affiliate structure.
• Directly manage the Director of IT and maintain visibility into each affiliate's technology needs and performance.
• M&A Technology Leadership
• Facilitate technology due diligence, planning, and integration for all mergers and acquisitions.
• Lead the technical assessment of prospective acquisitions and build integration plans that minimize disruption to employees and clients.
• Standardize systems and security controls as new offices and affiliates come online.
• Security & Compliance
• Facilitate the firm's cybersecurity program — monitoring, incident response, disaster recovery, and employee awareness — through the IT Ops & Security team.
• Ensure compliance with SEC, FINRA, and applicable privacy and cybersecurity frameworks (NIST, CIS Controls).
• Partner with compliance and legal on audits and regulatory exams.
• Hands-On Execution
• Personally lead or contribute to key technical projects — system implementations, integrations, and troubleshooting as needed.
• Stay closely involved with core enterprise platforms (CRM, financial planning, portfolio management, document management) alongside the team.
• Step in as an individual contributor on high-priority or high-complexity issues.
• Partner closely with the AI, Data and CRM functions to ensure tools are adopted effectively and securely.
• Team & Vendor Management
• Develop and manage the IT budget and capital planning.
• Facilitate strategic vendor relationships and contract negotiations.
• Support the development of the Director of IT and the broader technology team.

Qualifications

• 10+ years of progressive IT leadership experience, including 5+ years in a senior leadership role with executive level visibility.
• Proven experience developing and executing enterprise technology strategy across multiple business units or affiliated organizations.
• Demonstrated success leading technology due diligence, integration, and transformation through mergers, acquisitions, or organizational change.
• Strong background in cybersecurity, IT infrastructure, cloud technologies, and enterprise applications.
• Experience operating within regulated industries; financial services, wealth management, or RIA experience preferred.
• Track record of managing IT budgets, vendor relationships, and technology investments.
• Ability to communicate effectively with executive leadership and influence business strategy.
• Bachelor's degree in Computer Science, Information Systems, or a related field required; Master's degree preferred.