IT Director- Fractional (Hybrid NYC) long-term contract

For our direct client, a successful, growing investment management firm, we are seeking an experienced IT Director to work on a consistent, fractional basis, approximately 2 days/week onsite in the company's midtown office. The company is a growing, successful Registered Investment Advisor (RIA) that is scaling rapidly and preparing for increased operational and regulatory demands. An MSP is in-place for daily support, but a senior leader is needed for IT oversight, especially now that AI-related systems are being implemented.

The ideal consultant is hands-on, highly articulate, comfortable advising senior leadership, experienced in financial services, and able to quickly evaluate systems, vendors, and processes. The Manager will assist in managing the day-to-day and also help shape the firm s long-term technology strategy.

Responsibilities

• Help maintain current IT environment, including oversight of the company's MSP, cloud infrastructure, security posture, and application ecosystem.

• Ensure technology, processes, and controls align with RIA regulatory expectations and investor due-diligence standards.

• Oversee follow-ups from penetration tests, audits, and security assessments.

• Advise leadership and when needed speak with investors or consultants about the firm s technology and security posture.

• Provide practical, actionable recommendations on how the firm should structure and staff IT going forward.

• Work closely with internal stakeholders across operations, compliance, and investment teams to understand needs and pain points.

Required Experience & Skills

• Experience working in a Registered Investment Advisor (RIA) environment, Private Equity or similar financial services business is strongly preferred.

• Proven success supporting/leading IT for 50+ users.

• Strong background managing and evaluating MSP providers.

• Familiarity with RIA regulatory requirements, investor due-diligence processes, and responding to DDQs.

• Experience with pen testing processes, remediation planning, and security controls.

• Hands-on knowledge of common RIA/financial-services technologies, such as:

  • Office 365

  • Microsoft Dynamics CRM

  • Compliance platforms (e.g., Compliance Alpha, Schematic)

  • Email security tools (e.g., Mimecast)

  • Data/analytics and investment platforms (e.g., Trep, Costar, Argus)

  • Cloud-hosted environments (Azure / O365 ecosystem)

• Understanding of AI-related workflows (the firm is beginning to adopt AI tools).

• Strong verbal communication skills capable of explaining technical topics clearly to non-technical stakeholders.

• Self-starter, low-ego, figure it out mindset; comfortable operating independently with limited oversight.

• Ability to evaluate systems, identify gaps, and produce clear recommendations.

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  Logistics

• Hybrid NYC typically 2 days onsite per week.in midtown NYC office, a short walk from Grand Central. Potential for some extra hours to tackle projects or urgent needs.

• Standard hours approx. 9:00 5:30, with flexibility during projects.

• Initial term: 6 months with likely extension.

Ideal Candidate

Someone who brings calm leadership, strong judgment, and deep RIA or experience in regulated environments. You re analytical, articulate, collaborative, and ability to quickly assess unfamiliar systems would make you a perfect fit. You can operate independently, present confidently to executives and investors, and deliver clear recommendations that move the firm forward.

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