Head of Information Security & IT

Willow Wealth Inc.; New York (NY); On-site; USD 215,000 - 230,000; Full time

Benefits offered by this job

Equity

Health, dental & vision coverage

Unlimited PTO

401k match

Commuter benefit

Life insurance

Wellness stipend

Job summary

Willow Wealth Inc. in New York City is seeking a hands-on Head of Information Security & IT to lead cyber risk, IT, and security operations across US and international offices.

You will report to the General Counsel and own security programs, vendor contracts, and technology strategy. The role demands extensive experience in regulated environments, incident response, and platform security (AWS, Azure, M365).

Qualifications

• Bachelor's degree or equivalent experience; CISSP, CISM, or a cloud security certification preferred.
• 7+ years in information security and IT, including leadership at a regulated firm such as a broker-dealer, RIA, bank, or fintech.
• Track record of leading real security incidents end to end, including notification decisions.
• Experience reporting security posture to a board or executive committee in clear language.
• Hands-on experience with cloud, identity, endpoint, and data loss prevention.
• Experience running IT hands-on with a small team and managing vendors.
• Experience leading a SOC 2 audit or selecting a managed detection and response provider is a plus.
• Experience supporting offices outside the US is a plus.

Responsibilities

• Information Security Program & Compliance - own the security program, policies, and cyber risk, and keep the firm exam- and audit-ready under SEC and FINRA expectations, including Regulation S-P and S-ID
• Board & Leadership Reporting - report on security posture to the board quarterly and to leadership monthly
• Incident Response - lead incident response end to end, including notification decisions with Legal and Compliance, and run an annual tabletop exercise with the executive team
• Vulnerability Management - oversee vulnerability management, including continuous automated penetration testing, with remediation SLAs by severity
• IT Leadership - run IT hands-on with our IT team, and set strategy, standards, and budget for IT and A/V across our offices in New York and abroad
• Partner with Engineering on application security, setting the standard and verifying it is met
• Own the IT and security stacks, vendors, contracts, and renewals, and run security reviews for new and critical vendors
• Oversee our core platforms: AWS for our investor platform, Microsoft Azure and Microsoft 365 for corporate IT, and the security layer around them, including identity and Zero Trust access, device management, managed detection and response, data loss prevention, email and web protection, application security scanning, and account takeover protection

Skills

Information security leadership

Incident response

Board reporting

Vulnerability management

Vendor management

Cloud security

Zero Trust security

MDR/ SOC2 prep

Education

Bachelor's degree or equivalent

CISSP

CISM

Cloud security certification

Tools

AWS

Azure

Microsoft 365

Identity & access management

Job description

About the Role

Willow Wealth is hiring a Head of Information Security & IT to lead our information security and IT functions. The role will be based in our New York City office and will report to our General Counsel. You will own the firm's cyber risk, the systems and vendors that run the company IT for our offices in New York and abroad, and how we report security posture to the board. You will also serve as the firm's designated information security official.

This is a hands-on leadership role at a growing company. You will start by leading our IT team and managed security providers directly, and build out both functions as we grow. The role works closely with Engineering, Legal, Compliance, and the executive team.

Key Responsibilities

• Information Security Program & Compliance - own the security program, policies, and cyber risk, and keep the firm exam- and audit-ready under SEC and FINRA expectations, including Regulation S-P and S-ID
• Board & Leadership Reporting - report on security posture to the board quarterly and to leadership monthly
• Incident Response - lead incident response end to end, including notification decisions with Legal and Compliance, and run an annual tabletop exercise with the executive team
• Vulnerability Management - oversee vulnerability management, including continuous automated penetration testing, with remediation SLAs by severity
• IT Leadership - run IT hands-on with our IT team, and set strategy, standards, and budget for IT and A/V across our offices in New York and abroad
• Partner with Engineering on application security, setting the standard and verifying it is met
• Own the IT and security stacks, vendors, contracts, and renewals, and run security reviews for new and critical vendors
• Oversee our core platforms: AWS for our investor platform, Microsoft Azure and Microsoft 365 for corporate IT, and the security layer around them, including identity and Zero Trust access, device management, managed detection and response, data loss prevention, email and web protection, application security scanning, and account takeover protection

Qualifications

• Bachelor's degree or equivalent experience; CISSP, CISM, or a cloud security certification preferred
• 7+ years in information security and IT, including several years leading both functions at a financially regulated firm such as a broker-dealer, RIA, bank, or fintech
• Track record of leading real security incidents end to end, including notification decisions
• Experience reporting security posture to a board or executive committee in clear, plain language
• Hands-on experience with the platforms above, especially cloud, identity, endpoint, and data loss prevention
• Experience running IT hands-on with a small team and managing vendors, with the drive to build out the function
• Experience leading a SOC 2 audit or selecting a managed detection and response provider is a plus
• Experience supporting offices outside the US is a plus

What's in it for you:

• Competitive compensation package, including equity
• Health, dental & vision coverage with FSA/HSA options
• Unlimited PTO
• 401k match
• Commuter benefit
• Life insurance
• Wellness stipend

This is a New York-based role. The base salary range for this position is USD215,000 to 230,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.

About Willow Wealth

Willow Wealth is a leading platform for private market investing, connecting individual investors with curated opportunities across real estate, private credit, private equity, and more. Founded in 2015, the platform has grown to serve more than 500,000 members with ~$7B invested since inception. The company has raised over $250M from leading institutional investors, such as Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners.