Technology Operations Leader for Scalable Wealth Platform

BinaryBees Business Solutions LLC; Chicago (IL); On-site; USD 150,000 - 210,000; Full time

Job summary

BinaryBees Business Solutions LLC seeks an experienced Technology Operations Director to lead the operational backbone of a fast-growing wealth management technology organization. You will run the tech team's operating rhythm, manage IT finance and vendor relationships, and drive cybersecurity readiness to ensure a best-in-class technology experience for partner RIAs.

In this role you’ll scale processes across acquisitions, align cross-functional teams, and own reporting, governance, and

Qualifications

• 10–15 years in technology operations, IT strategy, or program management.
• Experience managing IT budgets, cost allocations, or vendor finances.
• Track record of managing MSP or vendor relations.
• Familiarity with cybersecurity programs, compliance technology, or IT governance.
• Strong project management skills — comfortable owning Rocks, milestones, and cross-functional delivery.
• Experience in RIAs, roll-ups or aggregators, wealth management, or multi-site environment.

Responsibilities

• Lead technology team's operating cadence — meetings, reporting, planning cycles, and quarterly initiatives.
• Lead project management and oversight of quarterly Rocks and IT strategic initiatives.
• Own Technology's key reporting and stakeholder management activities.
• Manage IT finance, including budgeting, forecasting, and partner firm IT cost allocations.
• Oversee the MSP relationship — performance, escalations, and continuous improvement.
• Support management and operations of the cybersecurity program.
• Lead new partner firm onboarding to MSP, compliance technology, and core IT services.
• Own the RIA technology experience and Net Promoter Score — track and improve how partner firms experience the technology.
• Coordinate across product, engineering, and vendor partners to keep initiatives aligned and moving.
• Own work management and project delivery tooling — evaluate, implement, and optimize the tools the team runs.
• Manage inventory of PC hardware and peripherals.

Skills

Tech ops leadership

IT budgeting

Vendor management

Cybersecurity awareness

Project management

Wealth management

Job description

BinaryBees Business Solutions LLC seeks an experienced Technology Operations Director to lead the operational backbone of a fast-growing wealth management technology organization. You will run the tech team's operating rhythm, manage IT finance and vendor relationships, and drive cybersecurity readiness to ensure a best-in-class technology experience for partner RIAs.

In this role you’ll scale processes across acquisitions, align cross-functional teams, and own reporting, governance, and