Technology Strategy & AI Transformation Director

Greenspring Advisors; Towson (MD); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) Plan with employer match

Sabbatical after 7 years

Professional development stipend

Commuter benefits

Profit-sharing contributions

Job summary

Greenspring Advisors is seeking a Director of Technology to lead technology initiatives, governance, and digital transformation across the firm. You will bridge business needs with technology investments and manage a technology team, vendors, and budgets.

Responsibilities include shaping the tech roadmap, evaluating AI solutions, driving change, and ensuring data integrity and security while delivering measurable client value. This role requires strong leadership in a financial services setting.

Qualifications

• 7+ years of technology experience with CRM, cybersecurity, AI adoption, change management, data management, and project execution.
• Experience managing IT teams and vendors across a professional services firm.
• Degree in a related field; PMP and Salesforce certifications are a plus.

Responsibilities

• Lead the technology roadmap aligned with strategic business objectives.
• Oversee AI, automation, governance, and data initiatives.
• Drive change management and user adoption across the firm.
• Manage IT operations, cybersecurity, vendors, and budgets.

Skills

CRM workflows

Cybersecurity

AI adoption

Change management

Data management

Project execution

Vendor management

IT leadership

Education

Bachelor’s degree in IT/CS/IS/Business

PMP certification preferred

Salesforce certification preferred

Tools

Salesforce

Microsoft 365

Power Platform

Copilot

Job description

Greenspring Advisors is seeking a Director of Technology to lead technology initiatives, governance, and digital transformation across the firm. You will bridge business needs with technology investments and manage a technology team, vendors, and budgets.

Responsibilities include shaping the tech roadmap, evaluating AI solutions, driving change, and ensuring data integrity and security while delivering measurable client value. This role requires strong leadership in a financial services setting.