Director, IT Operations

Bellevue, WA;
Newtown Square, PA;
New York, NY;
San Francisco, CA

Company

Description:

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long‑term support across the full landscape of wealth and well‑being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose‑driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Job Description: We are seeking an experienced Director of Information Technology to lead and transform our IT operations as we separate the IT function from Security. This senior role serves as the primary IT architect and operations leader, responsible for designing and delivering technology solutions that support current and future business initiatives while ensuring the availability, performance, and security of the enterprise technology environment.

This hands‑on leadership position requires the ability to review technical designs, troubleshoot escalated issues, mentor engineers, and make architectural decisions across Azure, Microsoft 365, identity, endpoint management, networking, and SaaS platforms.

The Director will own full IT operations, from cloud platforms and SaaS applications to networks, infrastructure, and end‑user services, and will be accountable for reliable service delivery, operational excellence, and continuous improvement.

Reporting to executive leadership, this role will directly manage a distributed team of IT engineers and administrators and collaborate closely with Security, Finance, and business stakeholders to align technology with strategic objectives.

Key Responsibilities:

IT Strategy & Architecture

• Develop and drive the firm’s robust IT architecture and infrastructure strategy, aligning technology investments with growth priorities and digital transformation goals.
• Design end‑to‑end technical solutions for new projects, while overseeing firm‑wide technology enhancements or integrations to support evolving business needs.
• Ensure all solutions are secure, scalable, and compliant, following industry standards and best practices.

Operations Leadership & Service Reliability

• Lead IT operations, ensuring stability, performance, and availability of all IT systems and services.
• Oversee cloud infrastructure (Microsoft Azure, IaaS/PaaS), on‑premises data center resources, and enterprise networks.
• Implement highly resilient systems to support uptime goals, disaster recovery objectives, and capacity planning for future growth.
• Lead the management of all IT‑owned cloud and SaaS platforms across the firm, including Azure, Microsoft 365, Okta Identity, Zoom, and other collaboration and enterprise applications.
• Drive seamless integration across systems, establishing effective identity and access management across Azure Entra /AD and SaaS SSO platforms.
• Guide the adoption and governance of AI usage in IT, ensuring tools are implemented…