Senior Director of IT and Cybersecurity

RFG Advisory's technology infrastructure is growing fast, and this role exists to make sure the firm's security, architecture, and AI integrations grow with it, not behind it. The Senior Director of Technology takes hands‑on ownership of the systems, safeguards, and AI integrations that infrastructure, cybersecurity, corporate technology, and helpdesk run on every day. This is a player‑coach role that combines senior technical judgment with direct execution: architecting secure platforms, building AI integrations personally when speed matters, and leading the team that keeps all four functions running as one coordinated operation.

This role can be in our Birmingham office or remote.

• If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
• If remote, occasional travel to Birmingham will be required including onboarding.

Vice President of Technology

• Own RFG's cybersecurity strategy and posture across infrastructure, endpoint, identity, and emerging AI tools.
• Set security standards and guardrails for how AI tools access and handle firm and client data, and represent RFG's posture to auditors, regulators, and vendors as needed.
• Lead incident response for security events, escalating material incidents to the VP of Technology immediately.
• Maintain a cybersecurity posture that is mature, audit-ready, and continuously improving.

• Set the architecture standards that keep AI integrations and broader platform work secure, scalable, and maintainable.
• Build AI-powered workflows and integrations personally when speed matters, without compromising security or data governance.
• Evaluate new AI tools and platforms; partner with the Project Manager on build versus partner decisions for new technology initiatives.
• Move standard AI integrations from concept to secure production use within 30 days.

• Drive adoption of Zoho One, Ring Central, Zoom, Insider, and AI tools across RFG, partnering with teams to measurably reduce manual work and repeat support requests.
• Ensure infrastructure and corporate technology reliability protects the systems Advisors and corporate staff depend on daily, maintaining uptime at or above 99.9%.
• Partner with vendors across the technology stack, holding them accountable to SLAs, timelines, and quality standards.
• Establish KPIs for adoption and service quality and track them quarter over quarter.

• Lead the Director of Infrastructure and the Systems Administrator, Business Applications, along with their teams, setting clear priorities and standards across infrastructure, cybersecurity, corporate technology, and helpdesk.
• Build career paths, ownership structures, and a culture of accountability through regular one‑on‑ones and direct, growth‑oriented feedback.
• Reduce key person risk by ensuring every function has documented processes and more than one person who can run it.
• Coach and develop the team to operate as one coordinated function with shared standards, not four disconnected teams.

• 8+ years of progressive experience in technology leadership, with demonstrated ownership across infrastructure, cybersecurity, and corporate technology functions.
• Proven track record setting and executing cybersecurity strategy in a regulated or compliance-sensitive environment.
• Hands‑on experience architecting and building AI integrations and automations in a production environment.
• Experience leading multi‑functional technology teams including infrastructure, security, and helpdesk.
• Background in financial services, wealth management, or a similarly regulated industry preferred.
• Experience managing vendor…