Director of Technology

The Director of Technology at Perigon Wealth Management will be responsible for the firm’s core technology, including setting and implementing the tech strategy and priorities and managing third-party vendor relationships. The Director will ensure the adoption of systems and best practices across the organization and will implement firm resources to help all teams best leverage Perigon’s capabilities. The Director will collaborate closely across the executive leadership team.

They will develop a deep understanding of how Perigon is structured today and provide feedback to leverage technology to create efficiencies and growth. This position reports to the Chief Investment Officer.

Position Title:
Director of Technology

Department: Technology

Location: Remote

Employment Status: Full-time

FLSA status: Exempt

Effective date: February 2026

Perigon Wealth Management is a fast-growing, advisor-led Registered Investment Advisor (RIA) serving clients across the U.S. The firm employs over a hundred and fifty associates across 20+ office locations and has client assets under management (AUM) exceeding $10.6 billion. We operate with the belief that growth happens through meaningful relationships, thoughtful planning, and an experience that feels personal, not transactional.

The essential functions include, but are not limited to the following:

• Collaborate with CIO to develop technology strategy and priorities that are approved by the executive team to ensure they meet business requirements and align with broader strategic goals and objectives.
• Deploy AI forward solutions with both existing tools and leverage new tools /technology to drive productivity of users and potential business opportunities.
• Drive innovation by researching new products and features to expand functionality, primarily within the current tech stack, proposing consolidation where appropriate.
• Streamline and integrate core tech stack.
• Develop ongoing project plan to address and implement strategic technology priorities.
• Lead, mentor, and scale a growing technology team, fostering a culture of innovation, security, and accountability.
• Oversee Windows and Mac hardware procurement and hardware management across all employees and offices.
• Collaborate with third-party IT vendors to outsource services when necessary.
• Trouble shoot, resolve, and communicate issues related to the IT environment (hardware, software, network, internet, AVI, etc.) in a timely manner.
• Provide internal IT and technical support for computers, networks, operating systems and applications, patch management, and data security best practices.
• Oversee the management, maintenance, and strategic enhancement of our core tech stack including the portfolio management system (Orion), CRM (Salesforce), internal messaging system (Slack) and document management system (Box).
• Ensure seamless and secure integration between all mission-critical systems, including financial planning software (e.g., Money Guide Pro , eMoney Advisor), to create unified data workflows and superior advisor/client experiences.
• Build and maintain strong relationships with Perigon technology vendors and service providers.
• Develop engagement strategy to include ongoing communication and ongoing contract management and negotiation.
• Ensure the efficient, secure, and scalable implementation of all relevant roadmap items.
• Lead evaluation and RFP process for potential new vendors. Collaborate with CFO and the Executive team to select vendors that align with the firm’s strategic goals.
• Educate and train company on available technology and tools.
• Measure and report to executive committee on adoption rate of core tech stack.

• Collaborate with the Director of Transitions to ensure effective technology transition (hardware and software) for newly acquired firms.
• Support technology integration to core tech stack for newly acquired teams.

• In collaboration with the CFO, manage the annual technology budget, ensuring efficient use of resources.
• Ensure that the Technology department is properly staffed to succeed in executing…