Director of IT Operating Model

Company Description Rubric Advisors is a fee-only, fiduciary registered investment adviser based in San Francisco, offering institutional-grade wealth management to individuals, families, and mission-driven organizations. The firm provides transparent, commission-free advice with no proprietary products, focusing on tax-aware, holistic planning. Its capabilities include direct indexing, stock-level tax-loss harvesting, options overlays, private markets access, and retirement planning, coordinated into a single integrated strategy. Rubric Advisors also serves endowments, foundations, and nonprofits through OCIO and non-discretionary investment management services. The firm is led by a founder with nearly two decades of experience building quantitative investment platforms and leading stock-selection strategies at major asset managers.
Role Description The Director of IT Operating Model is a full-time remote role responsible for designing, implementing, and continuously improving Rubric Advisors’ technology operating model to support a modern, data-driven wealth management platform. This role oversees IT operations, ensuring reliable, secure, and scalable systems that meet regulatory and business requirements. Day-to-day responsibilities include defining IT processes and governance, aligning technology initiatives with firm strategy, managing IT vendors and service providers, and optimizing infrastructure and workflows across applications, data, and cloud environments. The director will collaborate closely with leadership and investment, operations, compliance, and client service teams to understand needs, prioritize projects, and deliver technology solutions that enhance efficiency and client experience. This role also leads risk management related to information security, business continuity, and incident response, establishing metrics and reporting to track performance and drive continuous improvement.
Qualifications
Strong skills in IT Management and IT Operations, including experience leading technology teams or functions and overseeing day-to-day infrastructure and application support.
Deep knowledge of Information Technology architecture and systems, with the ability to design and maintain scalable, reliable, and compliant platforms in cloud or hybrid environments.
Expertise in Network Security and information security best practices, including access control, data protection, monitoring, and incident response.
Proven ability to develop and execute IT Strategy, aligning technology roadmaps with business goals, regulatory requirements, and growth plans.
Experience working in financial services, wealth management, fintech, or a similarly regulated environment is highly beneficial.
Demonstrated skills in vendor management, process design, documentation, and governance frameworks (e.g., ITIL, COBIT, or similar).
Strong analytical, problem-solving, and communication skills, with the ability to collaborate effectively across technical and non-technical stakeholders.
Bachelor’s degree in Information Technology, Computer Science, Engineering, or a related field; advanced degree or relevant certifications (e.g., CISSP, CISM, PMP, or cloud/security certifications)

Work arrangement
Yes