SVP, Chief Information Security Officer (CISO)

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary:

The SVP, Chief Information Security Officer (CISO) is responsible for defining and executing Wealthspire’s enterprise cybersecurity and information risk strategy. This role ensures the confidentiality, integrity, and availability of firm and client data while enabling business growth, regulatory compliance, and technology innovation.

The CISO partners closely with executive leadership, legal, compliance, and technology teams to develop and maintain a comprehensive security program that strengthens risk management and supports Wealthspire’s position as a trusted wealth management platform.

Key Responsibilities:

Security Strategy & Governance

• Develop and execute the firm’s enterprise cybersecurity strategy, roadmap, and governance framework aligned with business objectives.
• Establish and maintain cybersecurity policies, standards, and control frameworks in accordance with regulatory and industry standards, including SEC, FINRA, SOC 2, NIST, and ISO.
• Serve as the executive leader responsible for the firm’s enterprise cybersecurity risk management program.

Risk Management

• Lead the identification, assessment, and mitigation of cybersecurity risks across applications, infrastructure, data platforms, and third-party vendors.
• Direct enterprise incident response planning, crisis management procedures, and cyber event readiness.
• Oversee vulnerability management, threat intelligence, and proactive risk monitoring programs.

Regulatory & Compliance Alignment

• Partner with Legal and Compliance teams to support regulatory examinations, cybersecurity assessments, and external audits.
• Ensure alignment with SEC cybersecurity expectations and evolving financial services regulatory requirements and industry best practices.

Security Architecture & Operations

• Provide strategic oversight of security architecture, engineering, monitoring, and incident response operations.
• Ensure secure technology architecture across cloud platforms, SaaS environments, enterprise systems, and data infrastructure.

Executive Leadership

• Serve as a trusted advisor to executive leadership and the board of directors on cybersecurity risks, threat landscape, and organizational security posture.
• Champion enterprise-wide security awareness and promote a culture of cybersecurity accountability across the organization.

Qualifications:

• 15+ years in cybersecurity leadership roles or equivalent knowledge and experience
• Experience leading security programs within financial services, wealth management, or regulated environments
• Deep knowledge of cloud security, identity management, artificial intelligence governance, and security operations
• Experience with regulatory frameworks (SEC, FINRA, SOC2, NIST)
• Bachelor’s degree in Computer Science, Engineering, or equivalent practical experience

What We Offer:  

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $190,000 – $250,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. 

Wealthspire is an inclusive Equal Employment Opportunity employer.