Virtual Technology Executive

OverviewThe Virtual Technology Executive (VTE) serves as a strategic technology advisor and trusted partner to Abacus clients across the financial services sector, including hedge funds, private equity firms, venture capital firms, family offices, and asset managers.Operating at the intersection of technology, cybersecurity, data, regulatory compliance, and business strategy, the VTE aligns Abacus’ platform and services with each client’s investment operations, growth objectives, risk posture, and compliance obligations.This role is designed for environments where technology performance, uptime, data integrity, security, and regulatory adherence directly impact financial outcomes and organizational risk. The VTE provides executive-level guidance to ensure clients can operate with speed, confidence, and resilience in highly competitive and highly regulated markets.As part of Abacus’ evolving operating model, the VTE also helps clients navigate emerging technologies, including AI, by identifying practical opportunities, ensuring responsible and compliant adoption, and aligning initiatives to business value and regulatory expectations.The Virtual Technology Executive ensures that technology, cybersecurity, data, and compliance—along with emerging capabilities such as AI—are aligned to drive measurable business outcomes, operational resilience, and long-term competitive advantage for our clients.Role ObjectivesAlign technology strategy with investment performance, firm growth, and regulatory requirementsEnsure secure, scalable, and high-performing environments for clientsAct as the executive interface between client leadership, and Abacus delivery teamsDrive adoption and optimization of the Abacus platform (IT, Cyber, Infrastructure, Data) in alignment with regulatory and audit expectationsIdentify opportunities for efficiency, risk reduction, compliance maturity, and innovationKey Responsibilities Strategic Advisory & Client LeadershipServe as a CIO / CTO level advisor to financial services clientsDevelop and maintain technology roadmaps aligned to client business objectivesTranslate complex technology concepts into business and financial impactGuide executive stakeholders (CIO, COO, CFO, Partners) on:Technology investmentsRisk management strategiesOperational scalability Financial Services Technology ExpertiseAdvise on and support environments including:Portfolio Management Systems (PMS)Order Management Systems (OMS)Market data platforms (Bloomberg, FactSet, etc.)Fund accounting and investor reporting systemsUnderstand and optimize:Trade lifecycle workflowsDeal lifecycle (private equity)Data flows and dependencies across systems Infrastructure, Performance & AvailabilityEnsure high availability and performance of mission-critical systemsGuide clients on:Cloud strategy and infrastructure designPerformance optimization and scalabilityGlobal connectivity and office expansionDefine and align Business Continuity and Disaster Recovery (BCDR) strategies with operational risk tolerance (RTO/RPO) Cybersecurity & Risk ManagementAdvise on cybersecurity strategies aligned to financial industry risksEnsure alignment with:SEC and regulatory expectationsSOC 2, NIST, ISO frameworksPromote a risk-based approach to technology decision-making, including emerging risks associated with new technologies Data Strategy & Emerging TechnologyGuide clients in developing modern, well-governed data environments to support:Investment decision-makingReporting and analyticsIdentify opportunities to improve:Data accessibilityOperational efficiencyInsight generationAdvise on practical applications of emerging technologies, including AI, ensuring alignment with business objectives, data governance, and security requirements Vendor & Platform StrategyEvaluate and rationalize client technology stack, including:Market data providersTrading and fund platformsSecurity and infrastructure vendorsSupport vendor selection and cost optimizationProvide guidance on emerging technology vendors (including AI-related solutions) to ensure alignment with security, scalability, and business valueEnsure alignment to Abacus’ standardized platform for scalability and margin optimization Client Success & Relationship ManagementBuild and maintain trusted, long-term executive relationshipsCollaborate with CXMs to lead Business Reviews and strategic planning sessions, ensuring alignment between client goals, technology strategy, and delivered outcomesPartner with CXMs to proactively identify, escalate, and remediate at-risk client relationshipsWork jointly with CXMs to ensure clients achieve measurable value, drive adoption of services, and become strong advocates for Abacus Operational Alignment & Continuous ImprovementPartner cross-functionally with all internal stakeholders to align strategy to execution and ensure positive, measurable client outcomes, working closely with teams across Solution Design, Client Success, Service Delivery, Sales, Operations, and Finance.Ensure alignment between strategy and executionAnalyze service trends to identify:Efficiency opportunitiesCost optimizationService improvementsContribute to continuous feedback loops that refine both client outcomes and Abacus service deliveryQualifications & ExperienceRequired Experience7+ years in a technology leadership, consulting, or advisory roleExperience supporting financial services firms (hedge funds, private equity, asset management, or similar)Proven experience working with C-level stakeholdersPreferred ExperienceBackground in a financial services-focused MSP or consulting firmExperience with capital markets technology ecosystemsExposure to cloud-first infrastructure environmentsFamiliarity with data analytics, automation, or AI-enabled business toolsEducationBachelor’s degree in Information Technology, Business, Finance, or related field preferredKnowledge, Skills, And AbilitiesIndustry & Technical ExpertiseStrong understanding of:Financial services operating modelsTrading and investment workflowsData sensitivity and confidentiality requirements (MNPI)Knowledge of modern IT environments including:Cloud platformsCybersecurity frameworksEnterprise applicationsStrategic & Business AcumenAbility to connect technology decisions to:Business performanceRisk exposureFinancial outcomesAbility to evaluate emerging technologies pragmatically, focusing on real business impact over hypeCommunication & Executive PresenceExceptional ability to communicate with:Executives and investment professionalsTechnical and non-technical stakeholdersStrong presentation and storytelling capabilitiesRelationship ManagementProven ability to build trust and influence at senior levelsStrong negotiation and vendor management skillsOperational DisciplineStrong time management and prioritizationAbility to operate in high-pressure, time-sensitive environmentsCommitment to documentation, process adherence, and continuous improvementSuccess ProfileThe Successful VTE WillThink like a business leader, not just a technologistUnderstand how technology impacts investment performanceOperate with a strong sense of urgency, precision, and accountabilityBalance innovation with governance, particularly when introducing emerging technologiesAct as a force multiplier across clients and internal teamsBenefits Of Working For AbacusExposure to diverse array of technologiesPart of a team of experienced colleagues who aim to deliver exceptional serviceCompetitive compensationPerformance bonusRobust benefits package: medical, dental, vision, disability, life insurance, 401k, and PTOOpportunities to further technical education through online coursesPositive, friendly, supportive work environmentSalary: 125-175k DOE + performance bonus