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About the Role
We are hiring our first in-house technology leader to keep our systems reliable, secure and effective as we grow. This is a hands-on role. You will translate business needs into action, solve problems alongside advisors and staff, and hold managed service partners and vendors to a high standard. You will also lead practical AI adoption and develop policies for safe, compliant technology use. Reporting to the CEO on an interim basis, you will have no direct reports at launch. The role offers a growth path to Head of Technology as Sonance adds partner firms.
Responsibilities
- Own the day-to-day relationship with MNP Digital, including service requests, escalations, invoice reviews and monthly service-level reviews.
- Oversee hardware, devices, networks, Teams calling and meeting-room technology, and provide hands-on technical support when needed.
- Lead Microsoft Entra ID single sign-on across core platforms, with multi-factor authentication.
- Support the client portal launch, resolve access issues, and manage joiner, mover and leaver processes and quarterly access reviews.
- Build a repeatable onboarding playbook for new partner firms.
- Lead device setup, Microsoft 365 email and file migrations, platform access and retirement of legacy systems, working with Integrations and Support Services.
- Act as the primary operational contact for platforms including Wealthbox, Addepar, Flyer and Co-Pilot, Planworth, nGauge, NetSuite and Invent.
- Resolve cross-vendor issues, maintain vendor oversight records and evaluate new tools.
- Work with an external consultant to identify, pilot and scale useful AI workflows.
- Partner with the Chief Compliance Officer on privacy, confidentiality and record-keeping requirements, and maintain an inventory of AI tools in use.
- Own the information-security program with MNP Digital, including risk assessments, vulnerability testing, incident response and staff training.
- Maintain and test technology continuity and recovery plans, own the IT and AI policy framework, and prepare evidence for audits and regulatory reviews.
- Build a rolling roadmap aligned with Sonance's growth, manage technology spending and licences, and report on service levels, security, projects and costs.
Requirements
- At least five years of progressive IT or technology-management experience, including direct oversight of managed service providers and vendors.
- Microsoft 365 administration experience across Exchange Online, SharePoint, Entra ID and Intune, including single sign-on implementation.
- Experience leading email cutovers, file migrations and device rollouts with minimal disruption.
- Working knowledge of NIST or CIS frameworks, incident response and business continuity, plus the privacy and record-keeping obligations of registered Canadian financial-services firms.
- Practical use of AI in your own work and the ability to explain its opportunities and risks to non-technical colleagues.
- A calm, collaborative approach to troubleshooting, vendor management and work across multiple offices.
- Experience in wealth management, financial advisory or another regulated financial-services environment is preferred.
- Familiarity with CRM, portfolio accounting, custodian integrations, client portals and the movement of data between platforms would be valuable.
- A degree in Computer Science, MIS or a related field, or equivalent experience, is also preferred.
Skills
- Microsoft 365 administration
- Exchange Online
- SharePoint
- Entra ID
- Intune
- Single sign-on implementation
- Email cutovers
- File migrations
- Device rollouts
- NIST frameworks
- CIS frameworks
- Incident response
- Business continuity
- AI adoption
- Troubleshooting
- Vendor management
- Wealth management
- Financial advisory
- CRM
- Portfolio accounting
- Custodian integrations
- Client portals
- Data migration
Location
- Toronto, Ontario
Work Type
- Hybrid
- Full-time
- Permanent
Experience Level
- At least five years of progressive IT or technology-management experience
Education Level
- Degree in Computer Science, MIS or a related field, or equivalent experience
Salary/Compensations
- Starting at CAD 150,000
About the Company
- Sonance is a growing advisory partnership.