Overview

The 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 Objectives

Align technology strategy with investment performance, firm growth, and regulatory requirements
Ensure secure, scalable, and high-performing environments for clients
Act as the executive interface between client leadership, and Abacus delivery teams
Drive adoption and optimization of the Abacus platform (IT, Cyber, Infrastructure, Data) in alignment with regulatory and audit expectations
Identify opportunities for efficiency, risk reduction, compliance maturity, and innovation

Key Responsibilities

Strategic Advisory & Client Leadership

Serve as a CIO / CTO level advisor to financial services clients
Develop and maintain technology roadmaps aligned to client business objectives
Translate complex technology concepts into business and financial impact
Guide executive stakeholders (CIO, COO, CFO, Partners) on:

Technology investments
Risk management strategies
Operational scalability

Financial Services Technology Expertise

Advise on and support environments including:

Portfolio Management Systems (PMS)
Order Management Systems (OMS)
Market data platforms (Bloomberg, FactSet, etc.)
Fund accounting and investor reporting systems

Understand and optimize:

Trade lifecycle workflows
Deal lifecycle (private equity)
Data flows and dependencies across systems

Infrastructure, Performance & Availability

Ensure high availability and performance of mission-critical systems
Guide clients on:

Cloud strategy and infrastructure design
Performance optimization and scalability
Global connectivity and office expansion

Define and align Business Continuity and Disaster Recovery (BCDR) strategies with operational risk tolerance (RTO/RPO)

Cybersecurity & Risk Management

Advise on cybersecurity strategies aligned to financial industry risks
Ensure alignment with:

SEC and regulatory expectations
SOC 2, NIST, ISO frameworks

Promote a risk-based approach to technology decision-making, including emerging risks associated with new technologies

Data Strategy & Emerging Technology

Guide clients in developing modern, well-governed data environments to support:

Investment decision-making
Reporting and analytics

Identify opportunities to improve:

Data accessibility
Operational efficiency
Insight generation

Advise on practical applications of emerging technologies, including AI, ensuring alignment with business objectives, data governance, and security requirements

Vendor & Platform Strategy

Evaluate and rationalize client technology stack, including:

Market data providers
Trading and fund platforms
Security and infrastructure vendors

Support vendor selection and cost optimization
Provide guidance on emerging technology vendors (including AI-related solutions) to ensure alignment with security, scalability, and business value
Ensure alignment to Abacus’ standardized platform for scalability and margin optimization

Client Success & Relationship Management

Build and maintain trusted, long-term executive relationships
Collaborate with CXMs to lead Business Reviews and strategic planning sessions, ensuring alignment between client goals, technology strategy, and delivered outcomes
Partner with CXMs to proactively identify, escalate, and remediate at-risk client relationships
Work jointly with CXMs to ensure clients achieve measurable value, drive adoption of services, and become strong advocates for Abacus

Operational Alignment & Continuous Improvement

Partner 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 execution
Analyze service trends to identify:

Efficiency opportunities
Cost optimization
Service improvements

Contribute to continuous feedback loops that refine both client outcomes and Abacus service delivery

Qualifications & Experience

Required Experience

7+ years in a technology leadership, consulting, or advisory role
Experience supporting financial services firms (hedge funds, private equity, asset management, or similar)
Proven experience working with C-level stakeholders

Preferred Experience

Background in a financial services-focused MSP or consulting firm
Experience with capital markets technology ecosystems
Exposure to cloud-first infrastructure environments
Familiarity with data analytics, automation, or AI-enabled business tools

Education

Bachelor’s degree in Information Technology, Business, Finance, or related field preferred

Knowledge, Skills, and Abilities

Industry & Technical Expertise

Strong understanding of:

Financial services operating models
Trading and investment workflows
Data sensitivity and confidentiality requirements (MNPI)

Knowledge of modern IT environments including:

Cloud platforms
Cybersecurity frameworks
Enterprise applications

Strategic & Business Acumen

Ability to connect technology decisions to:

Business performance
Risk exposure
Financial outcomes

Ability to evaluate emerging technologies pragmatically, focusing on real business impact over hype

Communication & Executive Presence

Exceptional ability to communicate with:

Executives and investment professionals
Technical and non-technical stakeholders

Strong presentation and storytelling capabilities

Relationship Management

Proven ability to build trust and influence at senior levels
Strong negotiation and vendor management skills

Operational Discipline

Strong time management and prioritization
Ability to operate in high-pressure, time-sensitive environments
Commitment to documentation, process adherence, and continuous improvement

Success Profile

The successful VTE will:

Think like a business leader, not just a technologist
Understand how technology impacts investment performance
Operate with a strong sense of urgency, precision, and accountability
Balance innovation with governance, particularly when introducing emerging technologies
Act as a force multiplier across clients and internal teams

Benefits of Working for Abacus:

Exposure to diverse array of technologies
Part of a team of experienced colleagues who aim to deliver exceptional service
Competitive compensation
Performance bonus
Robust benefits package: medical, dental, vision, disability, life insurance, 401k, and PTO
Opportunities to further technical education through online courses
Positive, friendly, supportive work environment

Salary: 125-175k DOE + performance bonus

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