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“RFG is the best firm no one has heard about yet.”
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We Are RFG Advisory

Building the #RIA of the Future

There’s never been a more exciting time to work in wealth management – and RFG Advisory is at the forefront of the industry.

We are building the #RIA of the Future to serve Independent Advisors. Our award-winning support platform empowers Advisors to deepen their 1-1 client relationships, attract new prospects, and grow organically by 5x compared to the industry average. 

What We Offer

“IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON’T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO

You should be excited to go to work. You should love who you work with. You should be inspired by the mission. You should feel challenged, appreciated, and energized.

We are committed to building an inspirational workplace that puts our team first so we can wake up every morning to CRUSH IT for our clients.

Competitive Salary & Bonus

We’re committed to rewarding your talent and ambition. With competitive salaries and a bonus program designed to recognize exceptional performance, we invest in our team just as they invest in us.

Comprehensive Benefits Package

Health, dental, vision, life, and disability insurance, as well as ancillary benefits like IDShield, LegalShield, and pet insurance. We also offer parental leave.

Paid Vacation & Holidays

We celebrate taking time off to recharge. Start off with 20 days of PTO each year and 14 holidays, including all stock exchange holidays.

One-Team, One-Dream Mindset

Monthly town hall, roundtable calls and training for tech and compliance, regular huddle calls, functional team check-ins, quarterly performance checks.

Community Involvement

We participate in Crush It for Charity, our annual firm-wide event raising money for The Boys & Girls Club, St. Jude's, and Alzheimer’s Association. Team members also receive 8 hours each year of paid Charitable Workday time.

Swag

It isn’t just about looking good – it’s about feeling part of something great. RFG’s lineup includes everything you need to showcase your team spirit, whether you're in the office or on the go.

Join the RFG Advisory Team

We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm, and grit. We like to say, “Look left, look right – there’s a force multiplier.” We make mistakes, we practice radical candor, we iterate to excellence, we love big.

If you want to be a part of building something special, we’d love to meet you!

Open Opportunities

Senior Director of IT and Cybersecurity

RFG Headquarters · Full-time · Management

About The Position

RFG Advisory's technology infrastructure is growing fast, and this role exists to make sure the firm's security, architecture, and AI integrations grow with it, not behind it. The Senior Director of Technology takes hands-on ownership of the systems, safeguards, and AI integrations that infrastructure, cybersecurity, corporate technology, and helpdesk run on every day. This is a player-coach role that combines senior technical judgment with direct execution: architecting secure platforms, building AI integrations personally when speed matters, and leading the team that keeps all four functions running as one coordinated operation.


At RFG, leadership means modeling the behaviors we expect, rolling up our sleeves, and actively contributing to the success of our teams. Our leaders inspire through action, foster trust through transparency, and elevate others by investing in their growth.


Location: This role can be in our Birmingham office or remote.

  • If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote). 
  • If remote, occasional travel to Birmingham will be required including onboarding.


Reports to: Vice President of Technology



What You'll Do


Security & Risk Leadership

  • Own RFG's cybersecurity strategy and posture across infrastructure, endpoint, identity, and emerging AI tools.
  • Set security standards and guardrails for how AI tools access and handle firm and client data, and represent RFG's posture to auditors, regulators, and vendors as needed.
  • Lead incident response for security events, escalating material incidents to the VP of Technology immediately.
  • Maintain a cybersecurity posture that is mature, audit-ready, and continuously improving.


AI Integration & Platform Architecture

  • Set the architecture standards that keep AI integrations and broader platform work secure, scalable, and maintainable.
  • Build AI-powered workflows and integrations personally when speed matters, without compromising security or data governance.
  • Evaluate new AI tools and platforms; partner with the Project Manager on build versus partner decisions for new technology initiatives.
  • Move standard AI integrations from concept to secure production use within 30 days.


Corporate Technology Adoption & Enablement

  • Drive adoption of ZohoOne, RingCentral, Zoom, Insider, and AI tools across RFG, partnering with teams to measurably reduce manual work and repeat support requests.
  • Ensure infrastructure and corporate technology reliability protects the systems Advisors and corporate staff depend on daily, maintaining uptime at or above 99.9%.
  • Partner with vendors across the technology stack, holding them accountable to SLAs, timelines, and quality standards.
  • Establish KPIs for adoption and service quality and track them quarter over quarter.


Team Leadership

  • Lead the Director of Infrastructure and the Systems Administrator, Business Applications, along with their teams, setting clear priorities and standards across infrastructure, cybersecurity, corporate technology, and helpdesk.
  • Build career paths, ownership structures, and a culture of accountability through regular one-on-ones and direct, growth-oriented feedback.
  • Reduce key person risk by ensuring every function has documented processes and more than one person who can run it.
  • Coach and develop the team to operate as one coordinated function with shared standards, not four disconnected teams.

Requirements

Experience

  • 8+ years of progressive experience in technology leadership, with demonstrated ownership across infrastructure, cybersecurity, and corporate technology functions.
  • Proven track record setting and executing cybersecurity strategy in a regulated or compliance-sensitive environment.
  • Hands-on experience architecting and building AI integrations and automations in a production environment.
  • Experience leading multi-functional technology teams including infrastructure, security, and helpdesk.
  • Background in financial services, wealth management, or a similarly regulated industry preferred.
  • Experience managing vendor relationships and holding partners accountable to SLAs and delivery timelines.


Skills & Competencies

  • Player-coach who combines strategic judgment with direct execution; comfortable moving between architecture decisions and hands-on builds.
  • Strong security instincts with the ability to set guardrails for AI and emerging technology without blocking adoption.
  • Clear communicator who can translate technical risk and architecture decisions into plain language for non-technical leaders.
  • Builds cultures of accountability and ownership; sets clear expectations and follows through on development commitments.
  • Operates with urgency and precision on incident response while maintaining composure and clear escalation judgment.
  • Thinks in systems; reduces key person risk, documents processes, and builds functions that can run without them.


Technology & Tools

  • Deep familiarity with ZohoOne, RingCentral, Zoom, and comparable corporate technology platforms.
  • Experience with AI tooling evaluation, governance, and production deployment.
  • Infrastructure and endpoint security platform experience required.
  • Familiarity with identity and access management, audit readiness, and penetration testing processes.
  • Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot; actively uses them to improve productivity, architecture decisions, and team workflows.


Education

  • Bachelor's degree in Computer Science, Information Systems, or a related field; equivalent professional experience considered.
  • Relevant certifications in cybersecurity, cloud architecture, or AI integration are a meaningful advantage.

Company

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. 

Benefits and Compensation

Salary: $150,000-$175,000

  • Competitive salary + bonus pool
  • Generous PTO, holidays, and a Charitable Service Day
  • Health, dental, vision insurance + RFG Advisory stipend
  • Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
  • Lifestyle Spending Account
  • 401(k) with Safe Harbor contribution
  • Paid parental leave, short- and long-term disability, life insurance
  • Surface Pro + home office setup
  • Pet Insurance
  • Continuing education and professional development support

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