Chief Information Officer

Summary:

The Chief Information Officer will be responsible for defining and executing Archwell Capital's technology strategy, ensuring that technology investments, infrastructure, applications, data capabilities, and technology operations effectively support the organization's business objectives. In addition to traditional CIO responsibilities, this executive will establish an enterprise technology governance framework across the family of companies, creating appropriate standards, visibility, accountability, and coordination while recognizing the differing operating requirements of individual businesses.

The CIO will serve as a strategic advisor to executive leadership and will partner closely with business and technology leaders across the organization to ensure technology capabilities are secure, resilient, scalable, cost-effective, and aligned with long-term business priorities.

Essential Job Duties and Responsibilities:

Technology Strategy & Leadership

• Develop and execute a comprehensive technology strategy aligned with Archwell Capital's business objectives and long-term priorities.

• Serve as the senior technology advisor to executive leadership on technology strategy, investments, emerging technologies, digital capabilities, and technology-related business opportunities and risks.

• Establish technology priorities, roadmaps, operating models, and investment plans.

• Evaluate emerging technologies, including artificial intelligence, automation, cloud platforms, data technologies, and other capabilities that may improve business performance.

• Ensure technology investments deliver measurable business value and appropriate returns.

Technology Operations

• Oversee enterprise technology infrastructure, cloud environments, networks, end-user technology, applications, platforms, telecommunications, and IT service delivery.

• Establish high standards for availability, performance, resilience, disaster recovery, and business continuity.

• Develop and maintain effective IT service management, support, change management, and technology asset management capabilities.

• Ensure technology environments can scale appropriately as the organization and family of companies evolve.

Applications, Data & Digital Capabilities

• Provide strategic oversight of enterprise applications, platforms, integration architecture, and data capabilities.

• Partner with business leaders to identify opportunities to simplify processes and improve productivity through technology.

• Establish appropriate technology architecture and integration standards.

• Advance responsible adoption of AI, automation, analytics, and other emerging technologies.

Family of Companies Governance & Oversight

• Establish and lead a technology governance framework across Archwell Capital's family of companies.

• Develop minimum enterprise technology standards, policies, architecture principles, and operating expectations while allowing appropriate flexibility for individual businesses.

• Maintain visibility into significant technology environments, investments, vendors, risks, capabilities, and initiatives across the portfolio.

• Establish mechanisms for technology leaders across the family of companies to report key metrics, risks, investments, incidents, and strategic initiatives.

• Review significant technology investments and transformation initiatives and provide appropriate governance and challenge.

• Identify opportunities to leverage shared platforms, enterprise agreements, common capabilities, preferred vendors, and centers of excellence where doing so creates value.

• Assess technology capabilities and risks associated with acquisitions, new investments, integrations, and divestitures.

• Develop productive relationships with CIOs, CTOs, and technology leaders throughout the family of companies.

Financial & Vendor Management

• Develop and manage technology budgets, forecasts, and investment portfolios.

• Establish processes for evaluating technology investments based on business value, cost, risk, and strategic alignment.

• Oversee strategic technology vendors and major commercial relationships.

• Identify opportunities for enterprise purchasing leverage and vendor consolidation across the family of companies.

Leadership

• Build and lead a high-performing technology organization.

• Establish clear accountability, performance expectations, succession planning, and talent development.

• Develop strong partnerships with business leaders and functional executives.

• Foster a culture of service, innovation, disciplined execution, transparency, and continuous improvement.

Other Job Duties and Responsibilities:

• Performs other related duties as assigned.

• Comply with all company policies and procedures.

• Maintain regular and punctual attendance.

Supervisory Responsibilities:

• This position has direct reports. Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Demonstrated ability to establish enterprise standards and governance without unnecessarily centralizing business operations.

• Strong financial and commercial acumen, including experience managing significant technology budgets and vendor relationships.

Education and/or Experience:

• 15+ years of progressive technology leadership experience, including significant executive-level responsibility.

• Prior experience as a CIO, CTO, divisional CIO, or senior technology executive within a complex organization.

• Demonstrated experience developing and executing enterprise technology strategies.

• Experience overseeing infrastructure, cloud, enterprise applications, data, technology operations, vendor management, and major transformation initiatives.

• Experience operating within a holding company, investment organization, multi-company enterprise, highly decentralized organization, or similarly complex environment strongly preferred.

• Experience with M&A technology diligence and integration preferred.

• Bachelor's degree required; advanced degree preferred.

Certificates, Licenses, Registrations:

• None Required

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

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