CHIEF INFORMATION OFFICER

About Ferguson Wellman:

For more than 48 years, our firm has designed and managed customized investment portfolios for high-net worth individuals, families, corporate retirement plans, endowments, and foundations. As of December 31, 2023,

we manage $8.4 billion for 990 clients in more than 30 states, making us one of the largest registered investment advisers in the country. We have offices in Portland, Oregon, and Bellevue, Washington.

About the position:

We are looking for an experienced Chief Information Officer to join our leadership team and oversee all aspects

of technology within our organization. This role will set the company's overall technology strategy, align it with

our business objectives and ensure its successful execution. They will also lead the IT department, manage the

technology budget and foster a culture of innovation and collaboration.

Responsibilities

• Set and communicate clear and realistic IT goals and priorities in alignment with the company's vision and

objectives

• Oversee the annual development and administration of a two-million-dollar IT budget, ensuring cost-effective

expenditures and optimized performance

• Ensure data security, integrity, and compliance with relevant standards and regulations

• Build and maintain strategic partnerships with external vendors and technology providers

• Define and implement the company's technology strategy, architecture, and roadmap, ensuring scalability,

reliability, and innovation

• Develop and oversee disaster recovery and IT security plans, minimizing risks and ensuring business

continuity

• Facilitate cross-functional collaboration and alignment on technology initiatives and projects

• Plan and execute the development and deployment of technical, web, and mobile services, identifying new

opportunities and solutions

• Advise and support other departments on technology-related matters, such as marketing, trading, and

operations

• Establish and enforce technology standards and best practices, ensuring quality and consistency

• Manage our IT team, clearly defining employee roles and company needs while fostering a culture of

learning and growth

• Share and promote the company's technological vision, opportunities, and risks with internal and external

stakeholders

• Stay updated on current and emerging industry trends, technologies, and best practices

• Represent the company at relevant conferences and networking events

Qualifications

Bachelor's degree in computer science, engineering, information systems, or related field (master's degree
preferred)
Previous experience as a CIO, director, or similar leadership role
Prior experience as a senior leader overseeing architecture and engineering for enterprise-wide technology
platforms and leading SaaS technology platforms
Broad knowledge of software engineering: languages, frameworks, techniques, and industry trends
Experience leading complex, significant changes and initiatives; demonstrated skills in change
management on an organizational and interpersonal level; experience with integrating teams across
multiple business departments
Experience designing and managing an IT governance framework across the spectrum of IT service
delivery
Excellent communication, leadership, and strategic thinking abilities with a problem-solving
aptitude
Solid understanding of broad technology trends and the ability to align innovation with business
goals
Strong communication skills, with the ability to convey technical topics in easy-to-understand
business terms and work collaboratively with cross-functional teams and external partners
Strategic thinking, including identifying new opportunities, driving clarity, creating focus, and
making tough decisions in complex and dynamic contexts
Ability to track and identify new technologies to solve complex business issues

Compensation and Benefits:

Salary to be consistent with experience and potential, ranging from $150,000 to 200,000
Benefits for this position include an annual discretionary bonus, generous profit-sharing contribution, insurance (medical, dental, vision, life, and long-term disability), paid time off (PTO) and remote workdays (RWD), donation reimbursement, tuition reimbursement, and paid monthly parking. We also offer a flexible and supportive work environment, with opportunities for remote work and teambuilding events. Ferguson Wellman provides its employees with the opportunity for equity ownership over time.

Ferguson Wellman recruits, employs, trains, compensates, and promotes regardless of race, color, religion, national origin, gender, gender identity or expression, sexual orientation, disability, age, veteran status, and other protected status as required by applicable law.

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Chief Information Officer