Job Summary

The Vice President, Infrastructure & Operations provides strategic and operational leadership for Cambridge’s technology environment—driving reliability, security, and scalability across the enterprise. This role leads multiple teams including Helpdesk, Application Support, Production Support, Infrastructure, and Cybersecurity. The VP will shape the technology strategy, foster innovation, and ensure alignment with the firm’s business goals, regulatory requirements, and client service standards.

At Cambridge, we believe in combining innovation, integrity, and collaboration to empower financial professionals and their clients. As our technology landscape continues to evolve, this role offers the opportunity to shape the firm’s future by leading teams that keep our platforms secure, our systems reliable, and our users connected.

Key Deliverables And Responsibilities

Partner with the CTO and executive team to develop and execute the firm’s technology strategy, ensuring it supports business growth, operational efficiency, and security.
Oversee the daily operations of the technology organization, ensuring uptime, performance, and exceptional service delivery to internal associates and external financial professionals.
Direct the firm’s cybersecurity framework and incident response strategies, ensuring compliance with FINRA, SEC, and other regulatory bodies. Conduct regular risk assessments, audits, and testing to maintain a strong security posture.
Lead the design, maintenance, and continuous improvement of enterprise infrastructure—including networks, servers, data centers, and cloud environments—to ensure resilience, scalability, and modernization.
Evaluate and manage technology vendors, cloud providers, and managed service partners. Negotiate and maintain cost-effective contracts and SLAs that align with organizational needs.
Guide Helpdesk and Production/Application Support teams to deliver high-quality, timely, and empathetic support experiences. Establish service standards and metrics for continuous improvement.
Lead organizational transformation initiatives by promoting innovation, transparency, and adaptability. Empower teams through clear communication, mentorship, and development opportunities.
Maintain and evolve the firm’s business continuity and disaster recovery programs to ensure operational resilience.
Oversee adherence to information security policies, technology standards, and industry regulations across all technology functions.

What We Are Looking For

The ideal candidate will have advanced experience in IT leadership experience, enterprise infrastructure, networks, cloud technologies (Microsoft Azure preferred), and cybersecurity frameworks. This leader must bring strong technical acumen, the ability to drive organizational change, and a people-first leadership style that inspires collaboration and accountability across the department and the firm.

Certifications

Financial Industry Regulatory Authority (FINRA) Series 7 required within 12 months of being hired.

Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits package here.

Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.

Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/

Work Environments

This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.

Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.

Cambridge Investment Research, Inc.

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