Patrick Javier

SK Agreement & Next Steps

• Amy confirmed that SK has alignment, approval, and a signed agreement to proceed with the search.
• Initial candidate screenings will involve Amy, Jim Crossen (CFO), TaylorThompson (General Counsel), and a new, unnamed Head of Portfolio Operations.
• Amy emphasized the need for a candidate who can develop a technology playbook for firm infrastructure and has private equity experience.
• John will be assisted by Mike and Mariah, his Director of Recruiting, who will be the dedicated recruiter for this search.
• John requested a 30-45 minute kickoff call next week with Amy, Jim, and Taylor to discuss the job description and answer questions.
• Amy will coordinate with her admin, Taylor's admin, and Jim's admin to schedule the kickoff meeting.
• John will send an invoice for the retainer and a W-1 form to Amy. (right after kickoff meeting happens)

IT Role Details

• The current IT support is handled by an admin supporting the executive committee and a third-party administrator, Thrive.
• Taylor is currently making technology compliance decisions that are perceived as over-locking and making technology engagement harder.
• The new IT hire will address technology initiatives, including the deployment of 73strings and integration with NetSuite (existing ERP).
• The role involves optimizing existing technologies, identifying new needs, onboarding new systems, and ensuring optimal usage.
• The position is a "building job" with significant opportunity to shape the firm's technology landscape.
• The company will be 80 employees strong once Jason joins.
• The new IT hire will be heavily involved in answering DDQs (diligence questionnaires) for the upcoming Fund 7 fundraise.

Candidate Requirements

• A four-year college degree is not a strict policy, but a compelling candidate without one would be necessary.
• John noted that IT is a field where many successful individuals may not have completed a four-year degree.

Company Structure & Related Entities

• Amy clarified that job postings on LinkedIn under "SK" that appear to be different companies are cross-marketing for portfolio companies.
• TPC Group, a company that appeared in a screenshot Mariah sent, is no longer owned by Amy's firm, so its appearance is an error.
• Jamshid, a co-founder, signed the agreement.
• Jamshid and Barry, co-founders, are Iranian and were sent out of Iran before the revolution, similar to Amy's brother-in-law Hussein.

IT Director A growing investment firm seeks an experienced IT Director to assess, refine, and elevate their entire technology function. This is a newly created leadership role for a firm that is scaling rapidly and preparing for increased operational and regulatory demands.   The i successful candidate will be hands-on, highly articulate, comfortable advising senior leadership, and able to quickly evaluate systems, vendors, and processes and work across different functions of the firm to drive results. This individual will own the IT function and help shape the firm’s long-term technology strategy.   Responsibilities

• Conduct a comprehensive assessment of the current IT infrastructure, including MSP performance, cloud infrastructure, information security programs, and application ecosystem.
• Lead vendor and product (e.g., CRM, investment management systems, compliance platforms, security tools) evaluations and due diligence.
• Review current MSP relationship and evaluate, recommend and onboard alternative support models.
• Lead overall relationship management and oversight of 3rd party help desk vendors and MSPs
• Ensure technology, processes, and controls align with the requirements of the SEC and other regulatory/compliance regimes, investor expectations and best practices. .
• Oversee follow-ups from penetration tests, audits, and security assessments and recommend remediation or other go-forward adjustments to firm policies and procedures.
• Review and strengthen cybersecurity programs (MFA, data-loss protection, email security, backup policies, endpoint protection, etc.).
• Advise firm leadership and — when needed — speak with investors or consultants about the firm’s IT and information security programs.

 

• Work closely with internal stakeholders across the finance, portfolio operations, compliance, and investment teams to assess, devise and implement solutions to address pain points.

Required Experience & Skills

• Experience working for a Registered Investment Advisor (RIA), private equity fund, hedge fund or similar financial services firm is required.
• Proven success supporting/leading IT for 75+ users.
• Strong background managing and evaluating MSP providers.
• Familiarity with RIA regulatory requirements, investor due-diligence processes, and responding to DDQs.
• Experience with pen testing processes, remediation planning, and security controls.
• Hands-on knowledge of common RIA/financial-services technologies, such as:
  • Microsoft 365 (SharePoint, OneDrive, Teams, Office 365)
  • Microsoft Dynamics CRM
  • Compliance platforms (e.g., Compliance Alpha, Schematic)
  • Patch management, device encryption, remote support
  • Email security tools (e.g., Mimecast)
  • Data/analytics and investment platforms (e.g., Trep, Costar, Argus)
  • Cloud-hosted environments and endpoint management services (Intune, Azure / O365 ecosystem)

• Experience administering and managing a cybersecurity program, including:
  • Incident response planning
  • Vendor risk management
  • Data loss protection
  • RIA regulatory requirements
  • Cybersecurity insurance requirements and audits
  • SOC 2 compliance
• Understanding of AI-related workflows (the firm is beginning to adopt AI tools).
• Strong verbal communication skills — capable of explaining technical topics clearly to non-technical stakeholders.
• Self-starter, low-ego, “figure it out” mindset; comfortable owning the IT function with limited oversight.
• Ability to evaluate systems, identify gaps, and produce clear and actionable recommendations

Associate Director, Digital Marketing - (Head of Digital Experience / Website)

For our direct client, a highly successful and well-established company at a pivotal moment in its digital evolution—including the launch of major new eCommerce initiatives—we are seeking an experienced digital marketing leader to join their team. This newly created Associate Director role offers significant growth potential and will play a critical role in modernizing the customer journey and driving measurable business impact.

At its core, this role is about end-to-end ownership of the company’s digital experience, with a primary focus on website strategy, performance, and conversion. The ideal candidate will combine strategic vision with hands-on execution to transform the website into a best-in-class, revenue-driving platform.

Key Responsibilities:

• Own the company’s website as a core digital asset, with full accountability for performance, user experience, conversion rates, and ongoing optimization.
• Define and lead the website roadmap, including UX enhancements, content strategy, personalization, and feature development in support of business and eCommerce goals.
• Drive digital conversion and optimization strategy, improving lead quality, funnel performance, and revenue generation.
• Design and execute A/B and multivariate testing across the website and digital funnels to continuously improve performance.
• Partner closely with IT and development teams to ensure seamless execution of site enhancements, functionality, and performance improvements.
• Collaborate with paid media teams to ensure SEM, SEO, display, and social efforts effectively drive high-quality traffic and align with on-site conversion strategies.
• Translate web analytics and customer behavior data into clear insights, KPIs, and actionable recommendations for senior leadership.
• Play a central leadership role in the company’s upcoming eCommerce launch, ensuring the website is optimized as a primary sales and engagement channel.
• Manage and hold accountable external partners, including web development vendors, UX consultants, and media agencies.
• Lead and develop a small team while remaining deeply hands-on in execution.

Experience and Skills Desired:

• 7–10+ years of progressive experience in digital marketing within a consumer-facing environment.
• Demonstrated ownership of website strategy and performance, with strong expertise in CRO, UX optimization, and digital analytics.
• Proven track record of driving measurable improvements in website conversion and customer journey performance.
• Experience influencing or partnering on paid media strategy; strong understanding of how acquisition channels integrate with on-site experience.
• Hands-on experience with Salesforce Marketing Cloud or similar CRM platforms; GA4 required, Tableau a plus.
• Proven ability to lead complex digital initiatives end-to-end, including direct collaboration with technical teams.
• Comfortable operating at both strategic and execution levels in a fast-paced environment.
• Collaborative, pragmatic leadership style with the ability to influence cross-functional stakeholders.
• Experience in luxury goods, hospitality, travel, or premium consumer brands strongly preferred.

Why This Role:

• Newly created position with true ownership of the company’s digital and customer experience
• High-impact, highly visible role shaping the future of digital and eCommerce for a respected luxury brand
• Opportunity to build and optimize a modern, high-performing website that directly drives revenue and customer engagement
• Hybrid work model (3 days onsite) and strong benefits; collaborative culture with long-term employee tenure and loyalty

Company HQ is in the Norwalk, CT area, and in-person collaboration (3 days/week) is essential for success in this role. Relocation support will be considered.

If you’re a digitally fluent leader who thrives on owning and optimizing the full website experience—and wants to make a tangible impact—this is an exceptional opportunity.

Send your resume today for immediate consideration.

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