Senior Director - Head of Technology

New York, NY

Senior Director, Head of Technology – New York City


Concertiv is hiring a Senior Director to work with investment banking, private equity, and asset management executives on their Technology and IT programs. As a Senior Director, you would be responsible for managing client technology expenditures, advising on the procurement of new supplier agreements, negotiating with vendors, and supporting the growth of Concertiv’s Technology vertical. The Senior Director will have managerial responsibilities over a team that currently includes two Associates and an Analyst.

This is a hands-on role, offering broad exposure to project management, negotiation tactics, and financial services operations in a highly entrepreneurial environment. While there is a substantial analytical component to the position, it is also very much about ‘doing’ and rapidly implementing ideas, including executing the details of data-driven projects and producing client-ready presentations. This is a client-facing and vendor-facing role. 

A high degree of discretion is required, as you will frequently handle sensitive and confidential information within elite financial services institutions. Please email your resume and interest to

What you’ll do:

  • Advocate for clients by negotiating vendor agreements and recommending best-in-class service providers
  • Lead MSP RFPs and the maintenance of up-to-date MSP vendor landscapes
  • Analyze business cases, cost projections, and vendor proposals
  • Lead client check-in calls with senior executives (e.g., COOs and CFOs)
  • Publish product vendor landscapes to help clients assess solution values
  • Play an active role managing the day-to-day execution and professional development of the Technology vertical staff
  • Establish partnerships with key suppliers to enhance Concertiv’s buying power and suite of industry relationships
  • Increase year-over-year Technology vertical revenue by implementing retention strategies for existing clients
  • Generate internal and external reports to track Concertiv’s execution wins and negotiating successes

You should have:

  • 10+ years of professional experience 
  • Experience working with major technology providers (e.g., hardware, infrastructure, resellers, MSPs, etc.)
  • Ability to speak authoritatively to client stakeholders including the C-Suite
  • Math, data manipulation, and presentation skills to create client-facing work in Excel and PowerPoint
  • Effective written communication via email, presentations, and white papers/industry analyses
  • Ability to balance simultaneous negotiations and advisory projects across multiple clients; calm under pressure

Who will love this job:

  • competitor: you are motivated to deliver wins on behalf of clients
  • team player: you know when to collaborate and when to execute solo
  • problem solver: you ask the right questions and drive towards solutions with exceptional attention to detail
  • builder: you will develop our infrastructure, playbook, and process to support our growth 


  • Competitive compensation and upside potential 
  • Opportunity to drive the product vision of an industry-disrupting business
  • Exposure to business leaders across finance, law, consulting, and technology
  • Sharp, motivated co-workers in a flexible and dynamic office environment
  • Great work/life balance, including flexible vacation policy

About Concertiv:

  • Concertiv is a decision-support platform that provides data analytics, group purchasing, and managed services to professional services firms and their key suppliers

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