EVP, Chief Information Technology Officer

EVP, Chief Information Technology Officer

More Than A Job!

Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us.

Benefits Include:

• Financial wellbeing services
• 401(K) matching with up to 5% match
• Reduced health insurance
• Employee wellbeing services
• DE&I initiatives
• Work-life balance

Job Summary

First and foremost, this is a leadership role for a progressive technology expert with a deep understanding of industry evolution and a focus on optimal customer service, operating at the confluence of technology and human interaction. The Credit Union absolutely believes that the delivery model for financial services is changing in real time as everything becomes digitized. The Credit Union has enhanced tech stack through software development putting it in a unique position to leverage the software in a fintech capacity. The Credit Union aspires to leverage technology to deliver effective, efficient customer service, sharing electronic interfaces that put it on par with the fintech marketplace.

The Chief Information Technology Officer will lead all innovative development for the organization, as well as internal IT infrastructure and operations. The CITO will be tasked with furthering the credit union's overall technology innovation and solutions philosophy and defining the strategy for continuous technological evolution in such a way that drives significant value within the Credit Union, with an unconditional focus on the member. The role places significant emphasis on agile development practices, enterprise analytics, automation, and business intelligence capabilities that enable faster decision-making, improved operational performance, and scalable member-focused solutions. As a true driver of the business, the CITO is expected to partner with business line leaders proactively - ensuring alignment of the technology vision with business strategy. This CITO will serve on the credit union's Leadership Team and play an integral role in driving the institution''s strategic direction. And while this leader will drive strategy, there is an expectation that they will roll up their sleeves and get in the weeds when called for.

What You'll Do

• Develop and execute a comprehensive enterprise technology strategy aligned with Lake Trust's compass, strategic priorities, and long-term growth objectives.
• Provide executive oversight for all information technology functions including infrastructure, networking, cloud technologies, cybersecurity, enterprise systems, telecommunications, application support, service delivery, and technical operations.
• Lead enterprise agile development practices and oversee the delivery of scalable, secure, and member-focused technology solutions through modern software development methodologies.
• Establish and maintain high-performing agile teams focused on innovation, continuous improvement, collaboration, accountability, and operational excellence.
• Direct all phases of the software development lifecycle including planning, prioritization, design, development, testing, implementation, release management, and ongoing optimization.
• Lead the organization's business intelligence and data strategy including enterprise reporting, analytics, dashboards, data governance, and actionable insight development.
• Partner with executive leadership to leverage data, analytics, automation, and emerging technologies to improve decision-making, operational effectiveness, and member experience.
• Drive digital transformation initiatives that improve organizational scalability, efficiency, service delivery, and competitive positioning.
• Establish technology governance frameworks, operational standards, and investment priorities that balance innovation, risk management, compliance, and financial stewardship.
• Ensure the integrity, security, reliability, and availability of organizational systems and data through comprehensive cybersecurity and risk management practices.
• Oversee IT's disaster recovery, business continuity, cybersecurity incident response, and enterprise technology resilience planning.
• Ensures the IT team is engaged early and contributes effectively to enterprise projects by providing technical expertise, identifying risks and dependencies, aligning solutions with enterprise architecture and security standards, and supporting timely, practical decision-making throughout project planning and delivery.
• Maintain compliance with all applicable regulatory requirements, audit standards, and industry best practices related to information technology and information security.
• Serve as executive liaison with IT teams of CUSO partnerships, leveraging industry collaboration to drive innovation, optimize investments, and strengthen Lake Trust's competitive position. Maintains strong knowledge of CUSO platforms, cybersecurity practices, and technology roadmaps to ensure effective integration, alignment with Lake Trust architecture, protection of organizational assets, and delivery of secure, scalable solutions that support business and member needs.
• Develop and manage enterprise technology budgets, vendor relationships, contract negotiations, and technology investment planning.
• Build strong partnerships across business functions to align technology solutions with organizational needs and strategic objectives.
• Lead, coach, and develop technology leaders and team members through succession planning, performance management, mentoring, and professional development initiatives.
• Present technology strategies, risks, priorities, and performance metrics to executive leadership and the Board of Directors.
• Evaluate emerging technologies, industry trends, and innovation opportunities to ensure the credit union remains forward-thinking and strategically positioned.
• Represent Lake Trust on community and industry-related initiatives and boards.

What You'll Bring

• Bachelor's Degree
• An MBA is highly preferred
• Minimum of 15 years of experience leading technology innovation in organizations of scale.
• Experience supporting a Microsoft environment.
• Expert skill in managing vendor relationships to ensure maximum ROI on the investment in the vendor and a long-term working relationship.
• Knowledge of existing industry standards, technologies, and operational norms, specifically as they relate to hosted core system operations.
• Complete understanding of information services principles, theories, and concepts.
• Success in creating and communicating a long-term vision/strategy as well as outlining reasonable, incremental steps to achieve the ultimate goal.
• Ability to recognize opportunities to utilize existing and emerging technologies to maximize effectiveness and profitability.
• Demonstrated leadership experience and impact in:
• Building Leadership teams;
• Organizational and positional influence without having direct supervisory relationships; and
• Senior-level/Board-level presentations.
• Ability to analyze, interpret, and synthesize data. Translate findings into actionable information.
• Possess collaborative decision-making abilities to forge successful partnerships across organizational boundaries, at both senior and operational levels.
• Strong process and analytical skills, excellent interpersonal and communication skills, and the ability to work collaboratively with a variety of stakeholders at all levels.
• Aptitude for analytics and reporting. Extensive leadership experience with a strong personal presence.
• Able to create and communicate a clear, inspiring vision and translate that vision into a practical, results-focused action plan.
• Possess collaborative decision-making abilities to forge successful partnerships across organizational boundaries, at both senior and operational levels.
• Capable of leading initiatives while leveraging and respecting a broad range of constituencies, including Operations, Marketing, Finance, Human Resources, and Corporate Leadership. Confidence to lead through influence and strength of character, but with no need for a command-and-control structure.
• Influencing and Negotiating - Outstanding capability to work within and through teams with sensitivity. Serve as a change agent with an open and flexible approach.
• Strategic Thinking - Top ability to formulate long-term digital strategies while being sensitive to tactical/operational implementation realities.
• Process Management/Performance Management - High competency in managing resources and projects to achieve goals with attention to detail, commitment to timing, and within the framework of available resources. Strong ability to set clear and measurable objectives, delegate responsibility, differentiate performance, reward and recognize outstanding performance, and take appropriate action to correct low performance.

What You'll Get

• Ability to collaborate and build a sense of togetherness that contributes to a positive work environment.
• Being open to change and embracing new opportunities can lead to diverse experiences and career advancement.
• By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.