Chief Technology Officer (CTO), Enterprise Transformation & Platform Strategy

Chief Technology Officer (CTO), Enterprise Transformation & Platform Strategy About the Company Personalized wealth management for life’s complex financial decisions IndustryFinancial Services TypePrivately Held Employees51-200 About the Role The Company is seeking a Chief Technology Officer to lead enterprise technology transformation and platform strategy in a regulated, data-intensive environment. The role will develop a phased modernization roadmap, simplify and integrate the technology ecosystem, and guide decisions about what to build, buy, integrate, or retire. Responsibilities include establishing unified data standards and integrations; advancing practical, governed AI and automation; and strengthening cybersecurity, resilience, privacy, and regulatory controls. The CTO will also redesign workflows with business teams, lead adoption and organizational change, manage technology investments and partners, and report progress, risks, and outcomes to executive leadership and the Board. Candidates should have a proven record leading enterprise technology transformation, modernizing fragmented systems, integrating data, and improving business performance and adoption. Strong technical judgment across cloud architecture, data platforms, systems integration, identity and access management, cybersecurity, and build-versus-buy decisions is required, along with practical experience deploying governed enterprise AI. Experience in wealth management, registered investment advisory, fintech, or related financial services is preferred. The role also calls for team-building, budget and partner management, cross-functional leadership, and clear executive and Board communication. A bachelor’s degree in computer science, engineering, information systems, or a related field—or equivalent practical experience—is required. Hiring Manager TitleCOO Functions Information Technology