Chief Product & Technology Officer (CPTO) - New Frontier Advisors

About the role

New Frontier Advisors is a research-driven investment management and financial technology firm based in Boston, MA. The firm has a long history of innovation in portfolio optimization, asset allocation, and institutional-quality investment solutions. For more than 25 years, New Frontier has developed and applied advanced investment technology to support portfolio construction, model portfolios, custom client solutions, and objective-driven investment management.

Responsibilities

• Partner with the CEO/CIO, Chief Strategy & Growth Officer, investment research, operations, compliance, and client-facing teams to translate New Frontier’s strategic product direction into a clear product roadmap, technical architecture, and execution plan.
• Own the product delivery process, ensuring business priorities, advisor workflows, investment methodology, operational requirements, and client needs are converted into clear specifications, development priorities, and release milestones.
• Evaluate opportunities to modernize existing systems while preserving accuracy, continuity, auditability, data integrity, and investment methodology.
• Ensure platform scalability, reliability, security, performance, operational resilience, and maintainability.
• Define and enforce technical standards that support API development, modular deployment, data connectivity, permissions, reporting, enterprise use cases, and future integration needs.
• Lead the development of a scalable technology and integration strategy for custodians, advisor platforms, portfolio reporting systems, CRM tools, data providers, trading systems, and other wealth technology partners.
• Help define where AI can responsibly support workflow automation, advisor support, reporting, documentation, analytics, engineering productivity, and internal efficiency without compromising investment integrity, regulatory obligations, data protection, or proprietary methodology.

Requirements

• The ideal candidate is a senior product-and-technology executive with experience leading technology, engineering execution, and product delivery in a financial technology, wealth management, investment management, SaaS, or enterprise software environment.
• This person should bring strong technical judgment, practical product instincts, commercial awareness, and the leadership maturity to help guide an established investment firm through a major product and platform expansion.
• The right candidate will not expect to define the firm’s investment philosophy or product vision independently. Rather, they will be energized by the opportunity to partner with the CEO/CIO and executive leadership team to turn a strong strategic vision into a scalable, secure, commercially viable technology platform.