Chief Technology Officer (Wealth Management)

What You'll Do

• Strategic Technology Leadership
• Evaluate and implement emerging technologies — including AI — to drive operational efficiency, scalability, and competitive advantage
• Advisory role to the CEO and executive team on technology trends, risks, and investment priorities
• Partner cross-functionally with Legal, Compliance, Data, and Operations leadership
• Own the company's IT infrastructure — networking, hardware, cloud, and software systems
• Manage and develop the internal IT team and oversee key external managed service relationships
• Evaluate and manage technology vendors, platforms, and tools
• Oversee IT support operations to ensure timely and effective issue resolution
• Cybersecurity, Risk & Compliance
• Lead a robust cybersecurity and risk mitigation posture across the organization
• Ensure compliance with state banking regulations and applicable requirements for a regulated financial institution
• Proactively manage technology-related risks and incident response
• Partner with Compliance and Legal to meet audit and regulatory obligations

  Requirements

  • Bachelor's degree in Information Technology, Computer Science, or a related field (or equivalent experience)
  • 15+ years of progressive IT leadership or management experience
  • Background in financial services, banking, trust, or other regulated industries
  • Strong working knowledge of networking, hardware, software, and security management
  • Expertise across cloud services, data services, network services, API management, compliance, and risk management
  • Proven ability to balance security with innovation and business enablement
  • Strong communication skills with experience advising C-suite and board-level stakeholders

  Preferred

  • Familiarity with state banking regulations and compliance frameworks
  • Experience managing external managed service provider relationships

  Benefits

  • Base Salary: Competitive; $170,000 to $200,000, commensurate with experience
  • Bonus: Discretionary annual bonus
  • PTO: Unlimited
  • Health: Fully paid Medical, Dental, and Vision from day one
  • Additional: Generous HSA, company-paid life and disability insurance, Safe Harbor 401(k)