Chief Information Officer
Company Description
TrueNorth Financial Planning, LLC is a privately held boutique firm specializing in wealth management, estate planning, tax optimization, insurance solutions, retirement strategy, and comprehensive financial planning. Based in Northborough, Massachusetts, the firm is known for highly tailored strategies that address the specific financial goals of each client. Under the leadership of Christopher R. Noonan, CFP®, TrueNorth emphasizes deep expertise and a strong client-focused approach. The firm’s culture centers on personalized, hands-on service, guiding clients through complex financial decisions with care and precision. Role Description The Chief Information Officer (CIO) is a part-time, remote role responsible for overseeing the firm’s information technology strategy and operations to support business objectives and regulatory requirements. This role includes developing and maintaining IT policies, assessing and implementing secure systems and tools, and ensuring reliable technology infrastructure for financial planning, client communication, and data management. The CIO will collaborate with firm leadership to align IT initiatives with business processes, risk management, cybersecurity standards, and long-term growth plans. Day-to-day tasks include monitoring IT performance, managing vendors and service providers, overseeing data protection and backup procedures, and recommending technology improvements to enhance efficiency and client service.
Qualifications
Strong foundation in Information Technology and IT Operations, with experience overseeing secure, reliable systems in a professional services environment. Demonstrated IT Management skills, including vendor management, budgeting, and policy development for small or boutique organizations. Proven IT Strategy and Business Process expertise, with the ability to align technology initiatives with organizational goals and regulatory requirements. Experience with cybersecurity, data privacy, and compliance frameworks relevant to financial services is highly beneficial. Background in financial services or a similar regulated industry preferred, with familiarity in supporting tools for wealth management and financial planning. Excellent communication, collaboration, and remote work skills, with the ability to advise leadership and document technical decisions clearly. Bachelor’s degree in Information Technology, Computer Science, Information Systems, or a related field; advanced certifications (e.g., CISSP, CISM, ITIL) are a plus.