Chief Technology 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. Headquartered in Northborough, Massachusetts, the firm focuses on delivering tailored financial solutions to a discerning client base. Under the leadership of Christopher R. Noonan, CFP®, TrueNorth emphasizes deep expertise and a client-centric approach. The team provides hands-on, personalized service to help clients navigate complex financial decisions with clarity and confidence. TrueNorth is committed to building long-term partnerships dedicated to securing clients’ financial futures. Role Description The Chief Technology Officer (CTO) is a full-time, remote role responsible for defining and executing the firm’s technology vision in alignment with business and client service goals. The CTO will oversee software and product development efforts, ensuring secure, scalable solutions that support financial planning, client reporting, and internal operations. Day-to-day responsibilities include leading technology teams, managing projects and roadmaps, and collaborating with leadership to prioritize initiatives and optimize systems. The role involves designing technology architecture, establishing IT strategies, and selecting tools and platforms that enhance data security, efficiency, and client experience. The CTO will also monitor emerging technologies in financial services, manage vendor relationships, and implement best practices for compliance, risk management, and performance.
Qualifications
Proven skills in Software Development and Product Development, with experience delivering secure, scalable solutions. Strong background in IT Strategy and Architecture, including designing and implementing technology roadmaps. Demonstrated Project Management capabilities, with the ability to lead cross-functional initiatives from concept to completion. Experience in financial services or fintech, including familiarity with regulatory and data security requirements. Ability to translate business and client needs into technology solutions and communicate clearly with technical and non-technical stakeholders. Leadership experience managing remote teams, fostering collaboration, and building a culture of continuous improvement. Bachelor’s degree in Computer Science, Information Technology, Engineering, or a related field; advanced degree or relevant certifications are a plus. Hands-on experience with cloud platforms, integration of third-party tools, and data analytics or business intelligence solutions.