Chief Technology Officer
Company Description
TrueNorth Financial Planning, LLC is a privately held boutique financial services firm based in Northborough, Massachusetts. The firm provides tailored wealth management, estate planning, tax optimization, insurance solutions, retirement strategy, and comprehensive financial planning for a discerning clientele. Led by Christopher R. Noonan, CFP®, TrueNorth is known for its deep expertise and client-centric approach. The team focuses on personalized, hands-on service that guides each client’s financial journey with care and precision. TrueNorth offers a collaborative environment for professionals who value quality, integrity, and long-term client relationships. Role Description The Chief Technology Officer (CTO) is a full-time remote role responsible for defining and executing TrueNorth Financial Planning’s technology vision and roadmap. The CTO will oversee software development efforts, including the selection, integration, and enhancement of platforms that support financial planning, client engagement, and internal operations. Day-to-day responsibilities include managing technology projects, coordinating with leadership to align IT strategy with business goals, and ensuring system security, reliability, and regulatory compliance. The CTO will design and refine technical architecture, collaborate with external vendors or development partners, and support product development initiatives that improve the client and advisor experience. This role involves close collaboration with senior leadership, providing recommendations on emerging technologies and data analytics to drive efficiency and innovation across the firm.
Qualifications
Demonstrated proficiency in Software Development and Product Development, with experience building or integrating financial or professional services platforms. Strong Project Management skills, including planning, prioritization, and delivery of technology initiatives in a small to mid-sized organization. Experience in IT Strategy and Architecture, with the ability to design secure, scalable, and compliant technology ecosystems. Background in information security, data privacy, and regulatory compliance relevant to financial services (e.g., SEC/FINRA guidelines, cybersecurity best practices). Ability to work effectively in a remote, collaborative environment and communicate complex technical concepts to non-technical stakeholders. Proven leadership experience overseeing vendors, contractors, or technical teams, with a focus on accountability and results. Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related field; advanced degree or relevant certifications (e.g., CISSP, PMP, AWS, Azure) are a plus. Prior experience in financial services, wealth management, or fintech is highly beneficial.