Vice President Information Technology
Company Description
TrueNorth Financial Planning, LLC is a privately held boutique financial services firm based in Northborough, Massachusetts, specializing in Wealth Management, Estate Planning, Tax Optimization, Insurance Solutions, Retirement Strategy, and comprehensive Financial Planning. The firm is led by Christopher R. Noonan, CFP®, and is known for its client-centric philosophy and high-touch, personalized service. TrueNorth focuses on delivering bespoke financial solutions tailored to the unique needs and objectives of a discerning clientele. Team members join a collaborative environment that values expertise, integrity, and careful stewardship of clients’ financial legacies. The firm emphasizes professionalism, precision, and a long-term partnership approach with clients. Role Description The Vice President Information Technology is a full-time remote role responsible for overseeing all technology functions that support TrueNorth’s financial planning and advisory services. This position leads the development and execution of the firm’s IT strategy, ensuring secure, reliable, and scalable systems, including core financial applications, CRM platforms, and communication tools. Day-to-day responsibilities include managing IT operations, supervising vendors and service providers, driving technology projects from planning through implementation, and establishing policies for data security, privacy, and business continuity. The Vice President collaborates with leadership to align technology investments with business goals, optimizes workflows and digital tools for advisors and staff, and monitors system performance, cybersecurity risk, and compliance with applicable regulations. This role also evaluates emerging technologies, recommends enhancements, and champions best practices to improve efficiency, client experience, and overall technology governance.
Qualifications
Strong background in Information Technology, including infrastructure, applications, cybersecurity, and cloud-based solutions. Demonstrated experience in IT Management, including leading teams or vendors, budgeting, and overseeing day-to-day operations. Proven ability to define and execute IT Strategy that aligns technology initiatives with overall business and growth objectives. Solid Project Management experience, including planning, prioritizing, and delivering technology projects on time and within scope. Expertise in Strategic Planning, with the ability to assess needs, set long-term technology roadmaps, and drive continuous improvement. Familiarity with financial services or wealth management technology environments, including regulatory and data privacy considerations. Excellent analytical, problem-solving, and communication skills, with the ability to present complex technical topics to non-technical stakeholders. Bachelor’s degree in Information Technology, Computer Science, Information Systems, or a related field; advanced degree or relevant certifications (e.g., CISSP, PMP, ITIL) are a plus. Comfort working remotely, with strong self-management, collaboration, and documentation practices.