Company Description TrueNorth Financial Planning, LLC is a privately held boutique financial services firm headquartered in Northborough, Massachusetts. The firm specializes in wealth management, estate planning, tax optimization, insurance solutions, retirement strategy, and comprehensive financial planning. Under the leadership of Christopher R.
Noonan, CFP®, TrueNorth delivers highly personalized, client-centric guidance tailored to the unique needs of each client. The team focuses on sophisticated, bespoke financial strategies designed to help clients protect and grow their financial legacy. TrueNorth values long-term partnerships built on trust, expertise, and attentive service.
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 objectives. The CTO will oversee software development initiatives, manage technology projects, and ensure that systems, tools, and platforms support secure, efficient delivery of financial services. Daily responsibilities include leading the design and architecture of technology solutions, selecting and integrating third-party applications, and optimizing infrastructure for reliability, scalability, and compliance.
The CTO will collaborate closely with leadership and key stakeholders to prioritize product development, enhance digital client experiences, and maintain robust cybersecurity and data protection standards. This role also involves building and guiding a technical team, establishing best practices, and continuously evaluating emerging technologies that can strengthen the firm’s competitive advantage.
Qualifications
Strong background in Software Development, with experience leading engineering teams and delivering secure, high-quality applications.
Proficiency in Project Management, including planning, prioritization, budgeting, and cross-functional collaboration.
Demonstrated expertise in IT Strategy and Technology Architecture, aligning systems and platforms with business goals.
Experience in Product Development, especially in designing and iterating technology-enabled financial services or related solutions.
Deep understanding of cybersecurity, data privacy, and regulatory requirements relevant to financial services.
Experience with cloud infrastructure, integration of SaaS platforms, and API-based architectures.
Proven leadership skills, including mentoring, team building, and fostering an inclusive, high-performance culture.
Excellent analytical, communication, and decision-making abilities, with a focus on stakeholder engagement and client impact.
Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related field; advanced degree or relevant certifications are a plus.
Prior experience in the financial services industry or working with regulated environments is highly beneficial.