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Chief Information Officer (CIO) – Wealth Management & Financial Services

valtrion group • United State
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Lead the technology strategy and operations for a global wealth management firm, driving digital transformation, cloud modernization, and cybersecurity compliance. Oversee distributed workforce technology, M&A integrations, and a $5M+ budget while aligning tech initiatives with business growth. Requires 10+ years of executive tech leadership in regulated industries with deep expertise in cloud, security, and financial systems.

Key Highlights
Executive-level CIO role reporting directly to CEO with full authority over tech strategy and operations
$5M+ annual tech budget management, vendor negotiations, and enterprise software licensing
Hybrid work model with fully paid travel, executive offsites, and $20K+ annual learning/development budget
Key Responsibilities
Develop and execute technology strategy aligned with business objectives, client growth, and regulatory compliance (SEC, FINRA, GDPR, CCPA)
Lead cloud operations (AWS/Azure/GCP), cybersecurity, risk management, and compliance programs, including SOC 2 audits and incident response planning
Oversee wealth management platforms (portfolio management, CRM, custodial integrations) and ensure high availability for distributed workforce systems
Drive digital transformation initiatives (AI adoption, process automation, data analytics, client reporting enhancements)
Manage M&A technology due diligence and post-acquisition system integration, including data migration and platform consolidation
Build and mentor a high-performing tech team across infrastructure, security, data, and support functions
Partner with advisory, operations, and product teams to integrate internal systems with client-facing wealth management platforms
Establish and track KPIs for platform performance, system uptime, security posture, and advisor satisfaction
Serve as a key member of the executive leadership team, contributing to strategic planning and board reporting
Technical Skills Required
Cloud Platforms (AWS, Azure, GCP) Cybersecurity Frameworks (NIST, ISO 27001, SOC 2) Enterprise Architecture & Digital Transformation
Benefits & Perks
Hybrid work model with fully paid travel (flights, hotels, meals, ground transport)
Quarterly executive offsites and twice-yearly company retreats (all expenses covered)
Unlimited PTO + $10,000 annual vacation stipend
100% employer-covered medical, dental, vision for employees/families
401(k) with 10% company match (no employee contribution required)
Executive bonus (40–60% of base salary, paid annually in cash)
$5,000 annual HSA contribution
Four-day workweek
Six months fully paid parental leave for all parents
$20,000 annual learning & development budget
$5,000 home office setup stipend
$500 monthly wellness stipend
Equity ownership in the company
Nice to Have
MBA or advanced degree
Experience with portfolio management systems or wealth management CRMs
Prior CIO experience in a hybrid/distributed organization
Familiarity with AI/ML operationalization and data governance in financial services

Job Description

Qualifications· 10+ years of technology leadership experience, including at least 5 years in an executive role (CIO, CTO, VP of Technology)· Proven track record of leading digital transformation within wealth management, financial services, or a similarly regulated industry· Deep expertise with cloud platforms (AWS, Azure, GCP), portfolio management systems, CRM platforms, and enterprise architecture· Strong knowledge of cybersecurity frameworks (NIST, ISO 27001, SOC 2) and financial data regulations (SEC, FINRA, GDPR, CCPA)· Experience managing technology operations for a distributed workforce, including collaboration platforms, advisor tooling, and support models
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