Chief Technology Officer | Enterprise Transformation & Platform Strategy

Chief Technology Officer

Enterprise Transformation and Platform Strategy

About Threadline Wealth

Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with a highly personalized client experience.

We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.

The Opportunity

Threadline Wealth is seeking a transformational enterprise technology leader to modernize how the firm operates and serves clients. The CTO will lead the evolution of a fragmented ecosystem of approximately 75 vendor tools into a simpler, integrated, secure technology environment that supports coordinated advice and scalable growth.

This executive will connect technology strategy with business process redesign, unified data, and organizational change. The mandate includes rationalizing existing investments, choosing what to buy, integrate, or build, and delivering capabilities that advisors and teams use effectively. Success will be measured by better client experiences, greater team capacity, stronger controls, and demonstrable business value.

Reporting and Decision Authority

The CTO reports to the COO, partners with the COO and CEO as primary business sponsors, and provides regular reporting to the Board. Within approved budgets and delegated authority, the CTO will own enterprise technology architecture and standards, technology vendor selection and rationalization, technical delivery, and technology team leadership.

The CTO will establish cross-functional investment and prioritization governance with business leaders, recommend funding and resource allocation, and escalate material risks and decisions to the COO, CEO, and Board as appropriate. Business process changes and adoption will be jointly owned with accountable departmental and regional leaders.

Core Responsibilities

• Transformation and platform strategy: Lead a phased modernization roadmap; consolidate redundant vendors and retire underused applications. Apply disciplined build, buy, and integrate decisions based on business value, lifecycle cost, interoperability, and vendor dependency. Own architecture, delivery quality, and reliable operations.
• Unified data: Establish shared definitions, data ownership, quality standards, and traceability to source records. Deliver monitored integrations that reduce duplicate entry and reconciliation; govern access, retention, deletion, recovery, and portability.
• AI and automation: Deploy practical use cases with demonstrated productivity or service benefits. Partner with compliance on approved uses, recordkeeping, data access, source grounding, evaluation, monitoring, and human review.
• Cybersecurity and resilience: Embed security, privacy, and auditability in operations. Maintain secure development, vulnerability management, incident response, and business continuity; coordinate independent assessments, third-party risk reviews, and recovery testing.
• Regulatory compliance: Partner with Compliance to translate RIA regulatory requirements and firm policies into technology standards, system configurations, and documented controls. Maintain compliant recordkeeping, retention, supervision, access controls, and audit trails; support regulatory examinations and testing with reliable evidence, timely remediation, and clear accountability.
• Adoption and change: Redesign workflows with advisors, operations, regional leaders, and outside professionals, including CPA coordination. Assign business owners; lead communications, training, feedback, and sustained adoption; retire superseded workflows when replacements are ready.
• Team and technology investment leadership: Build a lean team supported by specialized partners. Manage budgets, vendor diligence, service levels, data rights, and exit provisions. Retain firm ownership of solutions, documentation, and technical knowledge; hold teams and partners accountable for results.

First Year Milestones

Establish baselines and agree on measurable targets with the COO, CEO, and business owners during the initial assessment, reflecting resources and implementation dependencies.

• First 90 days: Assess vendors, spend, contracts, workflows, data, security, and team capabilities. Present priority risks, target architecture, a phased roadmap, investment needs, and an outcome scorecard for leadership approval and Board review.
• By six months: Launch approved consolidation and workflow improvements; establish priority data ownership and integrations; implement adoption plans; address priority security gaps; and evaluate selected AI pilots.
• By twelve months: Deliver the first material roadmap phase, including agreed application retirements and data and workflow improvements. Demonstrate adoption and benefits against baseline, test response and recovery, and present next-phase priorities.

Business Outcomes and Board Reporting

Report regularly to leadership and at agreed Board intervals on delivery, spending, benefits, risks, and decisions needed. Track team capacity and workflow speed; client and user experience; sustained adoption; consolidation and net cost savings; data quality and reliability; security and recovery performance; and validated AI benefits.

Qualifications

• Proven success leading enterprise technology transformation in a regulated, data-intensive organization, with measurable improvements in business performance, adoption, and operational effectiveness.
• Experience modernizing a fragmented vendor ecosystem, rationalizing applications, integrating data, and redesigning workflows while maintaining reliable operations.
• Wealth management, RIA, fintech, or related financial services experience strongly preferred, with an understanding of advisor workflows, client service, and compliance needs.
• Strong technical judgment in cloud architecture, data platforms, systems integration, identity and access management, cybersecurity, and build-versus-buy decisions.
• Practical experience deploying enterprise AI with governed data access, source grounding, evaluation, monitoring, and human review.
• Demonstrated ability to build lean teams, manage specialized partners and budgets, and lead cross-functional change with clear accountability.
• Executive and Board communication skills, including the ability to explain investment choices, technical tradeoffs, business benefits, and risks clearly.
• Bachelor’s degree in Computer Science, Engineering, Information Systems, or a related field, or equivalent practical experience.

Leadership Approach

A strategic, hands-on leader who builds trust, listens to users, and challenges unnecessary complexity. The successful candidate combines technical depth with commercial judgment, leads through influence and clear decisions, and remains accountable for adoption and long-term performance as well as delivery.

Compensation and Benefits

• Location: This position is remote eligible for candidates residing in Washington, California, or Oregon. Candidates located in other states may be considered on a case-by-case basis, subject to business needs and the firm's ability to accommodate applicable employment, payroll, and regulatory requirements. Occasional travel to Threadline Wealth offices and company meetings may be required.
• Base Salary: $225,000–$325,000 annually, commensurate with experience, technical expertise, and leadership qualifications.
• Discretionary Bonus: Eligible for an annual discretionary bonus based on individual contributions and overall firm performance. Amounts will vary and are not guaranteed.
• Long-Term Incentives: Potential opportunity to participate in an equity or equity-linked incentive program, subject to eligibility and approval.
• Benefits: Threadline Wealth offers a comprehensive package including medical, dental and vision insurance, 401(k) retirement plan with employer contributions, discretionary paid time off (PTO), paid holidays consistent with the firm's holiday schedule, and professional development opportunities. Benefits are subject to applicable plan terms and eligibility requirements.

Disclaimer

Threadline Wealth is an equal opportunity employer and is committed to fostering a professional and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law.

This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned. Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.