Chief Technology Officer

6 days ago


Lenexa, Kansas, United States Modern Wealth Management Full time

At Modern Wealth Management, we are seeking a seasoned Chief Technology Officer to drive our technology strategies and ensure seamless alignment with business objectives.

The ideal candidate will possess extensive experience in IT management, with a strong background in IT strategy, systems management, IT support, project management, and vendor relationships. A proven track record in financial services tech, particularly in RIA, B/D, and/or Bank environments for multi-office firms, is highly desirable.

We are looking for a visionary leader who can effectively manage our IT infrastructure, including SAAS, licensing, and services, while ensuring compliance with relevant IT standards and regulations. The successful candidate will also have expertise in MS365, including Teams, Entra, and SharePoint, as well as experience with Orion, Salesforce, and financial planning wealth-tech systems.

In this role, you will be responsible for developing and implementing comprehensive IT strategies, policies, and procedures to ensure our technology infrastructure is efficient, secure, and aligned with business objectives. You will also lead the planning and execution of major IT projects, ensuring they are delivered on time, within scope, and on budget.

A key aspect of this position is building and leading a high-performing IT team, fostering a culture of innovation, collaboration, and excellence in delivering technology solutions. You will work closely with internal stakeholders to understand business needs and develop IT solutions that enhance operational processes and drive business growth.

The estimated salary for this role is $180,000-$220,000 per annum, depending on experience. We offer a range of benefits, including generous continuing education support, 100% company-paid employee-only premiums for Health, Dental & Vision Coverage, and a 4% Company 401k match, 100% vested.



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