Chief Technology Officer - Financial Services

A well-established, boutique financial services firm operating across multiple international jurisdictions is seeking an experienced and visionary Chief Technology Officer to lead its technology function. This is a rare opportunity to step into a senior executive role at a high-performing, niche organisation with a global footprint, serving ultra-high-net-worth individuals and institutional partners.

The incoming CTO will inherit a portfolio of active technology initiatives, including AI-powered client-facing applications and internal workflow tools, and will be responsible for driving them to completion while simultaneously building the long-term technology roadmap. This role is for a hands-on leader who is as comfortable shaping strategy in the boardroom as they are reviewing architecture and vendor deliverables.

This is a fully on-site position based in Aventura, Florida. The firm operates with a strong in-office culture, and candidates must be willing to work on-site full time. Relocation assistance is available for exceptional candidates.

Key Responsibilities

Technology Strategy and Leadership

• Define, own, and execute a forward-looking technology strategy aligned with business objectives across domestic and international operations.
• Serve as the primary technology decision-maker and advisor to executive leadership, translating complex technical concepts into clear business outcomes.
• Evaluate, select, and manage third-party technology vendors, holding them accountable to scope, timeline, and quality benchmarks.

AI and Product Development

• Oversee the development and deployment of AI-powered applications, including client-facing digital portals and internal advisory tools.
• Assess the current state of in-flight development projects, identifying gaps, course-correcting where necessary, and ensuring delivery of usable, production-ready products.
• Stay current with advancements in artificial intelligence and machine learning, ensuring the firm's technology stack remains modern and competitive.

Systems and Infrastructure

• Manage and optimise the firm's existing Microsoft-based technology ecosystem, including CRM platforms (Microsoft Dynamics), productivity tools, and integrations.
• Oversee the architecture and security of systems that handle sensitive client and financial data across multiple jurisdictions.
• Ensure all technology systems meet cybersecurity best practices and relevant regulatory requirements applicable to financial services firms operating internationally.

Web and Digital Presence

• Supervise and provide technical direction for the firm's digital properties, including multiple client-facing websites.
• Collaborate with the internal marketing team and external web vendors to ensure websites are secure, modern, and effectively maintained.

Team and Vendor Management

• Build, lead, and mentor a high-performing technology team over time, establishing structure and accountability appropriate to the firm's growth trajectory.
• Manage relationships with existing and future technology vendors, ensuring deliverables are clearly scoped, budgeted, and met.

Required Qualifications

• Minimum of 10 years of experience in technology leadership, with at least 3 to 5 years in a senior executive or CTO-equivalent role.
• Demonstrated, hands-on expertise in artificial intelligence and machine learning, including practical experience building or overseeing AI-driven product development.
• Strong foundation in software engineering, systems architecture, and full-stack development concepts.
• Proven experience managing third-party vendors and external development teams through full project lifecycles.
• Track record of rescuing or course-correcting stalled or underperforming technology initiatives.
• Meaningful experience in financial services, fintech, insurtech, wealth management, or another regulated industry.
• Fluency with Microsoft enterprise technology stacks, including CRM platforms (experience with Microsoft Dynamics is a strong advantage).
• Exceptional communication skills, with the ability to translate technical detail to non-technical executive stakeholders and vice versa.
• Ability and willingness to work fully on-site in Aventura, Florida.

Preferred Qualifications

• Experience working within or alongside multi-jurisdictional financial services organisations (U.S., Europe, Middle East).
• Prior involvement in developing client-facing financial portals, digital wallet applications, or similar consumer-facing fintech products.
• Experience with insurance technology, premium finance platforms, or estate planning tools.
• Familiarity with AI chatbot development and integration with enterprise CRM systems.
• Experience overseeing P&C insurance quoting platforms or aggregator-style insurance technology.
• Background in cybersecurity frameworks applicable to financial services environments.
• Bachelor's or Master's degree in Computer Science, Engineering, Information Systems, or a related field (or equivalent practical experience).

Salary Range: $200,000 to $300,000 per annum, commensurate with experience.

Additional Benefits:

• Performance-based bonus eligibility
• Comprehensive health, dental, and vision insurance
• Paid Time Off (PTO) in accordance with company policy
• Relocation assistance available for candidates willing to relocate to South Florida
• Opportunity to work within a prestigious, high-growth, international financial services environment

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