Chief Technology Officer | Enterprise Transformation & Platform Strategy

Chief Technology Officer

Enterprise Transformation and Platform Strategy

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.

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

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.

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.

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.

• 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.