Chief Technology Officer

Base pay range

$/yr - $/yr

Direct message the job poster from C2P Enterprises

Lead alongside C2P Enterprises as we advance the technology landscape through strategic innovation, intelligent design, and a foundation built on trust.

Reports to:

President, C2P Enterprises

Location:

Hybrid

C2P Enterprises is reshaping the financial services landscape through innovation, trusted solutions, and advanced technology. We equip advisors, partners, and clients with a platform that integrates financial planning, trading, payments, learning, and compliance into a seamless ecosystem—delivering exceptional efficiency, insight, and confidence across both B2B and B2C business channels.

We’re looking for an exceptional Chief Technology Officer (CTO) to lead C2P Enterprises’ enterprise-wide digital transformation. Reporting to the President, you’ll own the strategy, architecture, and implementation of our next-generation technology ecosystem—one that modernizes legacy systems, unites multiple organizations, and drives breakthrough innovation through AI and automation.

This is a defining opportunity for a leader who can operate at both strategic and executional levels: a builder, architect, and visionary ready to shape the technological backbone of a fast-growing financial organization.

Technology Vision & Leadership

• Define and implement a long-term technology roadmap that unifies modernization, scalability, and AI-driven innovation.
• Partner with the President and other senior executives (CEO, CCO, CMO, CPO, etc.) to ensure technology directly supports growth, compliance, and client outcomes.
• Evaluate and operationalize emerging technologies - AI/ML, blockchain, cloud, and cybersecurity-to deliver enterprise agility and competitive differentiation.
• Champion a cohesive technology culture across internal teams, third-party vendors, and fintech collaborators.

Lead AI, Data, and Automation

• Serve as the primary architect of C2P’s AI and data transformation strategy, ensuring enterprise-wide adoption and measurable business impact - while driving strategy, education, and deployment.
• Build data-driven insights and automation that enhance operations, decision-making, and product innovation.
• Ensure data integrity, governance, and compliance in all systems and workflows.

Oversee Systems & Cybersecurity

• Manage mission-critical financial platforms, including trading, payments, and compliance systems.
• Drive cloud strategy, infrastructure resilience, and business continuity.
• Partner with compliance and risk teams to exceed cybersecurity and privacy standards.

Inspire & Build Teams

• Lead a hybrid technology organization—integrating internal teams, contractors, and fintech partners.
• Responsible for multi-platform architecture across multiple business units and acquisitions.
• Develop future technology leaders and instill a culture of growth focused on collaboration and continuous improvement.

• 15+ years of technology leadership in financial services, banking, or fintech.
• Experience leading modernization, digital transformation, and post-merger platform integration.
• Strong expertise in AI/ML, automation, cloud systems, cybersecurity, and data analytics.
• Proven ability to connect technology to business growth and client outcomes.
• Degree in Computer Science, Engineering, or related field; MBA a plus.
• A visionary who sees technology as a catalyst for transformation and growth.
• A promoter and leader of AI adoption—from strategy and architecture to implementation.
• An agent of change, adaptable to new initiatives, structures, and innovation cycles.
• A hands-on builder who enjoys architecting scalable systems and strong teams.
• A communicator who thrives at the intersection of business strategy and technical execution.
• Passionate about shaping the future of financial services with intelligence, trust, & speed.
• A leader and team player who builds trust through transparency, empowers cross-functional collaboration, and inspires curiosity-driven innovation.

At C2P Enterprises, you’ll have the opportunity to architect the future—modernizing our technology stack, pioneering AI-driven platforms, and elevating the advisor and client experience. This is a rare chance to join us at a pivotal moment, where your strategic vision, technical expertise, and commitment to people can influence an entire industry.

• You’ll work hand-in-hand with senior leadership to shape a transformative strategy, lead modernization efforts, introduce cutting-edge technologies, and inspire talented teams to innovate with purpose. Your leadership will fuel the next era of C2P’s innovation, growth, and digital excellence—establishing a foundation for sustainable, scalable transformation.

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance

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