Serve as a CIO/CTO level advisor to financial services clients, developing technology roadmaps aligned to business objectives and translating complex technology concepts into business and financial impact
Job Summary
Serve as a CIO/CTO level advisor to financial services clients, developing technology roadmaps aligned to business objectives and translating complex technology concepts into business and financial impact.
Advise on and support financial services technology environments including Portfolio Management Systems, Order Management Systems, market data platforms, and fund accounting systems, while understanding and optimizing trade and deal lifecycle workflows.
Guide clients in developing modern, well-governed data environments and advise on practical applications of emerging technologies like AI, ensuring alignment with business objectives, data governance, and security requirements.
Matching Summary
Serve as a CIO/CTO level advisor to financial services clients, developing technology roadmaps aligned to business objectives and translating complex technology concepts into business and financial impact.
Skills & Requirements
Must-have
Technology strategy alignment
Cybersecurity and risk management
Data strategy and governance
Financial services technology expertise
Client executive interface
Nice-to-have
Emerging technology adoption
Business continuity and disaster recovery
Vendor and platform optimization
Cross-functional collaboration
Key Requirements
7+ years in technology leadership, consulting, or advisory
Experience supporting financial services firms
Proven experience with C-level stakeholders
Bachelor's degree in IT, Business, Finance, or related field preferred