About Trajan Wealth

Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial strategies. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service.

Role Overview

We are seeking a Chief Technology Officer (CTO) to lead our software development efforts and oversee internal technology infrastructure as we continue to scale.

This role is both strategic and hands-on, responsible for aligning technology initiatives with business objectives while ensuring our systems are secure, scalable, and relia

ble.This position would be fully onsite at our corporate headquarters in Scottsdale AZ.

Duties and responsibilities

Technology Strategy & Leadership

Develop and execute Trajan Wealth's overall technology strategy in alignment with business goals
Serve as a key partner to executive leadership on technology planning, innovation, and risk management
Build, mentor, and lead internal development and IT teams, and manage third-party vendors and consultants

Software Development

Oversee the design, development, and ongoing enhancement of internal and client-facing software platforms
Own and evolve platforms including Creatio (CRM/workflow automation), Snowflake (data warehousing), Sigma (analytics and reporting), and Trajan's mobile application
Establish development standards, best practices, and governance across the SDLC
Lead the evaluation and implementation of AI-driven solutions to improve Company productivity, operational efficiency, and client experience
Ensure all software solutions are scalable, secure, and aligned with long-term business needs
Partner closely with business stakeholders to translate requirements into technical solutions

Infrastructure & IT Operations

Oversee internal infrastructure including cloud environments, networks, systems, and end-user technology
Ensure system reliability, performance, disaster recovery, and business continuity
Manage cybersecurity strategy, data protection, and vendor risk
Collaborate with key stakeholders on systems that support onboarding, collaboration, and productivity

Drive responsible adoption of AI and automation, ensuring appropriate controls, security, and compliance

Compliance & Security

Ensure technology controls support regulatory and audit requirements for an RIA and estate planning firm
Establish and maintain policies related to data security, access management, and incident response
Act as a key contact for technology-related audits, risk assessments, and compliance reviews

Qualifications

Bachelor's Degree in related field
10+ years of proven experience in a senior technology leadership role (CTO, VP of Technology, or similar)
7+ years of leadership experience
Strong background in software development, architecture, and modern development frameworks
Experience leading CRM platforms (Creatio or similar), data platforms, analytics tools, and mobile applications
Hands-on experience with cloud infrastructure, cybersecurity, and enterprise systems
Experience implementing or overseeing AI, automation, or advanced analytics solutions
Prior experience in financial services, wealth management, fintech, legal, or other regulated environments strongly preferred
Ability to balance strategic vision with hands-on execution
Strong leadership, communication, and cross-functional collaboration skills

Benefits/ Working conditions

Compensation: Competitive base salary $280 to $500K base plus depending on experience, plus bonus.
Retirement: 401k with a matching component up to 13%.
Healthcare: United Healthcare PPO Medical (employee coverage paid by Company).
Comprehensive Coverage: Delta Dental PPO, Vision, Life Insurance, and Short/Long Term disabilityoptionsavailable.
Time Off: Generous holiday schedule and PTO

Trajan Wealth LLC

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Chief Technology Officer (CTO) - 280-500K plus bonus