Chief Technology Officer (Westlake)

Base pay range

$225,000.00/yr - $275,000.00/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

About C2P Enterprises

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.

About the Role

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.

Strategic Responsibilities

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.

What You Bring

• 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.

Why Join Us

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.

Benefits

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

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