Rockstar is recruiting for a next-generation fintech startup that is building an operating system for wealth management. The client partners with Registered Investment Advisors (RIAs) to deliver a seamless, tech-forward platform that integrates financial planning, investments, estate planning, tax, and insurance into one digital experience. The mission is to help advisors attract and serve the next generation of wealth while radically improving efficiency.
About the Client
The client is developing a cutting-edge platform for wealth management, focused on integrating all aspects of financial planning into a unified digital experience. The team is dedicated to transforming how advisors and their clients interact with financial services, leveraging technology to drive efficiency and innovation.
The Role
The client is seeking a Chief Technology Officer (CTO) to lead product and technology strategy as the company scales. The CTO will own engineering, product architecture, and technical vision. This leader will partner closely with the founding and leadership team to define product roadmap priorities, ensure scalability and reliability, and build a best-in-class engineering culture.
Responsibilities
- Drive the overall technology vision, architecture, and roadmap for the company.
- Lead, grow, and mentor a high-performing engineering team.
- Oversee product development cycles, ensuring timely and high-quality delivery.
- Partner with product and design teams to translate advisor and client needs into innovative, scalable solutions.
- Establish and enforce best practices around security, compliance, and infrastructure.
- Own vendor and custodian integrations (APEX, Plaid, Schwab, April, Ladder, etc.) and ensure smooth connectivity.
- Represent technology in investor conversations and with key external stakeholders.
Qualifications
- Proven experience leading technology teams at a high-growth fintech or SaaS company.
- Strong background in software architecture, cloud infrastructure, and product development.
- Track record of building and scaling engineering organizations.
- Experience in wealth management, fintech, or adjacent financial services preferred.
- Strategic thinker who can balance near-term execution with long-term innovation.
- Strong communicator and collaborator with both technical and non-technical audiences.
Why Join?
- Join a fast-growing fintech that’s redefining wealth management from the ground up.
- Backed by top investors who have built and scaled category-defining companies.
- Work directly with a driven founding team obsessed with building an AI-native platform that rivals the biggest players in fintech.
- Rare opportunity to own the technology vision and build a platform designed to serve the next generation of wealth at massive scale.
- A chance to leave a mark on an industry that’s been stuck in legacy systems and deliver a modern, unified experience to advisors and their clients.
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