Chief Technology Officer

Company Description Elliker Financial, LLC is an independent, fee-only registered investment adviser (RIA) based in Morgantown, Pennsylvania. Owned and operated by Steve Elliker, the firm focuses on providing objective, client-centered advice without commissions. Elliker Financial offers comprehensive financial planning, investment management, tax planning, and estate planning services. Advisory services are provided only where the firm and its representatives are properly registered or exempt from registration. The firm emphasizes regulatory compliance, transparency, and a fiduciary commitment to acting in clients’ best interests.

Role Description The Chief Technology Officer (CTO) is a full-time remote role responsible for leading Elliker Financial’s overall technology vision and execution. The CTO will define and implement the firm’s IT strategy, ensuring that technology solutions support secure, compliant, and efficient delivery of financial advisory services. Day-to-day responsibilities include overseeing software and product development efforts, managing technology projects, and designing system architectures that integrate planning, portfolio management, and client communication tools. The CTO will collaborate closely with leadership to prioritize initiatives, evaluate vendors, and guide the adoption of modern, cloud-based solutions aligned with regulatory requirements. This role includes supervising technical teams or external partners, establishing best practices for data security and reliability, and continuously improving the firm’s digital client experience.