{"schemaVersion":"jobsearcher.job.v1","id":"30f2df6aa33e37edb883c1da","url":"https://jobsearcher.com/jobs/30f2df6aa33e37edb883c1da","canonicalUrl":"https://jobsearcher.com/jobs/30f2df6aa33e37edb883c1da","title":"Information Technology Advisor","description":"We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.Creative Planning is revolutionizing the wealth management industry by providing comprehensive financial planning and investment management services under one roof. Our innovative approach extends to our cutting-edge IT solutions, where our Managed Service Provider (MSP) team plays a crucial role in keeping our clients at the forefront of technological advancement.As a division of Creative Planning, we have the unique advantage of focusing solely on delivering exceptional service without the typical MSP pressures. This allows us to build something truly special:Our People & LeadershipAuthentic Leadership: Our management team leads rather than manages, taking feedback to heart and supporting your growth while avoiding micromanagementTrue Team Environment: We don't just talk about teamwork – we live it. Our technicians actively support each other, share knowledge, and collaborate across teamsThoughtful Communication: We protect focused work time while maintaining strong collaboration. We favor clear, written communication over impromptu calls, enabling deep work and thorough documentationOur Approach to GrowthTechnical Breadth: We're one of the few MSPs with deep expertise in both Windows and Mac environments, offering diverse technical challengesContinuous Learning: We encourage self-study and professional development, providing opportunities to work with cutting-edge technologiesCareer Advancement: From participating in premium client teams to leading SMB accounts, we offer multiple paths for growthOur Client PhilosophyRelationships First: Technical solutions are just a byproduct of understanding client needs and being their trusted advisorBalance of Independence: While we collaborate as a team, we trust our professionals to take ownership and work independentlyDeep Work Philosophy: We maintain strong client relationships while protecting focused work time through thoughtful communication practicesOur Rewards & BenefitsResults-Focused Culture: We skip the pizza parties in favor of meaningful recognition through raises and bonusesTrue Remote Freedom: Enjoy the flexibility of genuine remote work with the option to use office space when neededShared Success: When we double our revenue, the whole team celebrates with a company-sponsored trip – including flight allowance, hotel accommodations for you and a guestThe OpportunityCreative Planning Business Services helps companies transform how they operate through technology, data, and AI. Most firms send in either a strategist who cannot build or a builder who cannot see the bigger picture. The Technology Advisor is both. You set the technology direction for a portfolio of clients, and you're just as comfortable opening an editor and building the solution yourself.This is a fractional technology executive role with an engineer's hands. In any given week, you might lead a vCIO conversation connecting technology investments to business outcomes, sketch the architecture for an AI-powered application, prototype a working proof of concept, and then review the code your team is shipping. You own the technology roadmap for each client, and you make the technical decisions that bring those roadmaps to life.You'll work alongside a Technology Enablement Manager, who keeps engagements on track day to day, and a team of specialists who build AI workflows, automations, software, and data solutions. On client calls, you'll be the most senior technical voice in the room, using that credibility to instill confidence in clients while elevating the team around you.You'll report to the Director of Data and Automation Solutions and work as part of a small, close-knit team that takes pride in delivering work that truly moves the needle. We value clear written communication, protected focus time, and meaningful recognition over unnecessary noise. If you've spent years building real software and have grown into someone clients trust for strategic guidance, this role gives you the opportunity to do both.The right person for this role thinks like an engineer and carries themselves like an executive. You're energized by solving complex technical problems and by the moment a client realizes what's possible. You don't have to choose between building and advising—you excel at both, and this role is designed for exactly that combination.What You'll DoClient Advisory and StrategyServe as the primary technology advisor and fractional executive for assigned clients, guiding decisions across software, AI, automation, data platforms, and cloud infrastructureBuild and maintain technology roadmaps that tie directly to each client's business objectives and financial goalsLead executive-level conversations that connect technology investment to operational and financial performanceBuild long-term relationships where clients call you first because they trust your judgmentSolution Architecture and Hands-On DevelopmentArchitect AI-powered applications and data solutions, from the first whiteboard sketch to a working systemWrite and prototype code yourself to prove out approaches, unblock the team, and set the technical direction others build againstStay hands-on with modern AI development, including LLMs, agents, and automation, so your technical guidance is grounded in what actually works todayProject Leadership and DeliveryOwn the technical success of multiple concurrent engagements spanning automation, analytics, and AI-powered softwarePartner with the Technology Enablement Manager to keep scope, budget, and timelines aligned across the portfolioDrive adoption of standardized delivery frameworks so every client gets a consistent, high-quality experienceOwn adoption, ROI, and the health of each engagementBusiness Development and GrowthExpand existing client relationships through consultative, value-based engagement rather than hard sellingGenerate new opportunities through your personal and professional network, partnerships, and visibility in the marketWork with the Director to shape proposals, scopes of work, and client growth plansSpot opportunities for new services and offerings as client needs and technology evolveThought Leadership and EnablementDeliver executive briefings, client workshops, and talks at industry eventsMentor the internal team, raising the technical bar and helping specialists grow into stronger builders and advisorsTranslate what is happening at the edge of AI and software development into practical guidance clients can act onTechnical Skills & Experience10+ years of experience spanning software engineering and technology strategy, with a track record of shipping real production softwareStrong full-stack engineering background, comfortable across application code, APIs, cloud services, and data pipelinesHands-on experience building with modern AI, including LLMs, agents, and automation, and a clear sense of where the technology is genuinely useful versus hypeProven ability to architect systems and still get into the code when it matters, rather than only directing from a distanceBusiness acumen to translate technology into measurable outcomes, and the executive presence to make that case to leadershipExperience advising clients or stakeholders as a trusted technology executive, whether as a vCIO, consultant, engineering leader, or founderExceptional communication, equally at home in a client boardroom and a technical design reviewComfortable managing multiple concurrent engagements without letting quality or relationships slipBachelor’s degree in Computer Science, Information Systems, or a related field, or equivalent experience earned by doing the workWhat Sets You ApartBuilder Who Advises: You can sit in a strategy conversation with a CEO in the morning and ship working code in the afternoon. Neither one feels like a stretch, and clients trust your strategy more because they know you can build it.Technical North Star: When the team is unsure which approach to take, they look to you. You make the hard technical calls, set the standards, and take responsibility for quality across everything the practice builds.AI Pragmatist: You are genuinely excited about AI-powered development, but you are not fooled by demos. You know what holds up in production, and you steer clients toward what will actually work rather than what sounds impressive.Straight Shooter: You give clients the real picture, including the parts they may not want to hear, with context and a plan. That honesty is exactly why they keep you close.Perpetual Learner: The tools change every few months and that energizes you. You stay current not because you have to, but because you cannot help wanting to know how the new thing works.Multiplier: You leave every engagement and every teammate better than you found them. Your instinct is to raise the level of the people and systems around you, not just to do the work yourself.","company":"Creative Planning","rawCompany":"creative planning","city":"Denver","state":"CO","isRemote":false,"isActive":false,"createdAt":"2026-08-22T11:30:33.969Z","occupations":[{"code":"11-3021.00","title":"Computer and Information Systems Managers","slug":"computer-and-information-systems-managers"},{"code":"15-1299.09","title":"Information Technology Project Managers","slug":"information-technology-project-managers"},{"code":"15-1299.00","title":"Computer Occupations, All Other","slug":"computer-occupations-all-other"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"541690","title":"Other Scientific and Technical Consulting Services","slug":"other-scientific-and-technical-consulting-services"},{"code":"541512","title":"Computer Systems Design Services","slug":"computer-systems-design-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Information Technology Advisor","description":"We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.Creative Planning is revolutionizing the wealth management industry by providing comprehensive financial planning and investment management services under one roof. Our innovative approach extends to our cutting-edge IT solutions, where our Managed Service Provider (MSP) team plays a crucial role in keeping our clients at the forefront of technological advancement.As a division of Creative Planning, we have the unique advantage of focusing solely on delivering exceptional service without the typical MSP pressures. This allows us to build something truly special:Our People & LeadershipAuthentic Leadership: Our management team leads rather than manages, taking feedback to heart and supporting your growth while avoiding micromanagementTrue Team Environment: We don't just talk about teamwork – we live it. Our technicians actively support each other, share knowledge, and collaborate across teamsThoughtful Communication: We protect focused work time while maintaining strong collaboration. We favor clear, written communication over impromptu calls, enabling deep work and thorough documentationOur Approach to GrowthTechnical Breadth: We're one of the few MSPs with deep expertise in both Windows and Mac environments, offering diverse technical challengesContinuous Learning: We encourage self-study and professional development, providing opportunities to work with cutting-edge technologiesCareer Advancement: From participating in premium client teams to leading SMB accounts, we offer multiple paths for growthOur Client PhilosophyRelationships First: Technical solutions are just a byproduct of understanding client needs and being their trusted advisorBalance of Independence: While we collaborate as a team, we trust our professionals to take ownership and work independentlyDeep Work Philosophy: We maintain strong client relationships while protecting focused work time through thoughtful communication practicesOur Rewards & BenefitsResults-Focused Culture: We skip the pizza parties in favor of meaningful recognition through raises and bonusesTrue Remote Freedom: Enjoy the flexibility of genuine remote work with the option to use office space when neededShared Success: When we double our revenue, the whole team celebrates with a company-sponsored trip – including flight allowance, hotel accommodations for you and a guestThe OpportunityCreative Planning Business Services helps companies transform how they operate through technology, data, and AI. Most firms send in either a strategist who cannot build or a builder who cannot see the bigger picture. The Technology Advisor is both. You set the technology direction for a portfolio of clients, and you're just as comfortable opening an editor and building the solution yourself.This is a fractional technology executive role with an engineer's hands. In any given week, you might lead a vCIO conversation connecting technology investments to business outcomes, sketch the architecture for an AI-powered application, prototype a working proof of concept, and then review the code your team is shipping. You own the technology roadmap for each client, and you make the technical decisions that bring those roadmaps to life.You'll work alongside a Technology Enablement Manager, who keeps engagements on track day to day, and a team of specialists who build AI workflows, automations, software, and data solutions. On client calls, you'll be the most senior technical voice in the room, using that credibility to instill confidence in clients while elevating the team around you.You'll report to the Director of Data and Automation Solutions and work as part of a small, close-knit team that takes pride in delivering work that truly moves the needle. We value clear written communication, protected focus time, and meaningful recognition over unnecessary noise. If you've spent years building real software and have grown into someone clients trust for strategic guidance, this role gives you the opportunity to do both.The right person for this role thinks like an engineer and carries themselves like an executive. You're energized by solving complex technical problems and by the moment a client realizes what's possible. You don't have to choose between building and advising—you excel at both, and this role is designed for exactly that combination.What You'll DoClient Advisory and StrategyServe as the primary technology advisor and fractional executive for assigned clients, guiding decisions across software, AI, automation, data platforms, and cloud infrastructureBuild and maintain technology roadmaps that tie directly to each client's business objectives and financial goalsLead executive-level conversations that connect technology investment to operational and financial performanceBuild long-term relationships where clients call you first because they trust your judgmentSolution Architecture and Hands-On DevelopmentArchitect AI-powered applications and data solutions, from the first whiteboard sketch to a working systemWrite and prototype code yourself to prove out approaches, unblock the team, and set the technical direction others build againstStay hands-on with modern AI development, including LLMs, agents, and automation, so your technical guidance is grounded in what actually works todayProject Leadership and DeliveryOwn the technical success of multiple concurrent engagements spanning automation, analytics, and AI-powered softwarePartner with the Technology Enablement Manager to keep scope, budget, and timelines aligned across the portfolioDrive adoption of standardized delivery frameworks so every client gets a consistent, high-quality experienceOwn adoption, ROI, and the health of each engagementBusiness Development and GrowthExpand existing client relationships through consultative, value-based engagement rather than hard sellingGenerate new opportunities through your personal and professional network, partnerships, and visibility in the marketWork with the Director to shape proposals, scopes of work, and client growth plansSpot opportunities for new services and offerings as client needs and technology evolveThought Leadership and EnablementDeliver executive briefings, client workshops, and talks at industry eventsMentor the internal team, raising the technical bar and helping specialists grow into stronger builders and advisorsTranslate what is happening at the edge of AI and software development into practical guidance clients can act onTechnical Skills & Experience10+ years of experience spanning software engineering and technology strategy, with a track record of shipping real production softwareStrong full-stack engineering background, comfortable across application code, APIs, cloud services, and data pipelinesHands-on experience building with modern AI, including LLMs, agents, and automation, and a clear sense of where the technology is genuinely useful versus hypeProven ability to architect systems and still get into the code when it matters, rather than only directing from a distanceBusiness acumen to translate technology into measurable outcomes, and the executive presence to make that case to leadershipExperience advising clients or stakeholders as a trusted technology executive, whether as a vCIO, consultant, engineering leader, or founderExceptional communication, equally at home in a client boardroom and a technical design reviewComfortable managing multiple concurrent engagements without letting quality or relationships slipBachelor’s degree in Computer Science, Information Systems, or a related field, or equivalent experience earned by doing the workWhat Sets You ApartBuilder Who Advises: You can sit in a strategy conversation with a CEO in the morning and ship working code in the afternoon. Neither one feels like a stretch, and clients trust your strategy more because they know you can build it.Technical North Star: When the team is unsure which approach to take, they look to you. You make the hard technical calls, set the standards, and take responsibility for quality across everything the practice builds.AI Pragmatist: You are genuinely excited about AI-powered development, but you are not fooled by demos. You know what holds up in production, and you steer clients toward what will actually work rather than what sounds impressive.Straight Shooter: You give clients the real picture, including the parts they may not want to hear, with context and a plan. That honesty is exactly why they keep you close.Perpetual Learner: The tools change every few months and that energizes you. You stay current not because you have to, but because you cannot help wanting to know how the new thing works.Multiplier: You leave every engagement and every teammate better than you found them. Your instinct is to raise the level of the people and systems around you, not just to do the work yourself.","datePosted":"2026-08-22T11:30:33.969Z","dateModified":"2026-08-22T11:30:33.969Z","hiringOrganization":{"@type":"Organization","name":"Creative Planning","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Denver","addressRegion":"CO","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"30f2df6aa33e37edb883c1da"},"url":"https://jobsearcher.com/jobs/30f2df6aa33e37edb883c1da"}}