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Adaptive financial planning that guides individuals and businesses through life’s changes with financial advisors, wisdom, and resources.

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CG Financial Services is an adaptive financial planning firm that provides individuals and businesses with expert guidance and resources to navigate life's changes. With a team of 74 fiduciary advisors and over 22 years of experience, CG Financial Services offers personalized financial planning services that go beyond the traditional approach. They help clients organize their financial lives and develop adaptive plans to achieve their evolving goals. For individuals, CG Financial Services offers services such as investment planning for the future, retirement planning, and lifestyle planning. They also specialize in minimizing tax impact and ensuring a financial legacy for clients. Business owners can benefit from CG Financial Services' expertise in growing and protecting their businesses. They provide retirement plans, executive benefits, business insurance, and guidance on attracting and retaining employees. What sets CG Financial Services apart is their commitment to being expert, independent, and objective. They are fiduciaries, meaning they always prioritize the client's best interest. Their advisors hold accreditations and they are not limited to specific investment or insurance companies. If you're seeking adaptive financial planning that caters to your unique needs, CG Financial Services is the trusted partner to guide you through life's changes.

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CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond. We strive to understand your personal journey and provide an array of services that fit your individual needs.

Our Personal Financial Services teams provide retirement and lifestyle planning, estate planning, tax minimization, and insurance planning for all your financial needs.

For businesses, business owners, non-profits, and other organizations, our Business Financial Services teams provide extensive employee benefits, retirement plans, executive compensation packages and more. Your business is the source of your financial security to live the life you want today and provides a legacy for your family in the future. We focus on your financial goals so you can get back to doing what you love: working on your business, not for your business.

As your personal CFO, we collaborate with your key service providers to create synergies that ensures your goals are addressed. This allows us to meet expectations, alleviate concerns, and proactively collaborate with your team in seeking to create the best outcome possible to meet your goals.

Fractional Chief Information Officer
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**Engagement Summary**

CG Financial Services seeks a Fractional Chief Information Officer (FCIO) to provide executive technology leadership, decision ownership, and execution accountability. The initial focus will be three Priority Projects: the data lake transition, the CRM transition, and the implementation of Gradient. It is expected that this engagement will require more time during the Priority Project phase. Following the successful conclusion of these initiatives, the FCIO will transition to an ongoing strategic leadership role responsible for aligning strategy with the firm's business objectives.

**Reporting Relationship**

Initially, the FCIO will report to the firm's Fractional Chief Operations Officer. A Director of Operations will be recruited and once onboard, the FCIO will report to the Director of Operations. This is a senior level role ultimately accountable to the Leadership Team. The role coordinates daily with internal project owners, division leaders, and external vendors.

**Priority Projects**

Data Lake Transition. Provide technical leadership for selecting and implementing the firm's data lake solution and designing the project to fit CG Financial's future strategy. Review and analyze options and assist with contract negotiation. Own the final platform decision, define the integration approach across CG's core systems, and direct the build, data cleanup, and data migration. Design and own the security, data governance, and the compliance pathway. Carry the work to the firm's decision deadline and into deployment.

CRM Transition. Lead the migration to the firm's new CRM platform. Own data migration, system integrations, workflow configuration, and user adoption. Coordinate vendor and internal resources to deliver a clean cutover with minimal disruption to advisors and staff.

Gradient Implementation. Direct the implementation of Gradient. Own configuration, integration with the broader technology stack, testing, and rollout. Confirm the solution performs against its intended use before full deployment.

Critical to all three projects is the development and execution of the Project Plan, the ability to manage the team and meet interim deadlines and execute successful conversions on time and on budget with a high level of accuracy.

**Key Responsibilities and Accountabilities:**

**Priority Projects**

*   Own the outcomes and decisions across all three initiatives.
*   Build, publish, and enforce implementation timelines, sequencing interdependent work.
*   Direct assigned internal staff and external vendor resources against project requirements
*   Provide expert technical guidance to leadership and project teams and translate technical decisions into business terms.
*   Identify risks early and present options with a clear recommendation.
*   Report status, decisions, and open issues in an agreed upon format and cadence to the leadership team.
*   Document key decisions and the reasoning behind them.

**Ongoing Role**

*   Develop and execute the firm's Technology Roadmap collaborating with the Director of Operations and firm Leadership.
*   Advise on technology investments in a proactive manner and stay abreast of new technologies available.
*   Oversee cybersecurity, information security, decision rights and technology practices.
*   Establish decision rights for technology initiatives and ensure clear accountability across internal teams and external vendors.
*   Lead data governance, quality and reporting. Architect dashboards and reporting that assist leadership in the management of the business.
*   Supervise portfolio accounting software, CRM, financial planning, marketing and custodial connectivity and integration.
*   Guide AI strategy that will improve efficiencies at all levels of the firm.

**Qualifications**

*   Senior technology leadership experience, preferably within financial services, wealth management, or an RIA.
*   Direct experience with data lake or data warehouse architecture, CRM migrations, and integration of financial technology systems.
*   Hands-on ownership of data migration involving sensitive client data, source-to-target mapping, data clean-up, integrity validation, and cutover with documented controls.
*   Working knowledge of the wealth and retirement technology ecosystem, including custodial platforms, portfolio accounting, and planning tools.
*   Information security and data governance leadership: access management, data classification and protection, vendor and third-party security review, and the ability to design and own the regulatory and compliance pathway in an RIA or comparable environment including SEC cybersecurity expectations.
*   A proven record of vendor selection, contract evaluation, and accountable delivery.
*   Clear, direct communication with executive stakeholders, and the ability to translate technical decisions into business terms.

**Success Measures**

*   Data lake platform selected and implemented on the firm's timeline.
*   CRM migration on schedule and data integrity confirmed.
*   Gradient implementation on schedule.
*   All agreed upon milestones on track to schedule and budget for the technology transitions.
*   Advisors embrace technology tools and data

**Work Arrangement**

Hybrid Remote

Operations Manager at CG Financial Services

Kimberly Dale

Operations Manager

CG Financial Services - Fractional Chief Information Officer - Paylocity

Data Migration

Information Security

Chief Information Officer

Data Governance

CG Financial Services is seeking a Fractional Chief Information Officer to lead technology projects including data lake and CRM transitions, and Gradient implementation. The role involves strategic leadership and ongoing technology roadmap development.

Fractional Chief Information Officer

Engineering

CG Financial Services

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