Chief Technology Officer (Wealth Management)

Keller Executive Search

Nashville, TN

JOB DETAILS
SKILLS
Artificial Intelligence (AI), Banking Regulations, Business Growth, Cloud Computing, Cross-Functional, Emerging Technology, Financial Trend Analysis, Incident Response, Information Technology & Information Systems, Internet Security, Leadership, Maintain Compliance, Network System Hardware, Operational Support, Problem Solving Skills, Public/Media/Press/Analyst Relations, Regulations, Regulatory Compliance, Relationship Management, Risk, Risk Management, State Laws and Regulations, Team Player, Technical Leadership, Technical Support, Time Management, Vendor/Supplier Management, Wealth Management
LOCATION
Nashville, TN
POSTED
1 day ago
Chief Technology Officer

We are partnering with a well-established, independent trust and estate administration firm headquartered in Nashville, Tennessee to find their next Chief Technology Officer. This is a senior executive role for a technology leader ready to own the full IT strategy of a growing, regulated business — from infrastructure and cybersecurity to vendor management and innovation.

This is a high-impact position with direct CEO access, a collaborative executive team, and the mandate to shape how technology drives the company forward.

What You'll Do

Strategic Technology Leadership

  • Develop and execute a forward-looking technology roadmap aligned with business growth objectives
  • Evaluate and implement emerging technologies — including AI — to drive operational efficiency, scalability, and competitive advantage
  • Advise the CEO and executive team on technology trends, risks, and investment priorities
  • Partner cross-functionally with Legal, Compliance, Data, and Operations leadership

Infrastructure & IT Operations

  • Own the company's IT infrastructure — networking, hardware, cloud, and software systems
  • Manage and develop the internal IT team and oversee key external managed service relationships
  • Evaluate and manage technology vendors, platforms, and tools
  • Oversee IT support operations to ensure timely and effective issue resolution

Cybersecurity, Risk & Compliance

  • Lead a robust cybersecurity and risk mitigation posture across the organization
  • Ensure compliance with state banking regulations and applicable requirements for a regulated financial institution
  • Proactively manage technology-related risks and incident response
  • Partner with Compliance and Legal to meet audit and regulatory obligations

About the Company

K

Keller Executive Search