Chief Technology Officer (Wealth Management)

Job Description

Job Description

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.

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

Requirements

Required

• Bachelor's degree in Information Technology, Computer Science, or a related field (or equivalent experience)
• 15+ years of progressive IT leadership or management experience
• Background in financial services, banking, trust, or other regulated industries
• Strong working knowledge of networking, hardware, software, and security management
• Expertise across cloud services, data services, network services, API management, compliance, and risk management
• Proven ability to balance security with innovation and business enablement
• Strong communication skills with experience advising C-suite and board-level stakeholders

Preferred

• Familiarity with state banking regulations and compliance frameworks
• Experience managing external managed service provider relationships

Benefits

• Base Salary: Competitive; $170,000 to $200,000, commensurate with experience
• Bonus: Discretionary annual bonus
• PTO: Unlimited
• Health: Fully paid Medical, Dental, and Vision from day one
• Additional: Generous HSA, company-paid life and disability insurance, Safe Harbor 401(k)

Keller is a recruitment agency that provides services to clients ranging from startups and non profits to multinational corporations. Keller emphasizes ethical search processes, attentive candidate care, and leadership placements that support long-term client outcomes.

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