Chief Technology Officer (Wealth Management)
Keller Executive Search
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
Vacancy posted 4 days ago
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