CTO (Banking)

Senior Technology Executive

Our client, a well-regarded and independently operated firm specializing in trust and estate administration out of Nashville, Tennessee, is seeking a senior technology executive to step into this critical leadership role. The successful candidate will be responsible for steering the full scope of the company's IT function — from infrastructure management and cybersecurity strategy to vendor relationships and the adoption of innovative technologies, all within a highly regulated financial services setting.

This role offers meaningful executive influence, including a close working relationship with the CEO, collaboration with a strong leadership team, and the opportunity to shape the technological direction of a growing organization.

Key Responsibilities

Technology Vision & Strategy

• Partner cross-functionally with Legal, Compliance, Data, and Operations teams to align technology initiatives with broader business needs
• Assess and deploy emerging technologies — including artificial intelligence — to enhance efficiency, support scalability, and strengthen market positioning
• Counsel the CEO and senior leadership team on technology direction, risk exposure, and capital allocation for IT investments
• Build and drive a comprehensive technology roadmap that supports the company's long-term growth trajectory

Systems, Infrastructure & Operations

• Oversee IT support functions to ensure responsive, high-quality service delivery across the organization
• Assess, select, and manage technology vendors, platforms, and software solutions
• Lead and mentor the internal IT team while managing relationships with outsourced managed service providers
• Take full ownership of the firm's IT backbone — including networking, cloud environments, hardware, and enterprise software

Security, Risk Management & Regulatory Compliance

• Collaborate closely with Compliance and Legal teams to satisfy audit requirements and meet regulatory obligations
• Proactively identify, assess, and address technology-related risks and lead incident response efforts
• Maintain compliance with state banking regulations and other standards applicable to a regulated financial institution
• Establish and maintain a strong cybersecurity framework and risk mitigation strategy across the enterprise