Chief Technology Officer (Wealth Management)

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, Privacy and Pay Equity:
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• 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

• 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)

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.