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

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

• 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)

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

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.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Use of Artificial Intelligence in Recruitment

Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.