First Horizon Bank
Wealth Management, Chief Investment Officer
First Horizon Bank, Atlanta, Georgia, United States, 30383
Wealth Management, Chief Investment Officer
Location:
Memphis, TN; Franklin, TN; Atlanta, GA; Miami, FL; New Orleans, LA; Dallas, TX; Charlotte, NC; Houston, TX Summary:
The Chief Investment Officer leads the Investment Committee, drives strategic asset allocation, manages performance evaluation, and engages associates and clients with market insights. Essential Duties and Responsibilities
Investment Committee Leadership:
Direct all committee meetings, ensure fiduciary standards, guide reviews of asset allocation and manager due diligence. Market Analysis & Content Creation:
Monitor macroeconomic environment, develop market content such as Macro Economic & Market updates, Market News & Views, and Five Factor Framework communications. Associate & Client Engagement:
Host First Friday Update meetings, lead quarterly virtual conversation series, deliver presentations to clients and internal teams. Media & Social Presence:
Serve as spokesperson, contribute to national media and social media channels. Strategic Presentation & Collaboration:
Present firm-level asset allocation decisions, present to corporate Fiduciary and Risk Committee. Business Development Alignment:
Collaborate on Wealth Management business development initiatives to support revenue growth. Supervisory Responsibilities:
Direct, coordinate, and evaluate designated units or personnel, including hiring, training, performance appraisals, and disciplinary actions. Qualifications
Bachelor’s degree in Finance, Economics, or related field. Extensive experience in investment management, committee leadership, and client‑facing roles. Strong presentation and communication skills. Expertise in market analysis, economic outlook, and investment strategy. Experience contributing to media and social content. Collaborative approach supporting business development and growth targets. Computer and Office Equipment Skills
Microsoft Office suite. Certificates, Licenses, Registrations
Finra Series 7 and 66 license. About First Horizon Corporation
First Horizon Corporation is a leading regional financial services company dedicated to helping clients, communities, and associates unlock their full potential. Benefit Highlights
Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match
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Location:
Memphis, TN; Franklin, TN; Atlanta, GA; Miami, FL; New Orleans, LA; Dallas, TX; Charlotte, NC; Houston, TX Summary:
The Chief Investment Officer leads the Investment Committee, drives strategic asset allocation, manages performance evaluation, and engages associates and clients with market insights. Essential Duties and Responsibilities
Investment Committee Leadership:
Direct all committee meetings, ensure fiduciary standards, guide reviews of asset allocation and manager due diligence. Market Analysis & Content Creation:
Monitor macroeconomic environment, develop market content such as Macro Economic & Market updates, Market News & Views, and Five Factor Framework communications. Associate & Client Engagement:
Host First Friday Update meetings, lead quarterly virtual conversation series, deliver presentations to clients and internal teams. Media & Social Presence:
Serve as spokesperson, contribute to national media and social media channels. Strategic Presentation & Collaboration:
Present firm-level asset allocation decisions, present to corporate Fiduciary and Risk Committee. Business Development Alignment:
Collaborate on Wealth Management business development initiatives to support revenue growth. Supervisory Responsibilities:
Direct, coordinate, and evaluate designated units or personnel, including hiring, training, performance appraisals, and disciplinary actions. Qualifications
Bachelor’s degree in Finance, Economics, or related field. Extensive experience in investment management, committee leadership, and client‑facing roles. Strong presentation and communication skills. Expertise in market analysis, economic outlook, and investment strategy. Experience contributing to media and social content. Collaborative approach supporting business development and growth targets. Computer and Office Equipment Skills
Microsoft Office suite. Certificates, Licenses, Registrations
Finra Series 7 and 66 license. About First Horizon Corporation
First Horizon Corporation is a leading regional financial services company dedicated to helping clients, communities, and associates unlock their full potential. Benefit Highlights
Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match
#J-18808-Ljbffr