First Horizon Bank
Wealth Management, Chief Investment Officer
First Horizon Bank, Memphis, Tennessee, us, 37544
Overview
The Chief Investment Officer at First Horizon Bank leads the Investment Committee, drives asset allocation, evaluates performance, and engages clients with market insights. Responsibilities
Lead Investment Committee meetings and ensure fiduciary standards. Guide asset allocation, performance attribution, composite performance, and manager due diligence. Monitor macroeconomic and geopolitical environment and author market updates. Write and distribute Market News & Views quarterly, investment insights, and Five Factor Framework communications. Host the First Friday Update Economic and Market Review meeting with Wealth Management associates. Serve as lead speaker for Quarterly Conversation virtual meeting series with clients. Present to clients, associates, Bank Relationship Managers, and leadership teams. Act as spokesperson and contributor to national media outlets and social media channels. Present firm-level asset allocation decisions and investment strategy to internal and external stakeholders. Present regularly to the corporate Fiduciary and Risk Committee, ensuring alignment with compliance and risk management guidelines. Collaborate on Wealth Management business development initiatives to support revenue growth objectives. Qualifications
Bachelor degree in Finance, Economics, or related field. Extensive experience in investment management, committee leadership, and client-facing roles. Strong presentation and communication skills, engaging audiences from associates to executive leadership and clients. Demonstrated expertise in market analysis, economic outlook, and investment strategy. Experience contributing to media and social content, distilling complex information for diverse audiences. Collaborative approach supporting company business development and growth targets. Supervisory Responsibilities
Direct, coordinate, and evaluate designated units or personnel; responsibilities include interviewing, hiring, training, planning, assigning, appraising performance, pay change recommendations, disciplining employees, addressing complaints, and resolving problems. Computer & Office Skills
Microsoft Office suite. Certifications
Finra Series 7 and 66 license. Benefits
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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The Chief Investment Officer at First Horizon Bank leads the Investment Committee, drives asset allocation, evaluates performance, and engages clients with market insights. Responsibilities
Lead Investment Committee meetings and ensure fiduciary standards. Guide asset allocation, performance attribution, composite performance, and manager due diligence. Monitor macroeconomic and geopolitical environment and author market updates. Write and distribute Market News & Views quarterly, investment insights, and Five Factor Framework communications. Host the First Friday Update Economic and Market Review meeting with Wealth Management associates. Serve as lead speaker for Quarterly Conversation virtual meeting series with clients. Present to clients, associates, Bank Relationship Managers, and leadership teams. Act as spokesperson and contributor to national media outlets and social media channels. Present firm-level asset allocation decisions and investment strategy to internal and external stakeholders. Present regularly to the corporate Fiduciary and Risk Committee, ensuring alignment with compliance and risk management guidelines. Collaborate on Wealth Management business development initiatives to support revenue growth objectives. Qualifications
Bachelor degree in Finance, Economics, or related field. Extensive experience in investment management, committee leadership, and client-facing roles. Strong presentation and communication skills, engaging audiences from associates to executive leadership and clients. Demonstrated expertise in market analysis, economic outlook, and investment strategy. Experience contributing to media and social content, distilling complex information for diverse audiences. Collaborative approach supporting company business development and growth targets. Supervisory Responsibilities
Direct, coordinate, and evaluate designated units or personnel; responsibilities include interviewing, hiring, training, planning, assigning, appraising performance, pay change recommendations, disciplining employees, addressing complaints, and resolving problems. Computer & Office Skills
Microsoft Office suite. Certifications
Finra Series 7 and 66 license. Benefits
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