Wealth Management, Chief Investment Officer

First Horizon Bank • Charlotte, NC • 4h ago

Description

Location: Onsite in: Memphis, TN; Franklin, TN; Atlanta, GA; Miami, FL; New Orleans, LA; Dallas, TX; Charlotte, NC; Houston, TX

SUMMARY

The Chief Investment Officer is responsible for leadership and oversight of all Investment Committee meetings and activities at First Horizon Bank. This associate serves as a strategic leader, content creator, and expert presenter for investment and economic insights, driving the committee's efforts in asset allocation, performance evaluation, and manager due diligence, as well as keeping associates and clients informed and engaged with market developments.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Investment Committee Leadership:

Direct all Investment Committee (IC) meetings and related activities, ensuring robust discussion and adherence to fiduciary standards.

Guide reviews of asset allocation, performance attribution, composite performance, and manager due diligence processes.

Market Analysis & Content Creation:

Continuously monitor the macroeconomic and geopolitical environment to evaluate risks and opportunities.

Develop and author regular market content, including Macro Economic and Market updates.

Write and distribute Market News & Views Quarterly Client Update, Investment Insights, and Five Factor Framework communications.

Associate & Client Engagement:

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 across the company footprint.

Deliver presentations to clients, Wealth Management associates, Bank Relationship Managers, and leadership teams.

Media & Social Presence:

Act as spokesperson and contributor to national media outlets and platforms, enhancing the firm's visibility and thought leadership.

Provide market and economic content for sharing via social media channels.

Strategic Presentation & Collaboration:

Lead the presentation of 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.

Business Development Alignment:

Collaborate closely on Wealth Management business development initiatives to support revenue growth objectives and enhance client relationships.

Performs all other duties as assigned

SUPERVISORY RESPONSIBILITIES

Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

Bachelor (4-year college) degree in Finance, Economics, or related field.

Extensive experience in investment management, committee leadership, and client-facing roles.

Strong presentation and communication skills, with proven ability to engage 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, with ability to distill complex information for diverse audiences.

Collaborative approach with a focus on supporting company business development and growth targets.

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft Office suite

CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)

Finra Series 7 and 66 license

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com (https://urldefense.com/v3/\_https:/www.firsthorizon.com/\\;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\kmPxl66_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .

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

More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Facebook (https://www.facebook.com/FirstHorizonBank)

X formerly Twitter

LinkedIn (http://www.linkedin.com/company/first-horizon-bank)

Instagram

YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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