An award-winning boutique private wealth management RIA is seeking a Chief Investment Officer to assist clients with their financial service needs by using a comprehensive investment approach. Someone with in-depth knowledge of investments is very important for this role.
This person will also be an expert in managing ESG portfolio for clients, while also managing client relationships and providing customized investment solutions for high net worth individuals. Having a deep understanding of private wealth management, asset allocation, portfolio construction and management, and the ability to build external and internal relationships will also be an important component of the role.
Some other responsibilities for the role include:
- Manage and educate clients on the benefits of an ESG portfolio
- Maintain the investment process and analyze prospect client portfolios to ensure client concerns or needs are met daily
- Work alongside the CEO to come up with various investment strategies
- Meet and exceed client requests by understanding each analysis, attribution analysis, and portfolio optimization
Some other requirements include:
- MBA strongly preferred
- CFA preferred
- 10+ years of experience in wealth management, investment, asset management, and in a client-facing role
- Extensive understanding of the sales process and ability to communicate effectively
- Extensive understanding of using a comprehensive investment approach
- Entrepreneurial and collaborative mindset with a self-start attitude
About the firm:
- Competitive compensation package
- Family Office work culture
- Health, Dental, & Vision Insurance
- PTO Days