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The Chief Investment Officer is responsible for the Client Investment Portfolios. The Chief Investment Officer (CIO) oversees a team of professionals that have responsibilities such as managing and monitoring investment activity, managing pensions, working with external analysts maintaining good investor relations. They will also develop short-term and long-term investment policies.


  • Leads the Investment Management Group and participates in various senior level committees.
  • Oversees all investment manager due diligence criteria and asset allocation policies.
  • Sources and vets specific private market investments.
  • Manages all investment related projects and initiatives.
  • Participates in client/prospect meetings.
  • Active in investment areas including research and publishing original written material.
  • Develops investment strategies based on company’s philosophy and client objectives
  • Performs investment research and stays current on development in security markets
  • Participates in the strategic planning and decision making for department
  • Bachelor’s degree required; Advanced degree highly preferred.
  • CFA required.
  • Minimum of twelve (12) years of direct experience in the industry or related industries  required
  • Minimum of five (5) years experience managing a team
  • Prior experience as CIO is highly desired.
  • Extensive knowledge of investment strategies, investment solutions, private markets, and the wealth management industry required
  • Demonstrated ability for Business Development 
  • Exceptional written and verbal communication skills and presentation abilities
  • Ability to travel up to 25%


  • Business Development
  • Leadership
  • Strategic Planning
  • Investment Product expertise

Essential Functions: 

  • Sitting for extended periods of time.
  • Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
  • Ability to converse and exchange information with all levels of staff within organization.
  • Ability to observe, perceive, identify, and translate data
  • Ability to travel via air, rail, automobile and/or bus.