Chief Investment Officer

ABOUT THE ROLE

We are seeking a Chief Investment Officer to join the Crewe Advisors team. This role will be based out of our Salt Lake City, Utah office. The Investment Team serves as one of Crewe’s Centers of Excellence, providing support to the Wealth Advisory group and, in turn, the Client.

The CIO has broad oversight of the investment discipline. This critical role has responsibility for setting and implementing investment strategy for the firm to ensure the investment objectives for the clients are met, while ensuring all regulatory and compliance protocols are followed. 

RESPONSIBILITIES:

Investment Strategic Leadership & Philosophy 

• Build platform and investment story with the client and advisor experience in mind


• Assemble an elite investment team


• Collaborate with Partners to set strategic vision for development of the investment platform of the future


• Empower Wealth Advisors with concise talking points/Crewe investment story/thoughts


• Marketing / Growth

External Thought Leadership

• Media engagements (including television, print, and social media)


• Written thought leadership - papers/research/market commentary


• Engage in select Client/Prospect meetings, presentations, & events


• Present at industry and client forums


• Network in professional community to help recruit new professionals

Investment Platform Development

• Provide comprehensive investment solutions and services for all Clients


• Identify/source differentiated investment opportunities


• Set strategic asset allocation and recommend proactive tactical moves


• Build relationships with asset managers and investors


• Direct creation of deliverables aligned with investment story/process


• Maintain a current awareness of new investment strategies and instruments through regular engagement with the product and portfolio research area, contact with other industry professionals and personal research

Investment Management / Performance

• Introduce new investment ideas for consideration to Wealth Advisors


• Lead Investment Committee


• Direct trading


• Enhance portfolio performance reporting process/deliverables


• Direct research activities

QUALIFICATIONS

• Advanced degree and/or related industry qualification (e.g. CFA, MBA)


• Expertise in investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments


• Advanced communication skills, including experience navigating press opportunities e.g., television, print, and social media are required


• Advanced understanding of the regulatory and compliance landscape


• Collaboration with Board of Managers and across Centers of Excellence to ensure alignment of Investment Team with firm growth goals and to improve efficiency and productivity


• Knowledge of investment terminology, characteristics of the various marketplaces, laws and regulations governing investments and taxation


• Strong leadership and organizational management skills

WHO WE ARE

Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business owners, and corporate executives. Our team of seasoned professionals work to achieve our clients’ long-term objectives by addressing all aspects of our clients’ financial affairs including investment management, estate planning, tax planning, wealth transfers, business succession planning, and risk management.

Your family is your most important company, and as that company’s CFO, we at Crewe Advisors strive to build deep connections and family bonds with each of our clients. We help you ask the right questions, think through life and financial decisions, and ultimately achieve the best possible outcomes. We devote ourselves to these meaningful relationships, serving as a single point of contact to evaluate, align, and oversee your wealth from end to end.