Chief Investment Officer, CFA

Multi-Billion-Dollar Independent RIA, Northern California

Overview

Multi-billion-dollar independent RIA seeks a Chief Investment Officer to serve as the firm’s senior investment authority and shape the next evolution of their sophisticated, multi-strategy investment platform. This is a build-and-lead opportunity for an investment executive who can establish a cohesive firm-wide philosophy, own the strategic direction of the platform, and serve as a compelling investment voice with sophisticated clients and prospects.

Highlights

• Own the firm-wide investment philosophy and strategic asset allocation across core equity, fixed income, outsourced liquid strategies, alternatives, concentrated-position solutions, and options strategies.
• Serve as the senior investment voice in ultra-high-net-worth client and prospect conversations.
• Drive the evolution of the investment platform, including concentrated-position and tax-transition solutions, options strategies, manager selection, and new product development.
• Oversee the investment team and established in-house portfolio leadership.
• Shape the integration of investment portfolios from future acquisitions and tuck-ins as well as the broader investment organization as the firm grows.
• $400,000+ first year cash compensation including competitive base salary and performance-based bonuses. Opportunity to invest in and participate in the long-term growth of the company.

Requirements

• Fluency across fundamental equity, fixed income construction, liquid and illiquid alternatives, and tax-aware or concentrated position solutions.
• Track record of building or materially reshaping an investment organization, including the judgment to determine what is built internally versus sourced externally.