#1716

Chief Investment Officer

New York, NY, United States

Multi-Billion AUM Fee-Only RIA

NYC or Northern, NJ

Overview

Fast growing and dynamic Multi-Billion AUM Fee-Only RIA/Top Rated CPA Firm seeks a Chief Investment Officer to lead the investment team, overseeing all aspects of portfolio construction, asset allocation, research and due diligence.

Highlights

  • Lead the investment committee and oversee all aspects research and due diligence, portfolio construction and risk management in a Fee-Only RIA
  • Provide innovative thought leadership and strategy in a collegial, forward-thinking culture as the firm develops a more robust alternative investment platform and SMA offering
  • Represent the Firm’s vision and strategy to Financial Advisors, and Accountants to address customized client needs for high net worth and ultra high net worth clientele
  • Extensive contact with prospective clients in a dynamic and entrepreneurial firm that is very active in M&A and tuck-in advisors
  • Provide market commentary to keep clients and advisors abreast of market trends and Firm strategies
  • Current investment strategies include a solid array of high performing ETFs and mutual funds, as well as the ability to build portfolios from individual securities and fixed income positions
  • Range of Pay: $250,000 base, plus profit and performance based bonuses and a clear track to equity participation and partnership
  • Opportunity to be based in either Northern, NJ or Midtown Manhattan in a hybrid work culture.

Requirements

  • 7+ years of investment management experience in a wealth management firm with the ability to lead all aspects of the investment process with an RIA.
  • Excellent client facing and interpersonal skills, CFA required

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.