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Crewe Advisors · 3 months ago

Chief Investment Officer

Salt Lake City, Utah, United States

Full-time

Onsite

Director/Executive

Crewe Advisors is a comprehensive wealth advisory firm dedicated to serving high net worth and ultra-high net worth clients. The Chief Investment Officer will oversee the investment discipline, set and implement investment strategies, and ensure compliance with regulatory protocols while leading an elite investment team.

AdviceFinancial ServicesWealth Management

Responsibilities

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

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

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

Introduce new investment ideas for consideration to Wealth Advisors

Lead Investment Committee

Direct trading

Enhance portfolio performance reporting process/deliverables

Direct research activities

Qualification

CFAInvestment managementPortfolio managementRegulatory complianceAdvanced communicationLeadership skillsOrganizational managementInvestment terminologyCollaboration

Required

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