Cravens & Company · 6 days ago
Director of Investments
Cookeville, TN
Full-time
Onsite
Senior Level, Lead/Staff
$165K/yr - $185K/yr
8+ years expCravens & Company Advisors is a growing, independent investment advisory firm serving high-net-worth clients. The Director of Investments will oversee investment strategies, mentor the internal team, and engage with clients to ensure effective investment communication and governance.
FinanceFinancial ServicesRetirementWealth Management
Responsibilities
Provide strategic oversight of portfolio construction, asset allocation, and investment implementation
Co-lead the Investment Committee, guiding discussion and decision-making with clarity and discipline
Ensure consistent application of the firm’s investment philosophy across client portfolios
Oversee effective use of investment platforms, including our in-house, Quality Focus Strategy (with over 10 years of audited results), custom indexing, SMAs, and alternative investment solutions
Maintain strong investment governance, documentation, and decision rationale
Participate in client meetings to explain investment strategy, positioning, and market context
Translate complex investment topics into clear, practical guidance for clients
Support advisors in high-value client conversations and select business development efforts
Contribute to periodic market commentary and client education initiatives
Mentor and develop internal team members to strengthen investment understanding and confidence
Establish clear workflows that support efficiency, accountability, and consistency
Foster a collaborative, relationship-driven culture across investment, planning, and operations teams
Partner with firm leadership on long-term investment strategy and growth initiatives
Report directly to the firm's owner and collaborate on long-term strategy
Contribute to the evolution of the firm’s investment offering as the client base expands
Support scalable processes that enable growth without unnecessary complexity
Qualification
Required
8–12+ years of experience in investment management or private wealth management
Experience within an RIA, family office, or private advisory firm environment
Demonstrated strength in investment communication and client engagement
Proven leadership and mentoring capability
Excitement about long-term growth and building alongside a firm
Willingness to relocate to Cookeville, Tennessee
Preferred
CFA designation strongly preferred (or active pursuit)
Benefits
Annual Bonus:Target 15–25% based on individual and firm performance
Long-Term Incentive: Participation in a long-term incentive program aligned with firm growth
Comprehensive benefits package, including professional development support and relocation assistance
Company
Cravens & Company
Since 1996, Cravens & Company has been serving the specialized needs of family businesses and their owners, professionals, and retirees.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Wayne Cravens
President
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