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Chief Investment Officer

Reference Number: HRJ5806
Location: Indianapolis, Indiana

The Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Chief Investment Officer. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior leadership team, this individual will be integral in establishing the firm’s long-term investment vision and strategies. 

The ideal candidate has CIO experience at a sizable firm serving similar clients. Candidates should have strong technical skills, leadership experience, and extensive client/prospect facing experience.

Responsibilities:

• Leads the Investment Management Group and participates in various senior level committees.

• Oversees all investment manager due diligence criteria and asset allocation policies.

• Sources and vets specific private market investments.

• Manages all investment related projects and initiatives.

• Participates in client/prospect meetings on an as needed basis.

• Active in investment areas including research and publishing original written material.

Requirements:

• Bachelor’s degree required; Advanced degree highly preferred.

• CFA required.

• Experience as a CIO highly preferred and experience managing a team of CFAs.

• Strong experience working with HNW clients.

• Deep knowledge of investment strategies, investment solutions, private markets, and the wealth management industry.

• Exceptional written and verbal communication skills and presentation abilities.

Compensation: Attractive compensation package with base salary and bonus. Future equity potential.

Location: Indianapolis, Indiana

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.