Chief Investment Officer | Indianapolis, Indiana

HRJ5806 – Completed

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

Reference Number: HRJ5806