Chief Investment Officer

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Litchfield, CT
Job Type
Direct Hire
Apr 19, 2019
Job ID
Located in one of the most beautiful residential communities in New England, located west of Hartford, our
client seeks a Chief Investment Officer to lead their investment team and philosophy.

As Chief Investment Officer, you will: 
  • Lead investment team.
  • Oversee and update when needed the investment philosophy, policies, and procedures.
  • Evaluate and recommend investment vehicles – stocks, bond, mutual funds, etc. to be selected for portfolios.
  • Review and develop model portfolios; migrate client accounts to model portfolios. Personally manage a small portfolio of accounts
  • Participate in new business opportunities.
As successful candidate for Sr. Investment Officer, you will have: 
  • Management experience, leading an investment team
  • Experience working with accounts held in trust
  • Experience assisting with new business
  • Experience working with high net worth clients
  • Experience representing your employer in the community 
  • Bachelor’s degree required
  • Graduate degree, CFA are a plus
Compensation:  Depends upon experience, bonus up to 15%

Keywords:  Wealth Management, Investment Management, Trust