Boutique Recruiting
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Chief Investment Officer
role at
Boutique Recruiting 1 day ago Be among the first 25 applicants Join to apply for the
Chief Investment Officer
role at
Boutique Recruiting This range is provided by Boutique Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$150,000.00/yr - $250,000.00/yr A fast-growing, client-focused wealth management and retirement planning firm is seeking a strategic, experienced, and hands-on Chief Investment Officer to lead its investment operations. This newly created leadership role will be responsible for constructing and managing investment models, overseeing asset allocation strategies, collaborating with advisors on client portfolios, and supervising one experienced trader. This is a rare opportunity to build and shape an investment platform within a dynamic and entrepreneurial RIA firm. They’re looking for a detail-oriented, intellectually sharp investment leader with emotional intelligence, strong communication skills, and a servant-leader mindset.
Salary Range:
$150,000 - $250,000 / year DOE
Chief Investment Officer Responsibilities
Design, implement, and manage all financial models and investment strategies Collaborate with advisors to tailor asset allocation plans aligned with clients' goals and risk profiles Evaluate and rebalance portfolios across a full/open architecture platform Oversee and mentor the in-house trader Utilize investment planning tools to support planning and execution Work with custodians and fund managers to test and evaluate models Monitor and adjust strategies based on economic conditions, market trends, and firm-wide objectives Ensure compliance with SEC guidelines and support continuous improvement of investment processes
Chief Investment Officer Requirements
8–15+ years of experience in financial services or investment roles, preferably within an RIA setting CFA designation required Bachelor’s degree required Deep understanding of retirement-focused investment strategies and holistic planning Familiarity with investment software and platforms Strong quantitative and analytical skills with experience constructing and managing diversified portfolios High emotional intelligence with a collaborative and service-driven approach Series 65 or 7 license, or CFP designation is preferred Experience working directly with high-net-worth clients or advisory teams is a plus
Benefits
Competitive base salary Discretionary bonus potential Negotiable PTO 8 paid holidays Comprehensive health insurance 401(k) with company match Supportive and collaborative leadership team Clear performance reviews and growth opportunities
This is a high-impact leadership role at a mission-driven firm where you’ll help shape investment strategy and improve financial futures for thousands of clients. Apply now!
Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Financial Services, Banking, and Investment Management Referrals increase your chances of interviewing at Boutique Recruiting by 2x Sign in to set job alerts for “Chief Investment Officer” roles.
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Chief Investment Officer
role at
Boutique Recruiting 1 day ago Be among the first 25 applicants Join to apply for the
Chief Investment Officer
role at
Boutique Recruiting This range is provided by Boutique Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$150,000.00/yr - $250,000.00/yr A fast-growing, client-focused wealth management and retirement planning firm is seeking a strategic, experienced, and hands-on Chief Investment Officer to lead its investment operations. This newly created leadership role will be responsible for constructing and managing investment models, overseeing asset allocation strategies, collaborating with advisors on client portfolios, and supervising one experienced trader. This is a rare opportunity to build and shape an investment platform within a dynamic and entrepreneurial RIA firm. They’re looking for a detail-oriented, intellectually sharp investment leader with emotional intelligence, strong communication skills, and a servant-leader mindset.
Salary Range:
$150,000 - $250,000 / year DOE
Chief Investment Officer Responsibilities
Design, implement, and manage all financial models and investment strategies Collaborate with advisors to tailor asset allocation plans aligned with clients' goals and risk profiles Evaluate and rebalance portfolios across a full/open architecture platform Oversee and mentor the in-house trader Utilize investment planning tools to support planning and execution Work with custodians and fund managers to test and evaluate models Monitor and adjust strategies based on economic conditions, market trends, and firm-wide objectives Ensure compliance with SEC guidelines and support continuous improvement of investment processes
Chief Investment Officer Requirements
8–15+ years of experience in financial services or investment roles, preferably within an RIA setting CFA designation required Bachelor’s degree required Deep understanding of retirement-focused investment strategies and holistic planning Familiarity with investment software and platforms Strong quantitative and analytical skills with experience constructing and managing diversified portfolios High emotional intelligence with a collaborative and service-driven approach Series 65 or 7 license, or CFP designation is preferred Experience working directly with high-net-worth clients or advisory teams is a plus
Benefits
Competitive base salary Discretionary bonus potential Negotiable PTO 8 paid holidays Comprehensive health insurance 401(k) with company match Supportive and collaborative leadership team Clear performance reviews and growth opportunities
This is a high-impact leadership role at a mission-driven firm where you’ll help shape investment strategy and improve financial futures for thousands of clients. Apply now!
Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Financial Services, Banking, and Investment Management Referrals increase your chances of interviewing at Boutique Recruiting by 2x Sign in to set job alerts for “Chief Investment Officer” roles.
CFO at a PE-Backed Distribution Business
Deputy Chief Investment Officer (Job Onsite in Dubai) | Family Office | 0% Tax
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Chicago, IL $200,000.00-$250,000.00 1 month ago Chicago, IL $230,000.00-$350,000.00 2 weeks ago Chief Executive Officer – Commercial Generator Services – Private Equity, 78939
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Chicago, IL $400,000.00-$550,000.00 16 hours ago Greater Chicago Area $240,000.00-$270,000.00 3 days ago Chicago, IL $185,000.00-$240,000.00 2 months ago Lisle, IL $300,000.00-$400,000.00 2 weeks ago Batavia, IL $167,500.00-$238,033.00 5 months ago Chicago, IL $194,016.00-$230,000.00 2 weeks ago Managing Director | Head of Technology Investment Banking
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#J-18808-Ljbffr