Boutique Recruiting

Chief Investment Officer

Boutique Recruiting, Oakbrook Terrace

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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

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