Chief Investment Officer

Select how often (in days) to receive an alert: Create AlertThe Chief Investment Officer (CIO) is the thought leader and visionary responsible for establishing and guiding the over-all philosophy and strategy of comprehensive Investment Management, culture, and risk appetite within Wealth Management. The CIO is the face and champion of the Investment Management approach to wealth clients, other internal bank clients, prospects and centers of influence. As the lead expert, the CIO attracts and retains new clients and assets under management.The CIO leads a team of professionals that have responsibilities including: all facets of implementing, managing and monitoring activities related to investment management, conducting securities and manager due diligence research, evaluating investment performance, working with external industry partners and maintaining positive investor relationships. The CIO also develops and maintains investment and risk management policies appropriate for the fiduciary asset management environment.RESPONSIBILITIESEstablishes and owns the vision, overall investment strategy and risk appetite in investment management, in coordination with internal senior level committees.Leads the Investment Management Group and participates in various senior level committees.Develops existing and new investment strategies based on company’s philosophy and client profilesMaintains expertise on current developments in financial markets and related global economics.Participates in high-value client and prospect meetings.Active and committed to conducting original research and publishing white papers.Participates in the strategic planning and decision making for the group.Maintains an investment culture dedicated to prudent fiduciary and risk management standards.Oversees and guides all securities and investment manager due diligence and asset allocation and risk models.Sources and vets specific private capital investments.Oversees or manages all investment related projects and initiatives.QualificationsMBA or advanced degree in Finance or related fields requiredChartered Financial Analyst (CFA) designation required and CFP, CIMA or other advanced accreditations highly desired in addition to the CFA.Minimum of fifteen (15) years of direct experience in the industry or related industries requiredMinimum of five (5) years’ experience in leading teams requiredPrior experience as CIO is highly desired.Expert knowledge of investment strategies, investment solutions, private markets, and the wealth management industry requiredDemonstrated ability for business developmentExceptional written and verbal communication skills and presentation abilitiesAbility to travel up to 25%KEY COMPETENCIES:Business DevelopmentLeadershipStrategic PlanningThought LeadershipInvestment Product ExpertiseEssential FunctionsSitting for extended periods of time.Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.Ability to converse and exchange information with all levels of staff within organization.Ability to observe, perceive, identify, and translate dataAbility to travel via air, rail, automobile and/or pany ProfilePlease click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here .At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr

Created: 2025-09-17