Chief Investment Officer Job at CFA Institute, Omaha, NE

L2ZJSGNsZ3NlaUt3Ly90cytsSzR5ZWt6RGc9PQ==
  • CFA Institute
  • Omaha, NE

Job Description

Chief Investment Officer

Job Summary

The Chief Investment Officer for Harrison Financial Services has broad oversight for the investment discipline of the firm. This critical role has responsibility for setting and implementing the investment strategy for the business and works closely with our advisors and cross‑functional planning teams to ensure the investment objectives for our clients are met, while ensuring all regulatory and compliance protocols are followed. The CIO is responsible for engaging in external thought leadership to elevate and represent Harrison Financial Services’ capabilities. This role also leads the investment practice for the firm including research and developing product strategy to support the vision of the firm. The CIO has oversight of the capital and expense budgets pertaining to Harrison Financial Services investment practice.

General Responsibilities

  • Provide comprehensive investment solutions and services for all Harrison Financial Services clients including multi‑family office prospects, and ultra‑high net worth individuals/families.
  • Collaborate with lead advisors and planning teams.
  • Own investment policy development with a particular focus on portfolio design and implementation.
  • Maintain a framework for identifying product gaps/needs, assessing solution alternatives, projecting estimates of utilization and monitoring/measuring results.
  • Engage in client and prospect presentations.
  • Maintain a current awareness of new investment strategies and instruments through regular engagement with product and portfolio research.

Role Requirements

  • Extensive experience in leading through influence, negotiations, and holistic wealth management.
  • Knowledge of investment terminology, characteristics of various marketplaces, laws, and regulations.
  • Leadership and organizational skills required to set goals for the investment practice, to determine the resources needed to execute those goals.
  • Advanced communications skills, including navigating media opportunities.
#J-18808-Ljbffr

Job Tags

Work at office

Similar Jobs

Hays

Construction Project Manager - Retail Job at Hays

A leading GC operating in the QSR sector are looking to hire a PM to support their pipeline of fast-paced, high-quality commercial projects. Key clients include: , , , . This position has come about due to an increase in workload, you will be joining one...

The Dorne Region

Entry-Level Client Benefits Coordinator - No Experience Required (Coral Gables) | $85,000-$125,000 Job at The Dorne Region

 ...opportunities. We specialize in bringing on individuals without prior industry experience. You will receive structured training, mentorship,...  ...opportunity This is a demanding and elite opportunity designed for individuals who want their work ethic to directly impact... 

EDS Air Coinditioning and Plumbing

HVAC Maintenance Technician Job at EDS Air Coinditioning and Plumbing

HVAC Maintenance Technician (Preventative Maintenance Technician) Location: Palm Beach County, FL Company: EDS Air Conditioning & Plumbing About EDS EDS Air Conditioning & Plumbing is a top-tier mechanical contractor serving Palm Beach Countys residential and... 

EDS Air Coinditioning and Plumbing

Pipe fitter Job at EDS Air Coinditioning and Plumbing

Pipe Fitter (HVAC Mechanical Installer) Location: Palm Beach County, FL Company: EDS Air Conditioning & Plumbing About EDS EDS Air Conditioning & Plumbing is a top-tier mechanical contractor serving Palm Beach Countys residential and commercial markets , including...

The Mice Groups, Inc.

Process Technician Job at The Mice Groups, Inc.

 ...Process Technician / 2-year W2-only Contract / Swing or Night Shift / Onsite in Fremont, CA. Responsibilities: Maintain 300mm Wafer tool processing in a safe, orderly and efficient manner in Class 10 cleanroom environment. Operations of process tools and metrology...