Chief Investment Officer - Litchfield, Connecticut United States - 21215



JOB DESCRIPTION

Job #: 21215
Title: Chief Investment Officer
Job Location: Litchfield, Connecticut - United States
Employment Type:
Salary: $125,000.00 - $140,000.00 - US Dollars - Yearly
Employer Will Recruit From: Regional
Trust departments, trust companies
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Located in one of the most beautiful residential communities in New England, located west of Hartford, our client seeks a Sr. Investment Officer to lead their investment team and philosophy.

JOB DESCRIPTION

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.

QUALIFICATIONS

As successful candidate for Chief Investment Officer, you will have: 

  • MUST HAVE experience working with trust/fiduciary accounts
  • Management experience, leading an investment team
  • Experience leading an investment team
  • Experience working with high net worth clients
  • New business experience 
  • Bachelor’s degree required
  • Graduate degree, CFA are a plus

Education:
University - Bachelor's Degree/3-4 Year Degree

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