Co-Chief Investment Officer
Tampa, Florida, United States, 33607
Experience: Executive Management (SVP, VP, Department Head, etc)
Education: Bachelor's Degree
Category: Accounting / Finance / Insurance
Industry: Financial / Financial Services
Reference ID: NB/COCIOFL
Date Posted: 04/01/2024
Shortcut: http://westport-one.jobs.mrinetwork.com/Ib1Sim
Co-Chief Investment Officer
Our client is looking for a strong senior investment professional that is experienced with managing and building out several investment platforms that would include SMAs, UMAs, and other investment vehicles that provide a full array of options for HNW individuals and families as well as family office clients.
They are looking to grow and expand their offerings to clients that need it. They need someone to build out this new platform, designed to support HNW clients and family office clients. You will need to develop and execute the investment strategies, lead the implementation by providing guidance and direction across all investment teams that are servicing clients. You will collaborate with each team to ensure this implementation goes smoothly that will benefit the clients. They need someone who will conduct thorough due diligence on all potential opportunities before proposal, monitor investment performance, make recommendations, and remain compliant. You will serve as a back up to the CIO as needed.
This is a salaried position plus bonus along with other unique benefits. They do require a minimum of a Bachelor's Degree along with an industry related certification such as the CFA, CAIA, CIMA, CFP, or JD level of education. No FINRA licensing needed.
Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/COCIOFL in the subject line.
- NO CALLS PLEASE
-
Trust Officer
Cheyenne, Wyoming, United States, 82001
Trust Officer Our client is looking for a traditional trust officer that can administer trusts, settle estates, while providing a high level of service to their clients who works well with others including advisors, attorney's, and CPA's. They are look...
Date Posted: 03/22/2024 Recommended
-
Senior Wealth Advisor
Tampa, Florida, United States, 33607
Senior Wealth Advisor Our client is looking for a senior wealth advisor that would solely focus on business development in the Tampa market. They need a seasoned advisor to leverage their own internal & external network as well as leverage the company’...
Date Posted: 04/18/2024 Recommended
-
Director of Sales-Senior Living
Northvale, New Jersey, United States, 07647
West Orange, New Jersey, United States, 07044
Director of Sales-Senior Living Are you looking for a Director of Sales position with a company that actually values you? This is a beautiful Assisted Living/Memory Care community near Northvale. There is a solid community leadership team in place, alo...
Date Posted: 02/09/2024 Recommended
-
Director of Nursing(DON)-Senior Living
Seattle, Washington, United States, 98117
Director of Nursing (DON) - Senior Living Are you looking for a Director of Nursing position where you are truly valued? Do you want to be part of an organization that treats their team members the right way? The company is a certified “Great Places to...
Date Posted: 02/23/2024 Recommended
-
Family Practice Physician-Trade On-Call for Outdoor Adventures in the Wild West
Colorado, United States
Montana, United States
Wyoming, United States
Family Practice Physician -Trade On-Call for Outdoor Adventures in the Wild West Picture no on-call, 4-day weeks / 10-hour days in a close-knit community where you’ll make a lasting impact as a Family Physician, providing comprehensive care to patients...
Date Posted: 02/02/2024 Recommended
-
Director of Nursing(DON)-Senior Living
Austin, Texas, United States, 78735
Director of Nursing (DON) - Senior Living Make a Difference, Lead with Passion: Director of Nursing Opportunity Awaits Do you wish you had a Director of Nursing position where your dedication is truly recognized? Where you're not just a number, but a v...
Date Posted: 04/02/2024 Recommended
-
Controller
Wyoming, United States
Controller Seeking a passionate and experienced Controller to join the accounting team in a small rural hospital located in a quaint, southern rural Wyoming town. As Controller, you will be responsible for the overall financial health of the hospital. ...
Date Posted: 03/22/2024 Recommended
-
Director of Sales-Senior Living
Broadview, Washington, United States, 98133
Director of Sales - Senior Living Make a Difference: Director of Sales in a Thriving Senior Living Community in Seattle Are you a passionate sales leader with a heart for serving seniors? Community & Culture: We're seeking a Director of Sales for a bea...
Date Posted: 05/03/2024 Recommended