Chief Investment Officer

HBKS Wealth Advisors · Warrendale, PA · 2 mo ago

Finance$8/hrFull-time

Position Summary

The Chief Investment Officer (CIO) is a member of the firm's executive team and leads the firm’s Asset Management Group. Key responsibilities include executing the firm’s investment philosophy and process, managing the trading platform across a multi-office enterprise, and serving as the senior-most voice on asset allocation, manager/strategy selection, portfolio construction, alternatives, and capital markets research.

Investment Strategy & Process

Own and evolve the firm's strategic and tactical asset allocation frameworks
Chair the Investment Committee; set agenda, drive debate, and document rationale for all changes to house views and model portfolios
Oversee manager, fund, and strategy due diligence, selection, and ongoing monitoring (active, passive, alternatives, SMAs)
Maintain and refine model portfolios across risk tiers, tax situations, and client segments
Standardize investment implementation across all 12 offices, including model adherence monitoring, override/exception tracking by office and advisor, and consistent client experience firm-wide
Build a regional liaison structure (or equivalent) to ensure office-level advisor input reaches central research and IC decision-making without fragmenting the platform

Research & Communication

Produce and present capital markets commentary for clients, and advisors
Translate macro and market research into actionable, defensible portfolio positioning
Serve as the firm's credible investment voice in client-facing settings, media, and advisor training

Platform & Governance

Build and maintain relationships with custodians, asset managers, and research providers
Ensure investment processes meet fiduciary standards
Work with Compliance on suitability, disclosure, and best-execution matters tied to investment decisions

Alternatives Platform

Oversee the firm's alternatives platform, including hedge fund and private equity solutions — sourcing, due diligence, structuring, and ongoing monitoring
Set criteria for alternatives allocation within client portfolios, balancing liquidity, fee, and suitability considerations
Formalize an institutional-grade due diligence process, including documented IC memo standards and a clear split between operational due diligence (ODD) and investment due diligence (IDD)
Lead negotiation of institutional terms where applicable (share classes, side letters, co-investment access) given the firm's scale
Own a manager research coverage model that specifies strategy/fund coverage breadth and review cadence across the platform

Trading & Operations Management (Asset Management Group)

Lead the Asset Management Group (AMG) through direct reports, setting hiring plans, staffing structure, and performance standards for the broader trading and research team rather than managing individual staff directly
Own enterprise-level operational infrastructure, including the management of the order management system / portfolio management system and rebalancing tools (Orion/Eclipse)
Set and manage the AMG budget, including staffing, technology spend, and market data/research subscriptions
Own and manage the AMG budget, including staffing, technology spend, and market data/research subscriptions
Serve as the primary escalation point for firm-wide trading and operational issues within AMG, including cross-office workflow breakdowns and vendor/custodian escalations
Partner with the CCO/Compliance function on firm-wide investment risk and regulatory matters

Advisor & Business Development Support

Support advisor teams' new business efforts through investment analytics and proposal generation, including portfolio analysis, competitive comparisons, and pitch-ready materials for prospects
Define and maintain the AMG organization structure, including function head roles (Trading, Research, Alternatives), succession planning for the investment function, and bench depth across offices
Mentor advisors and function heads on portfolio construction and client investment conversations
Partner with executive leadership and the Executive Committee on firm strategy, including how investment platform decisions affect growth, M&A integration, or succession planning

Qualifications

15+ years of progressive investment experience, including senior portfolio management, asset allocation, or manager research at a multi-billion-dollar RIA, private bank, or asset management firm
Prior experience managing an investment function through direct reports/function heads, not solely through individual contributor work
CFA charter holder required; CAIA or advanced degree (MBA) a plus
Demonstrated track record building or leading an investment committee/process across a multi-office or multi-entity platform
Deep knowledge of both public markets and alternatives (private equity, private credit, hedge funds, real assets), including institutional-level due diligence and negotiation experience
Experience owning trading desk operations and portfolio management technology decisions at an enterprise level
Strong communicator — comfortable in front of HNW/UHNW clients, advisors, institutional stakeholders, and a firm's Executive Committee/board

Benefits

Competitive Executive Level Base Salary + Bonuses
Open Paid-time-off policy
Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
10.5 Paid holidays
Annual Performance Reviews
And Much More…
Please See The Below Link For Benefit Details
[HBKS Benefits](#)