Strategic Investment Director
1 week ago
About Optimize Wealth Management
At Optimize Wealth Management, our commitment to delivering personalized financial solutions and exceeding client expectations is at the heart of everything we do.
Chief Investment Officer Role
As a key member of our executive team, the Chief Investment Officer will be responsible for driving our investment strategy and ensuring that client portfolios align with their financial goals. This is a full-time on-site role that requires a seasoned leader with a proven track record of managing high-performing portfolios and providing strategic leadership to our investment team.
Key Responsibilities
- Develop and communicate investment strategy and performance to clients, advisors, and wealth planners.
- Contribute to business strategy and manage the investment team.
- Supervise the investment process and establish processes to ensure investment policies are followed.
- Make decisions on asset allocation, security selection, and risk management across portfolios.
- Maintain relationships with key institutional partners and provide thought leadership on investment opportunities and market outlooks.
Requirements
- Bachelor's degree in Finance, Economics, or a related field (MBA or CFA preferred).
- Minimum 10 years of investment management experience, with at least 5 years in a leadership role.
- Strong knowledge of asset management, financial markets, and investment strategies across asset classes.
- Proven track record of managing high-performing portfolios with consistent returns.
- In-depth understanding of risk management and regulatory frameworks.
- Strong leadership and communication skills, with the ability to convey complex ideas to both clients and internal teams.
- Excellent analytical and problem-solving skills, with a forward-thinking mindset.
- Ability to make data-driven decisions and adapt strategies in dynamic market environments.
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