Director of Investments

CFA Institute; Beachwood (OH); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

CM Wealth, a leading multi-family office serving ultra-high-net-worth families across the United States, seeks a Director of Investments. This senior role combines client advisory responsibilities with investment research, due diligence, and portfolio strategy to influence firmwide decisions.

You will lead client conversations, manage complex portfolios, and contribute to investment committees while collaborating with family advisors and internal teams in an employee-owned environment.

Qualifikationen

• Bachelor's degree in finance, economics, business, or related field required.
• Eight or more years of relevant investment or wealth management experience.
• Demonstrated expertise in investment research, manager due diligence, asset allocation, and portfolio construction.
• Proven ability to build trusted relationships with ultra-high-net-worth families and their advisors.
• Strong investment judgment, communication skills, and professional presence.
• CFA charterholder desirable

Aufgaben

• Serve as a trusted advisor and primary investment relationship manager for select client families.
• Lead portfolio reviews, investment discussions, and strategic planning conversations.
• Develop thorough understanding of each family's objectives, liquidity needs, tax considerations, risk tolerance, and long-term priorities.
• Coordinate with family members and their professional advisors to support informed decision-making.
• Conduct research and due diligence across public and private markets.
• Evaluate investment managers, funds, and investment opportunities.
• Develop recommendations regarding manager selection, asset allocation, and portfolio construction.
• Monitor portfolio exposures and investment managers and communicate recommendations to colleagues and clients.
• Contribute actively to investment committee discussions and decisions.
• Support business development and prospective client relationships.
• Contribute to client communications, market commentary, and investment thought leadership.
• Collaborate across the firm to enhance investment processes and client outcomes.
• Represent CM with clients, advisors, and investment managers.

Kenntnisse

Investment research

Due diligence

Asset allocation

Portfolio construction

Relationship management

Trusted advisor mindset

Communication

Ausbildung

Bachelor's degree in finance, economics, business, or a related field

Jobbeschreibung

Director of Investments

About CM Wealth

Founded in 1983 as a single-family office, CM Wealth has evolved into a leading multi-family office serving a select group of ultra-high-net-worth families throughout the United States. CM is 100% employee-owned, with 13 employee owners.

CM provides objective advice and customized solutions across investment management, estate and wealth transfer planning, tax planning, family services, philanthropy, and risk management. The firm manages more than $2.4 billion in assets and employs a manager-of-managers approach to public markets alongside a long-established private capital program that has committed more than $800 million to private equity and venture capital.

Position Summary

The Director of Investments is a senior investment professional and trusted advisor in a partner-track role. Reporting to the Chief Investment Officer, the position combines client relationship management and investment research.

The Director serves as a primary investment contact for select client families, providing thoughtful advice, leading portfolio discussions, and helping clients navigate complex investment decisions within the context of their broader financial objectives. The role also includes investment research, manager due diligence, portfolio strategy, and active participation on the firm's investment committees.

This is an opportunity to work directly with sophisticated families, influence firmwide investment decisions, and contribute to the long-term growth and leadership of an employee-owned organization.

Key Responsibilities

Client Advisory

• Serve as a trusted advisor and primary investment relationship manager for select client families.
• Lead portfolio reviews, investment discussions, and strategic planning conversations.
• Develop a thorough understanding of each family's objectives, liquidity needs, tax considerations, risk tolerance, and long-term priorities.
• Coordinate with family members and their professional advisors to support informed decision-making.

Investment Research and Portfolio Strategy

• Conduct research and due diligence across public and private markets.
• Evaluate investment managers, funds, and investment opportunities.
• Develop recommendations regarding manager selection, asset allocation, and portfolio construction.
• Monitor portfolio exposures and investment managers and communicate recommendations to colleagues and clients.
• Contribute actively to investment committee discussions and decisions.

Firm Leadership

• Support business development and prospective client relationships.
• Contribute to client communications, market commentary, and investment thought leadership.
• Collaborate across the firm to enhance investment processes and client outcomes.
• Represent CM with clients, advisors, and investment managers.

Qualifications

• Bachelor's degree in finance, economics, business, or a related field.
• Eight or more years of relevant investment or wealth management experience.
• Demonstrated expertise in investment research, manager due diligence, asset allocation, and portfolio construction.
• Proven ability to build trusted relationships with ultra-high-net-worth families and their advisors.
• Strong investment judgment, communication skills, and professional presence.
• CFA charterholder desirable

Core Competencies

• Trusted advisor mindset
• Investment judgment and analytical rigor
• Relationship management
• Strategic thinking and problem solving
• Communication and influence
• Collaboration and leadership

Contact: Cindy Resch, Sr. Investment Specialist & Partner, [e-mail]