Senior Investment Oversight Associate

National Christian Foundation; Seattle (WA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

National Christian Foundation is seeking a Senior Investment Oversight Associate to govern and advance its RIA-managed investment platform, including SMAs. The role ensures integrity, compliance, and effectiveness of externally managed portfolios while delivering a best-in-class experience for financial advisors and internal stakeholders.

Based in Alpharetta, GA with a hybrid schedule, this position reports to the Director of Investment Operations and leads a team focused on safeguarding

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field preferred
• 5–7 years’ experience in investment management/wealth management
• Experience overseeing advisor-managed portfolios or RIAs
• Experience with SMAs and alternative investments

Responsibilities

• Coordinates review and approval of all RIA managed investment strategies to align with policy, donor intent, and objectives
• Evaluates and approves SMA portfolio constructions and alternative investment allocations
• Reviews SMA recommendations from RIAs and serves as escalation point for complex strategies
• Partners with RIAs and Relationship Managers to resolve issues before portfolio implementation
• Ensures portfolios adhere to investment policies and documentation standards
• Leads ongoing monitoring and reviews of strategies, holdings, and performance against benchmarks
• Supports advisor experience with clear, responsive, consistent communications
• Stays current on industry trends, regulatory developments, and best practices in portfolio oversight
• Identifies and drives operational improvements to enhance efficiency and scalability

Skills

Portfolio governance

Relationship management

RIA oversight

Investment policy

Compliance monitoring

Analytical thinking

Problem solving

Communication

Education

Bachelor's in Finance/Economics/Business

Tools

Microsoft Office

Job description

Headquartered in Alpharetta, Georgia, National Christian Foundation (NCF) is a 501(c)(3) charitable grantmaking ministry that provides creative giving solutions and inspires biblical generosity among Christian families, advisors, and charities. NCF has received more than $33 billion in contributions and made more than $25 billion in giver-recommended grants to 90,000 charities. NCF is an industry leader in accepting gifts of appreciated assets such as stocks, real estate, and business interests, which enable givers to save taxes and maximize charitable gifts. We combine a faith-based approach and like-minded local presence with the support and expertise of a trusted national organization. Learn more at www.ncfgiving.com.

Position Overview

The Senior Investment Oversight Associate plays a critical role in governing and advancing NCF’s RIA-managed investment platform, including Separately Managed Accounts (SMAs). This role is accountable for ensuring the integrity, compliance, and effectiveness of all externally managed portfolios, while delivering a best-in-class experience for financial advisors and internal stakeholders. This role combines deep investment expertise, operational excellence, and relationship management to coordinate portfolio strategy approvals, ongoing investment monitoring, and policy adherence. The Senior Investment Oversight Associate will drive consistency across advisor-managed portfolios, strengthen partnerships with RIAs, and lead a high-performing team responsible for safeguarding NCF’s investment standards.

This position is hybrid based out of our office in Alpharetta, GA.

Reports to

Director, Investment Operations

Management/Supervision

None

Duties & Responsibilities

RIA Portfolio Oversight & Strategy Governance

• Coordinates the review and approval of all RIA managed investment strategies to ensure alignment with NCF investment policies, donor intent, and portfolio objectives (liquidity, time horizon, risk tolerance)
• Evaluates and approves new SMA portfolio constructions and alternative investment allocations
• Reviews and coordinates SMA alternative investment recommendations from RIAs
• Serves as the escalation point for complex or non-standard investment strategies
• Partners with RIAs and NCF Relationship Managers to resolve issues prior to portfolio implementation

Compliance Oversight & Policy Stewardship

• Ensures all RIA-managed portfolios adhere to NCF investment policies, eligibility guidelines, and documentation standards
• Leads ongoing monitoring and periodic reviews of portfolio strategies, investment holdings, and performance against appropriate benchmarks
• Identifies, escalates, and resolves compliance exceptions in partnership with RIAs and internal stakeholders
• Contributes to the evolution of investment policies, governance frameworks, and oversight procedures
• Delivers reporting and insights on portfolio compliance, trends, and risks

Relationship Management & Advisor Engagement

• Builds and maintains strong, trust-based relationships with RIA partners and financial advisor teams
• Acts as a strategic liaison between RIAs, Relationship Managers, and internal teams
• Provides subject matter expertise and guidance on portfolio construction, investment policy, and operational processes
• Supports advisor experience by ensuring clarity, responsiveness, and consistency across interactions

Investment Oversight & Thought Leadership

• Serves as a key internal expert on SMA structures, advisor platforms, and investment vehicles (traditional and alternative)
• Provides guidance across the organization on investment-related matters and complex portfolio scenarios
• Stays current on industry trends, regulatory developments, and best practices in portfolio oversight and wealth management

Process Optimization & Platform Growth

• Serves as a key internal expert on SMA structures, advisor platforms, and investment vehicles (traditional and alternative)
• Provides guidance across the organization on investment-related matters and complex portfolio scenarios
• Identifies and leads initiatives to enhance operational efficiency, scalability, and accuracy across investment oversight processes
• Partners with leadership to implement system enhancements, automation, and workflow improvements
• Supports strategic initiatives to expand and strengthen NCF’s managed investment offering

Other Duties And Responsibilities

• Contributes to strategic planning, audits, and cross-functional initiatives
• Represents the Investments team in organizational projects and continuous improvement efforts
• Assists with projects as assigned

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and have reliable attendance. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Christ Centered

• Profession that Jesus Christ is Lord and Savior and a growing, committed relationship with Jesus Christ
• Dedication to biblical Christianity and a lifestyle that is consistent with the teachings of Jesus and the Bible
• Agreement in, support of, and alignment with NCF’s Statement of Faith, mission, vision, and values
• Demonstrates the values of faithfulness, love, and service

Education

• A Bachelor’s degree in Finance, Economics, Business or other related field is preferred; Equivalent experience in lieu of a degree may be ok

Experience

• A minimum of 5-7 years’ experience in investment management, wealth management, or related financial services
• Demonstrated experience overseeing advisor-managed portfolios or working closely with RIAs
• Experience with complex investment structures, including SMAs and alternative investments

Knowledge Base

• Strong understanding of portfolio construction, investment products (SMAs, mutual funds, ETFs, alternatives), and brokerage operations
• Familiarity with advisor platforms and custodial environments used by RIAs
• Working knowledge of investment compliance, due diligence, and monitoring practices
• Solid financial and accounting acumen, including reconciliation concepts
• Strong analytical, problem-solving, and decision-making skills
• Ability to balance technical expertise with relationship management excellence
• Computer skills: Advanced proficiency in Microsoft Office applications
• Able to learn new systems quickly
• Proven aptitude for “real time” problem diagnosis and solving
• Some working knowledge of charitable, non-profit, foundation, and/or donor related subject matters
• Able to perform duties independently

Competencies

• Exceptional relationship management and communication skills
• Strong organizational and prioritization capabilities
• High attention to detail and commitment to accuracy
• Sound judgment, integrity, and professionalism
• Giver-centered mindset balanced with fiduciary discipline
• Contributes to team effort by accomplishing related results as needed
• Able to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines
• Takes personal initiative, adaptable
• Maintains sensitive and confidential information as well as business, donor and affiliate confidential matters
• Is ethical, tactful, and courteous in dealing with all employees and vendors

We believe that every role at NCF is more than just a job, it's a calling. If you’re passionate about using your gifts to serve others, grow in faith, and make a lasting impact for the Kingdom, we’d love to hear from you. Join us in this mission-driven work and be part of a community that values purpose, compassion, and Christ-centered service.

Applicants should be sure to read more about NCF’s vision, mission, and Statement of Faith at www.ncfgiving.com/why-ncf