- Minimum of 10+ years of experience in a consultative investment role with demonstrated success in managing relationships with and delivering advice to ultra-affluent clients, business leaders and/or large institutional investors.
- Bachelor’s degree required; CFA designation and/or CAIA preferred.
- Investment advisory experience should include all aspects of the investment management process including objective setting, asset allocation and investment policy, strategy, implementation, and on-going monitoring and evaluation
- Possess a deep understanding of complex investment solutions including absolute return strategies, private capital funds, real estate and direct investments
- Experience in managing relationships with sophisticated and demanding individuals and/or fiduciaries with complex needs
- Demonstrated experience in contributing to business development
>>Managing Director of Investments
Location: Denver, CO
We have been retained by a client who is seeking a Managing
Director of Investments for their new regional office in Denver, CO. The firm was co-founded by two prominent
wealth management and investment principals who joined their private family
offices. This is an exceptional early-stage opportunity with an independent
privately-held firm whose executive leadership is among the most recognized in
the industry.
The Managing Director of investments (MDI) will
be an “outsourced” regional CIO for clients.
Candidates must have a successful and visible background in
consultative investment management; ad he or she must have the entrepreneurial
spirit to help build and lead the region.
It is also crucial that the MDI has a background as a consultative
investment advisor managing UHNW or institutional client relationships. The MDI will be part of a highly collaborative
and collegial multidisciplinary regional team that focuses on impeccable client
service delivery. Cultural fit is as
important as investment qualifications and the MDI must practice “confidence,
not arrogance”.
The investment focus of this group is delivering a
client-first, fully transparent and aligned investment model, including
providing alternative investments products and direct private investments for
their clients. The MDI will implement, monitor, and maintain investment
philosophy for an open-architecture environment. This will include the development of the
family investment policy, asset allocation, ongoing performance monitoring and
evaluation, and will have extensive face-to-face interactions with UHNW
clients. The MDI will need experience in
public markets, hedge funds, private capital and direct investments.
Experience and Requirements:
>>MANAGING DIRECTOR, CFO SERVICES
Location: Denver, CO
We
have been retained by a client who is seeking a Managing Director, CFO Services for their new
regional office in Denver, CO. The firm
was co-founded by two prominent wealth management and investment principals who
joined their private family offices. This is an exceptional early-stage opportunity
with an independent privately-held firm whose executive leadership is among the
most recognized in the industry.
The Managing
Director, CFO Services (MDCFOS) will be part of a regional family office team.
The MDCFOS will serve as the clients’ chief family financial officer and manage
client business, family office and personal financial data. He or she will be
responsible for a critical discipline as a member of a dynamic team that offers
a holistic wealth management/family office platform delivery. The MDCFOS will
provide comprehensive financial management and planning services including:
financial oversight, risk management, customized net worth and cash flow
reporting, and tax reporting coordination.
A CPA is
highly recommended and the ideal candidate will have prior accounting and CFO
experience within a family-owned business or a family office, or worked with
clients who fit that profile. The ideal candidate must be able to review income
tax planning and compliance for HNW individuals, trusts, closely-held
businesses, and pass-through entities. He or she should have general knowledge
of estate/gift planning, wealth transfer strategies, and charitable planning
strategies.
The MDCFOS will help grow the UHNW
family office practice in the region by contributing to new client
development. The MDCFOS will be part of a highly collaborative multidisciplinary regional team and participate in a team-based compensation program.
Cultural fit is as important as investment qualifications. The MDCFO will work in a collegial team
environment that focuses on impeccable client service delivery and demonstrate “confidence, not arrogance”.
Minimum Qualifications:
- 15+ years’ experience within family office, family owned business, wealth management/financial planning firm, public accounting firm or other relevant experience working with UHNW clients
- Bachelor’s degree; related Master’s degree preferred; CPA highly preferred; other professional designations recommended (CFP, CFA, JD, etc.).
- Ability to create, analyze and review financial documents, including income statements, balance sheets and tax returns
- Proficiency in general ledger accounting and related software systems; advanced MS Excel skills.
- Experience with an investment portfolio data aggregation and reporting platform preferred.
- Comfortable navigation of the entities typically used for planning purposes, including Partnerships, Trusts, Limited Liability Corporations, C & S Corporations, etc.
- Ability to analyze and provide solutions relative to income, gift and estate tax planning
- Highly developed soft skills necessary to work intimately with families on highly sensitive, complex and confidential matters
Job Keywords:
Accountant,
Accounting,
client engagement,
CO,
CPA,
Denver,
Estate Planning,
Family Office,
Finance,
financial,
HNW,
LLM,
MFO,
Multi-Family Office,
Private Wealth,
Taxes,
Wealth Advisor,
Wealth Planner
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