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>>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:
  • 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
For confidential consideration please forward your resume to jeannie@rmgassociates.com.  Candidates who meet the above criteria may call Buzz Bray for a confidential discussion at 206-402-3401.



>>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
To apply, please submit your resume to jeannie@rmgassociates.com. For more information for qualified candidates, please call Buzz Bray at (206) 402-3401. Inquiries and applications will be held in strict confidence.