Description
We are seeking an exceptional Chief Investment Officer to define and own GoalVest's investment process end-to-end as the firm scales toward and beyond $1B in AUM. This is a newly created seat reporting directly to firm leadership. The CIO will own GoalVest's investment philosophy and portfolio construction, lead manager and security selection across public and private markets, and serve as a senior investment voice to both the partner RIAs for whom we act as outsourced CIO and the high-net-worth families we serve directly. Over time, the CIO will lead and mentor the broader investment team — research analysts, portfolio specialists, and operational support — and elevate the firm's collective investment fluency.
The ideal candidate combines institutional investment expertise with the entrepreneurial drive to build a function from a small base, the consultative presence to win and retain advisors and HNW clients, and the intellectual honesty to update on evidence and build consensus across a collaborative team.
- Own GoalVest's investment philosophy, asset allocation framework, and model portfolio construction across risk profiles and client segments
- Lead manager and security selection across public and private markets, including alternatives where appropriate, working with the rest of the investments team for consensus on portfolio buildout
- Refine the investment policy framework, rebalancing discipline, and risk management practices
- Oversee effectiveness of execution, performance reporting, attribution, and continuous improvement of the investment process Client-Facing & Business Development
- Serve as GoalVest's senior investment voice across two distinct audiences: partner RIAs for whom we act as outsourced CIO, and HNW/UHNW families we serve directly
- Lead investment dialogue with partner-RIA principals, advisors, and their end clients - translating institutional-caliber thinking into language that helps advisors win and retain business Drive new OCIO relationships by representing GoalVest's platform to RIA prospects, centers of influence, and intermediaries
- Contribute to firm growth by establishing GoalVest as a credible investment authority across the RIA ecosystem and HNW community
- Lead and mentor the investment team over time - research analysts, portfolio specialists, and operational support - aligned to firm growth
- Establish research processes, investment committee governance, and decision-making cadence
- Mentor advisors on investment topics and elevate the firm's collective investment fluency Thought Leadership & External Voice
- Author market commentary, white papers, and client-facing investment communications
- Represent GoalVest in media, on panels, and at industry events
- Build a public investment brand that reinforces the firm's positioning and attracts both clients and talent
Requirements
Bachelor's degree
CFA charter holder, advanced degree (MBA, MS Finance), or equivalent demonstrated rigor
10+ years of investment experience, including meaningful time in portfolio management, asset allocation, or multi-asset strategy at a wealth manager, family office, RIA, asset manager, or institutional investor
Strong fluency across public markets (equities, fixed income) and working knowledge across the full alternatives spectrum (private equity, private credit, hedge funds, real assets)
A demonstrated investment track record you can speak to with depth and intellectual honesty
Excellent written and verbal communication — comfortable presenting to fellow advisors and sophisticated HNW/UHNW clients
Series 65 or 66 (or willingness to obtain promptly); additional licenses a plus
Experience at a growth-stage RIA, OCIO platform, or wealth advisory firm scaling through $1B+ AUM
Prior OCIO or sub-advisory experience serving other RIAs or institutional clients
Background building or significantly enhancing an investment function from a small base
Tax-aware portfolio management experience (direct indexing, tax-loss harvesting, asset location)
