Deputy Chief Investment Officer at Choreo

<div class="content-intro"><p>Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients <em>beyond</em> what is expected.</p></div><p><span data-contrast="auto">The Deputy Chief Investment Officer (Deputy CIO) plays a critical leadership role within the investment team of an organization, supporting the Chief Investment Officer in managing and overseeing the company’s investment strategies, portfolios, and operations. The Deputy CIO&nbsp;will ensure the&nbsp;effective execution of investment policies, fosters innovation, and provides strategic direction to achieve&nbsp;Choreo’s&nbsp;financial&nbsp;objectives, including internal and external messaging&nbsp;to advisors and clients.&nbsp;The Deputy CIO&nbsp;will&nbsp;report to the Chief Investment Officer and may act as their delegate in their absence. This role collaborates closely with the investment team&nbsp;and&nbsp;senior management.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p> <p><strong><span data-contrast="auto">Primary Responsibilities:&nbsp;</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="17" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="none"><span data-ccp-parastyle="Normal (Web)">Assist the CIO in developing and implementing the organization’s investment vision, strategy, and policies.</span></span></li> <li data-leveltext="" data-font="Symbol" data-listid="17" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Oversee and </span><span data-ccp-parastyle="Normal (Web)">monitor</span><span data-ccp-parastyle="Normal (Web)">&nbsp;the performance of investment portfolios and solutions, ensuring alignment with the organization’s&nbsp;</span><span data-ccp-parastyle="Normal (Web)">objectives</span><span data-ccp-parastyle="Normal (Web)">. Participate in asset&nbsp;</span><span data-ccp-parastyle="Normal (Web)">allocation</span><span data-ccp-parastyle="Normal (Web)">&nbsp;decisions, rebalancing, and risk management processes.</span></li> <li data-leveltext="" data-font="Symbol" data-listid="17" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Enhance research efforts to </span><span data-ccp-parastyle="Normal (Web)">identify</span><span data-ccp-parastyle="Normal (Web)">&nbsp;new investment opportunities,&nbsp;</span><span data-ccp-parastyle="Normal (Web)">monitor</span><span data-ccp-parastyle="Normal (Web)">&nbsp;market trends, and evaluate macroeconomic factors</span><span data-ccp-parastyle="Normal (Web)">, and&nbsp;</span><span data-ccp-parastyle="Normal (Web)">p</span><span data-ccp-parastyle="Normal (Web)">rovide</span><span data-ccp-parastyle="Normal (Web)">&nbsp;actionable insights for investment decision-making.</span></li> <li data-leveltext="" data-font="Symbol" data-listid="17" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Mentor and supervise investment staff, fostering a culture of collaboration, professional growth, and high performance. Delegate responsibilities and coordinate cross-functional teams as needed.</span></li> <li data-leveltext="" data-font="Symbol" data-listid="17" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Communicate effectively with internal and external stakeholders, including senior management, board members, clients, and partners.</span></li> <li data-leveltext="" data-font="Symbol" data-listid="17" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Ensure adherence to regulatory requirements, company policies, and high ethical standards. </span><span data-ccp-parastyle="Normal (Web)">Identify</span><span data-ccp-parastyle="Normal (Web)">&nbsp;and mitigate potential risks in investment strategies and operations.</span></li> <li data-leveltext="" data-font="Symbol" data-listid="17" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Support the CIO in overseeing day-to-day investment operations.</span></li> <li data-leveltext="" data-font="Symbol" data-listid="17" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Drive initiatives to improve investment processes, systems, and tools. Encourage adoption of new technologies and methodologies to enhance efficiency and performance.<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li> </ul> <p><strong><span data-contrast="auto">Basic Qualifications:</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="none"><span data-ccp-parastyle="Normal (Web)">Bachelor’s degree in Finance</span><span data-ccp-parastyle="Normal (Web)">, Economics, Business Administration, or a related field&nbsp;</span><span data-ccp-parastyle="Normal (Web)">required</span></span></li> <li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Master’s degree or professional certifications (e.g., CFA, CAIA) preferred</span></li> <li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Minimum of 10 years of progressive investment management experience, including leadership roles within institutional or asset management organizations</span></li> <li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Strong analytical, strategic thinking, and decision-making skills</span></li> <li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Excellent communication, interpersonal, and leadership abilities</span></li> <li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Deep understanding of investment markets, asset classes, and risk management techniques</span></li> <li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Strong writing capabilities as well as presentation skills are essential</span></li> <li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Familiarity with investment analytics platforms, financial modeling, and portfolio management software</span></li> <li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-ccp-parastyle="Normal (Web)">Willingness to travel 10-25% of working time for internal and client meetings as well as events</span></li> </ul><div class="content-conclusion"><p><strong><span data-contrast="auto">Employee Benefits</span></strong><span data-ccp-props="{&quot;335551550&quot;:2,&quot;335551620&quot;:2}">&nbsp;</span></p> <p><span data-contrast="auto">At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:</span><span data-ccp-props="{}">&nbsp;</span></p> <ul> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Competitive salary and bonus plan</span><span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Competitive medical, dental, and vision plans</span><span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Basic life and disability coverage</span><span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">401(k) matching program</span><span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Financial support for approved designations and courses</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1">Technical, leadership, sales training opportunities</li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1">Unlimited, discretionary time off</li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1">Paid parental leave<span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> </ul> <p><em><span data-contrast="auto">​​</span></em><em><span data-contrast="none">Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.</span></em><span data-ccp-props="{}">&nbsp;</span></p></div>