At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.
Our Modern Flexible Workplace:
We believe in a Modern Flexible Workplace and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.
It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
The Chief Investment Officer (CIO) will oversee FNBOs investment strategy portfolio management and investment teams ensuring alignment with the banks long-term vision. The CIO will lead investment operations drive asset allocation decisions oversee risk management and provide strategic direction for the investment platforms across wealth management.
This executive leader will drive the wealth management businesss long-term growth by delivering superior investment performance optimizing risk-adjusted returns and developing innovative client solutions. The ideal candidate will ensure strict adherence to regulatory requirements and FNBOs governance framework while fostering a culture of excellence and strategic vision.
About This Role:
Investment Strategy & Leadership
- Develop and execute FNBOs investment strategy balancing risk and return objectives to maximize portfolio performance.
- Oversee asset allocation investment risk management and research initiatives to ensure best-in-class investment practices.
- Lead investment committees including Asset Allocation Mutual Fund Investment Committees and participate in additional committees as appropriate.
- Provide investment guidance to institutional high-net-worth and individual clients.
- Monitor macroeconomic trends and market cycles to adjust FNBOs investment policies proactively.
Portfolio & Risk Management
- Ensure robust risk management frameworks are in place aligning investment strategies with FNBOs financial stability.
- Collaborate with key partners to identify trends and implement data driven mitigation strategies.
- Establish and track performance metrics financial modeling and reporting to drive informed decision-making.
Leadership & People Management
- Lead a high-performing investment team fostering a culture of accountability innovation and strategic thinking.
- Attract develop and retain top investment talent while ensuring strong succession planning.
- Set clear performance expectations provide ongoing feedback and drive a results-oriented investment culture.
- Serve as a visionary leader and strategic collaborator cultivating cross functional partnerships
Client & Community Engagement
- Act as FNBOs public-facing investment expert providing thought leadership through market insights media commentary and client presentations.
- Represent FNBO at industry events client meetings and community forums to strengthen relationships and drive business growth.
- Develop strategic partnerships with institutional investors financial institutions and asset managers to enhance FNBOs investment offerings.
Governance & Compliance
- Ensure all investment policies align with regulatory and fiduciary requirements including OCC SEC and other governing bodies.
- Lead investment policy development and oversee adherence to FNBOs corporate governance and compliance frameworks.
- Work cross-functionally with legal compliance and risk teams to uphold FNBOs integrity and regulatory commitments.
The Ideal Candidate for This Role:
Qualifications & Experience
- Bachelors degree in Business Administration Finance Economics or a related field (MBA preferred).
- CFA (Chartered Financial Analyst) designation required.
- 20 years of experience in investment management including 10 years in a leadership role.
- Extensive expertise in portfolio management asset allocation and investment risk.
- Strong business acumen communication skills and executive leadership experience.
- Proven track record in developing and executing high-impact investment strategies.
Compensation and Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance we offer benefits to match your needs:
Medical Dental Vision Insurance
401k With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: obtain compensation and benefit information related to this specific role e-mail FNBO at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.
Job number: R-
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued recognized and empowered to be their authentic selvesno matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download EEO is The Law Self-Print Poster
Click here to download EEO is The Law Supplement for Federal Contractors
Click here to download EEO is The Law GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.