Chief Investment Officer

ABOUT THE ROLE

We are seeking aChief Investment Officerto join the Crewe Advisors team. This role will be based out of our Salt Lake City Utah office. The Investment Team serves as one of Crewes Centers of Excellence providing support to the Wealth Advisory group and in turn the Client.

The CIOhas broad oversightofthe investment discipline. This critical role has responsibility for setting and implementing investment strategy forthe firmto ensure the investmentobjectivesfor the clients are met while ensuring all regulatory and compliance protocols are followed.

RESPONSIBILITIES:

InvestmentStrategic Leadership &Philosophy

• Build platformand investment storywith the client and advisor experience in mind
• Assemblean elite investment team
• Collaborate with Partners to set strategic vision for development of the investment platform of the future
• Empower Wealth Advisors with concise talking points/Crewe investment story/thoughts
• Marketing / Growth

External Thought Leadership

• Mediaengagements (including television print and social media)
• Written thought leadership-papers/research/market commentary
• EngageinselectClient/Prospectmeetings presentations & events
• Present at industry and client forums
• Network in professional communityto help recruit new professionals

InvestmentPlatformDevelopment

• Providecomprehensive investment solutions and services for all Clients
• Identify/source differentiated investment opportunities
• Set strategic asset allocation and recommend proactive tactical moves
• Build relationships with asset managers and investors
• Direct creation of deliverables aligned with investment story/process
• Maintaina current awareness of new investment strategies and instruments through regular engagement with the product and portfolio research area contact with other industry professionals and personal research

InvestmentManagement/ Performance

• Introducenew investment ideas for consideration to Wealth Advisors
• Lead Investment Committee
• Direct trading
• Enhance portfolio performance reporting process/deliverables
• Direct research activities

QUALIFICATIONS

• Advanced degree and/or related industry qualification ()
• Expertisein investment and portfolio management theory accounting and financial principles and investment strategies and instruments
• Advanced communication skills including experience navigating press opportunities e.g. television print and social media arerequired
• Advanced understanding of the regulatory and compliance landscape
• Collaborationwith Board of Managers andacrossCenters of Excellence to ensure alignment ofInvestment Team withfirm growthgoalsandtoimprove efficiency and productivity
• Knowledge of investment terminology characteristics of the various marketplaces laws and regulations governing investments and taxation
• Strong leadership and organizationalmanagementskills

WHO WE ARE

Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families business owners and corporate executives. Our team of seasoned professionals work to achieve our clients long-termobjectivesby addressing all aspects of our clients financial affairs including investment management estate planning tax planning wealth transfersbusiness succession planning and risk management.

Your family is your most important company and as that companys CFO we at Crewe Advisors strive to build deep connections and family bonds with each of our clients. We help you ask the right questions think through life and financial decisions and ultimately achieve the best possible outcomes. We devote ourselves to these meaningful relationships serving as a single point of contact to evaluate align and oversee your wealth from end to end.

Required Experience:

Chief