Job Description
Job DescriptionCentura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving ultra-high-net-worth individuals/families, is seeking an experienced investment professional to join our Executive Leadership team as the Fractional Chief Information Officer. As the Fractional Chief Information Officer, you will be a key member of our team helping to set strategic initiatives and trailblaze an unmatched culture.This position offers a remarkable opportunity for seasoned investment professionals seeking to elevate their careers in the wealth management and investment industry. The Fractional Chief Investment Officer will play a pivotal role in shaping the firm’s investment strategy and leading the investment team to deliver exceptional service and results. This role requires a visionary leader with deep expertise across various asset classes, including a specialized understanding of syndicated multifamily real estate.Primary Responsibilities:
- Develop and implement the firm’s overall investment philosophy and go-to-market strategy, ensuring alignment with the firm’s goals, client needs, and market opportunities.
- Lead the investment team in the management of investment portfolios, overseeing the research, analysis, portfolio construction, and execution of investment decisions across public and private markets.
- Oversee the management of a diversified investment portfolios, including traditional asset classes (equities, fixed income, cash) and alternative investments such as private equity, private credit, and real assets.
- Serve as the primary leader for all investment due diligence processes, while reinforcing a robust, multi-stage due diligence framework for all current and potential investments
- Lead asset allocation decisions, rebalancing portfolios as needed to capitalize on market opportunities and mitigate risks.
- Monitor market trends, economic indicators, and geopolitical developments to inform strategic and tactical investment choices and risk management practices.
- Communicate investment philosophy, strategies, and performance to clients, stakeholders, and the broader investment community through presentations, reports, and client meetings.
- Collaborate with financial advisors, wealth managers, and other specialists to align comprehensive financial planning strategies with investment management.
- Establish and maintain relationships with key external partners, including fund managers, private market sponsors, custodians, and investment consultants, to enhance the firm’s investment offerings and capabilities.
- Direct and oversee all trading activities for the organization's investment portfolios.
- Establish and implement best execution policies and procedures to ensure trades are executed efficiently.
- Oversee the organization's investment risk management framework.
- Ensure compliance with regulatory requirements and best practices in investment management and fiduciary standards.
- Mentor and develop investment professionals within the firm, fostering a culture of collaboration, innovation, and continuous improvement.
- Represent the firm at industry conferences, seminars, and networking events to enhance visibility and credibility within the wealth management community.
- Other duties as assigned.
Knowledge Skills and Abilities:
- Comprehensive knowledge of advanced investment principles, portfolio management techniques, and financial markets.
- Exceptional analytical skills with the ability to interpret complex financial data and generate actionable investment insights.
- Extensive knowledge of various asset classes, with specialized experience in syndicated multifamily real estate, private equity, private credit and other alternative investments.
- Strong leadership and management abilities, with a proven capacity to inspire and guide teams toward achieving strategic goals.
- Proficiency in financial modeling, data analysis, and investment software, along with advanced skills in Microsoft Excel.
- Excellent verbal and written communication skills, capable of articulating complex investment concepts clearly and persuasively to clients and stakeholders.
- High level of professionalism, integrity, and commitment to maintaining client confidentiality and ethical standards.
- Ability to work collaboratively in a team-oriented environment while demonstrating initiative and independent judgment.
- Strong organizational skills and attention to detail, with the capacity to manage multiple projects and deadlines effectively.
- Willingness to pursue ongoing education and professional development opportunities within the investment management field.
Minimum Qualifications:
- At least 18 years of age.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field; a Master’s degree or MBA is highly preferred.
- 15+ years of experience in investment management, portfolio management, or a related role within the wealth management or financial services industry, with at least 7 years in a senior leadership position.
- Advanced industry certifications such as Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner (CFP), or equivalent are strongly preferred.
- Extensive knowledge of financial markets, investment products (equities, fixed income, alternatives), and portfolio management strategies.
- Proven track record of managing ultra-high-net-worth client portfolios and delivering tailored investment solutions.
- Experience in strategic planning, team leadership, and business development.
- Proficiency in investment analysis software and advanced Microsoft Office Suite skills.
- Exceptional analytical, quantitative, and problem-solving skills with a strong attention to detail.
- Must be able to satisfactorily complete the Centura Wealth Advisory hiring process requirements which include background checks.
Physical Requirements:Essential functions of this job require the following minimal physical demands. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions.
- Required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl.
- Vision and depth perception suitable for use of utilizing a computer, printer, phone, and keyboard.
- Manual dexterity suitable for use of utilizing a computer.
- Sufficient personal mobility and physical reflexes which permit the employee to work in an office setting
- Ability to walk and/or climb 5% of the time comfortably, with or without reasonable accommodation.
- Ability to sit at a computer for 90% of the time comfortably, with or without reasonable accommodation
- Travel up to 10% of the time
- Light to moderate lifting
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
- Must be comfortable working in an office environment to include moderate noise levels.
- The working area is primarily in an open office setting with reasonable lighting and controlled temperatures.
Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary $225 + Incentives + Bonus