Chief Investment Platform Officer

JOB TITLE: Chief Investment Platform Officer FLSA Status: Non-Exempt Employment Type: Full-Time Location: OnePoint BFG Wealth Partners Parsippany, NJ At OnePoint BFG Wealth Partners , we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as Chief Investment Platform Officer. Position Overview The Chief Investment Platform Officer is a newly created executive seat responsible for building, scaling, and leading OnePoint BFG's centralized investment platform through a phase of defining growth — from approximately $18B in AUM today toward $30B and ultimately $50B+. The CIPO will architect a disciplined, scalable investment ecosystem grounded in the firm's “house models with thoughtful flexibility” philosophy: a centralized core that delivers consistent fiduciary outcomes while preserving the advisor-led DNA that has made OnePoint BFG a destination of choice for top advisor partners. The Chief Investment Platform Officer will chair the Investment Committee and serve as a key voice on the executive team shaping how OnePoint BFG invests client capital at scale. Organizational Context Reports directly to the CEO; member of the executive leadership team. Six direct functional areas: Investment Committee, Investment Research & Portfolio Design, UMA Platform, Alternatives & Complex Products, Proprietary Strategies, and Centralized Trading. Partners closely with the Chief Investment Officer. The CIO serves as the firm’s lead market strategist and public investment voice, while the CIPO is accountable for investment platform architecture, governance, implementation, advisor adoption, and portfolio delivery at scale. Strategic Mandate Year One Modernize the investment platform for OnePoint at scale: assess current state across all six areas, identify gaps, define governance, and publish a multi-year investment platform roadmap. Codify the “centralization with flexibility” framework: define what is house, what is flex, and what remains advisor-bespoke — with clear governance for each tier. Charter and rebuild the Investment Committee and sub-committee structure; establish decision rights, documentation standards, and a defensible fiduciary process. Build a working partnership with the Chief Investment Officer; define how house views translate from market narrative into portfolio action. Develop a best-in-class investment offering for advisors and clients that is built for scale — ensuring the right blend of customization and systemization. Lead advisor adoption and change-management efforts required to increase utilization of centralized investment solutions. Strategic Mandates Beyond Year 1 Drive measurable advisor adoption of house models, with clear metrics on percentage of platform AUM held in centralized models versus advisor-bespoke. Expand the alternatives and complex products platform to meet the demands of HNW and UHNW clients — creating a primary differentiator for OnePoint BFG at $30B+. Ensure operation of mature proprietary strategies with appropriate fiduciary guardrails; grow where there is genuine client value, not platform convenience. Achieve best-in-class trading efficiency: execution quality, tax-loss harvesting at scale, and transition management for inbound advisor books. Build a platform capable of absorbing $5B+ in annual inorganic AUM without service or quality degradation. Develop a repeatable framework for integrating acquired firms, advisor teams, investment models, and legacy platforms. Departmental Oversight Investment Committee and Sub-Committees Chairs the IC; establishes charter, cadence, decision rights, and documentation. Stands up appropriate sub-committees with clear scope and accountability. Ensures every committee decision has clear ownership, a rationale of record, and a path to implementation at the desk. Investment Research and Portfolio Design Is the intellectual engine of the platform: capital markets assumptions, strategic and tactical asset allocation, manager due diligence, and model construction. Builds and retains a research team capable of supporting a $50B+ multi-asset platform. Translates research into models that advisors trust and clients can hold through cycles. UMA Platform Ensures the backbone of our centralized model platform properly manages sleeve management, model implementation, rebalancing, and drift management. Drives the technology, workflow, and vendor relationships that make scale possible. Owns the client experience tied to model implementation, including tax overlays, customizations, and restrictions. Alternatives and Complex Products Sources, evaluates, and approves private credit, private equity, real estate, hedge funds, structured notes, interval funds, and other complex vehicles. Owns capacity allocation, suitability framework, and advisor education. A primary growth lever; expect this to be one of the most scrutinized parts of the platform by Advisor Partners and prospective acquisition targets. Ensure alternatives serve a clearly defined portfolio construction purpose with institutional due diligence and fiduciary oversight. Proprietary Strategies Oversees in-house SMAs, direct indexing, tax-managed strategies, and any other strategy where OnePoint BFG is the manager of record. Maintains rigorous fiduciary discipline: proprietary product exists because it serves clients better than open architecture alternatives, not because it serves the firm. Grows where genuine alpha, tax efficiency, or customization justifies it. Centralized Trading Best execution across all account types; FIX connectivity, OMS/EMS architecture. Tax-loss harvesting at scale, cash management, and transition management for acquired books. Trade operations capable of supporting the M&A pipeline. Candidate Profile Experience Ten-plus years of investment leadership, with progressive responsibility culminating in a senior investment role. Experience running an investment platform of $10B+ AUM; ideally has scaled a platform through a comparable growth phase. Deep RIA, multi-family office, or private wealth experience required; pure asset management backgrounds considered only with strong intermediary or advisor-platform exposure. Fluency in alternatives and complex products at HNW and UHNW levels — sourcing, diligence, capacity, and advisor enablement. Track record leading complex multi-disciplinary investment organizations across research, trading, operations, and investment platform functions. Technical CFA required; advanced degree (MBA, MS in Finance, or related) preferred. Deep technical command of portfolio construction, manager research, taxable investing, and operational implementation. Working knowledge of relevant technology stack: portfolio accounting, OMS/EMS, rebalancing, and manager research platforms. Mindset and Fit Naturally a fiduciary by orientation — fits a true RIA culture, not a broker-dealer transplant. Comfortable building the platform rather than inheriting one; energized by white space. Operator's instinct paired with investor's discipline — understands that the best investment thesis is only as good as its implementation across thousands of accounts. Success Metrics Investment performance: model performance versus benchmarks and peer set, after fees and taxes. Advisor adoption: percentage of platform AUM in centralized models, year over year. Alternatives platform: AUM growth, advisor utilization, and breadth of approved menu. Trading efficiency: execution quality scorecards, tax alpha generated, and transition timelines for acquired books. Governance maturity: IC documentation and process audit readiness; CCO sign-off on fiduciary process. Platform adoption: percentage of platform AUM in centralized models and successful integration of acquired firms. Right to Revise This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Equal Employment Opportunity (EEO) Statement OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated. #J-18808-Ljbffr