Chief Investment Officer (CIO)
Confidential
Chief Investment Officer (CIO)
About the Company
Reputable wealth management firm with a national presence
Industry
Management Consulting
Type
Privately Held
Founded
2001
Employees
51-200
Categories
- Consulting & Professional Services
- Financial Services
- B2B
- Enterprise
Specialties
- financial planning
- insurance services
- retirement planning
- investment management
- wealth transfer
- retirement plan services
- business succession planning
- tax-wise investing
- and wealth management
About the Role
The Company is seeking a Chief Investment Officer (CIO) to join its executive team and lead the Asset Management Group. The CIO will be responsible for executing the firm's investment philosophy and process, managing the trading platform, and serving as the senior-most voice on all investment-related matters. This includes asset allocation, manager and strategy selection, portfolio construction, and capital markets research. The successful candidate will also be tasked with ensuring investment and operational consistency across all client portfolios, chairing the Investment Committee, and maintaining relationships with custodians, asset managers, and research providers. The role demands a strong leader with a deep understanding of both public markets and alternatives, and the ability to mentor and support the investment team. Applicants for the CIO position at the company should have a minimum of 15 years' of progressive investment experience, with a focus on senior portfolio management, asset allocation, or manager research. A CFA charter is required, and a CAIA or advanced degree (MBA) is a plus. The ideal candidate will have a proven track record in building or leading an investment committee and a strong background in institutional-level due diligence and negotiation. Experience in trading desk operations and portfolio management technology decisions at an enterprise level is essential. The CIO will be expected to be a strong communicator, capable of engaging with a range of stakeholders, and to work closely with the executive leadership on firm strategy.
Hiring Manager Title
Chief Executive Officer
Functions
- Finance
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Chief Investment Officer (CIO) in Erie, PA vacancy
$50k - $80k
...to coordinate outreach strategies. Track activity and report progress toward established objectives. Maintain compliance with office and regulatory procedures. Qualifications Strong communication and relationship-building skills. Detail-oriented and...SuggestedFor contractorsWork at officeRelocation packageFlexible hoursState Farm
Erie, PA5 days ago- ...Candidate must have ability to summarize complicated financial data in a simple and concise way. Must have proficiency with MS Office, specifically advanced usage in excel. Strong communication and presentation skills, including ability to formalize and present...SuggestedPermanent employmentRemote work
KYOCERA AVX Greenville LLC
Erie, PA1 day ago - DescriptionJenny Bour with Robert Half is working with a growing law firm that is looking for an accomplished Chief Operating Officer to lead business operations for a services environment in Erie, Pennsylvania. This COO role oversees core administrative functions, strengthens...SuggestedWork at officeImmediate startWeekend workAfternoon shift
- Managing Partner (General Manager) At Texas Roadhouse, we are a people-first company that just happens to serve steaks. Legendary Food and Legendary Service is who we are. We're about loving what you're doing today and preparing you for what you'll be doing tomorrow...SuggestedHourly payTemporary workFlexible hours
Texas Roadhouse
Erie, PA10 hours ago - ...operational leaders and teams capable of running the business independently and sustaining growth. Oversee capacity planning, capital investments, and profitability improvement initiatives. Ensure compliance with ISO 9001, AS9100, ISO 13485, and ITAR requirements. Build and...SuggestedContract work
The Armstrong Group
Erie, PA3 days ago - Group Objectives The leadership board assists with the completion of launch steps 8-10 and operation of the live program by: Providing input and direction to the program director as he/she manages the day-to-day operations of the program Assisting with the...Local area
LifeWise Academy
Erie, PA2 days ago - ...Chief Operating Officer (COO) About the Company A growing law firm in Erie, Pennsylvania. Industry Law Practice Type Partnership About the Role The Company is seeking a Chief Operating Officer (COO) to lead its business operations in a services environment...
- Role : P&C Billing Business Analyst Location: Erie, PA (16530) Onsite Summary - Production Support (initial focus) clean up and new incident handling, Jira/Service Now ticket management, and reconciliation correction coordination. - Analyze ...
Hallmark Global Solutions Ltd
Erie, PA5 days ago $65 - $100 per hour
Position : USA_Scrum Master Location: Erie, PA (Onsite) Duration: 8 months Client : TCS Visa Restrictions: None Sub Vending: Yes Pay Rate: $50-$85/hr on C2C Bill Rate: $65-100 Skills: Category Name Required Importance Experience...Intellisoft Technologies
Erie, PA5 days ago$91.1k - $129.8k
Job DescriptionWho will you be working with?Trip Optimizer is an Energy Management system that is designed to optimize and automate the operation of trains by creating the most fuel-efficient plan that respects the time and train handling constraints of the customer. In...Work experience placementWorldwide$27 - $41 per hour
...or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing... ...by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM...Work at officeLocal areaMonday to FridayIntuit
Erie, PA10 hours ago$55k
...and support departments across the District with financial and accounting-related tasks. Salary: $55,000 Reports to: Chief Financial Officer Education: Bachelor's degree in Accounting, Finance, or a related field. Minimum of 24 years of experience in accounting...Work at officeErie's Public Schools
Erie, PA1 day ago- ...people. Our people are behind the strength of our success, and we invest and support you in: Life with rewards, benefits and the... ...1/2026, 05:00 AM Locations USA PA Warrendale Pittsburgh Dist Office Employment Category Full-time regular Relocation Package No...Full timeContract workFor contractorsWork experience placementWork at officeLocal areaRelocationRelocation packageAfternoon shift
- ...customer information Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency...Work experience placementWork at office
Northwest Bank
Erie, PA2 days ago - ...valued and have an opportunity to contribute to the company’s success. As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Erie, PA.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve...Full timeTemporary workPart timeWork experience placementWork at office
- ...grow in the role. This role is in-person at a local H&R Block tax office.Meet with clients to gather information and understand their tax... ..., and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
H&R Block
Erie, PA3 days ago - Replies within 24 hours Benefits: Earned Wage Access Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling...Extra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift work
Jackson Hewitt Tax Service, Inc.
Erie, PA1 day ago - ...environment. · Familiar with SAP or GP preferable, other ERP experience can be substituted. · Excellent skills are required in Microsoft Office (Excel, Word, and PowerPoint). · Demonstrated proficiency and experience in handling large volumes of data. Required education...Work at office
5Elem USA Inc
Erie, PA2 days ago - ...principles and project sequencing ~ Experience with HCSS Heavy Bid preferred ~ Proficiency in Bluebeam Revu and Microsoft Office ~ Strong analytical, organizational, and problem-solving skills ~ Ability to read and interpret plans, specifications, and...For contractorsFor subcontractorWork at office
gpac
Erie, PA2 days ago - ...A strong dedication to teamwork and client service Integrity within the professional environment Proficiency in Microsoft Office applications (e.g., Excel, Word, Outlook) Ability to adapt to work schedule and job requirements, including some travel and hours...InternshipWork at office
Maher Duessel
Erie, PA10 hours ago $79.1k - $112.8k
...within work group What about the physical demands of the job? Ability to work in engineering lab and workshops as well as office environment Ability to stand/walk for 8 hour period Occasionally bend; stoop; and lift and carry up to 50 lbs. (less than 2 hours...Full timeWork experience placementWork at officeWorldwideRelocation packageWabtec
Erie, PA28 days ago$25 per hour
Job Description Job Description Are you passionate about automobiles and looking for an exciting part-time opportunity that gives you the freedom to set your own schedule? Kelly is seeking dedicated Field Auditors to join our dynamic team at an automotive finance company...Hourly payTemporary workPart timeLocal areaFlexible hoursKelly Services
Erie, PA24 days ago- ...personalized service of a regional accounting firm while providing the technical and regulatory knowledge of a national accounting firm. With offices in Pittsburgh, Butler, Harrisburg, State College, Erie, and Lancaster, we have the largest staff dedicated solely to governmental,...Internship
Maher Duessel
Erie, PA10 hours ago $159.43k
...part in shaping your career journey. Where your co-workers are invested in you and your success. Where you are encouraged and supported... ...Construction Oversight Specialists (COS), Engineers, and Contracting Officers to ensure consistency and alignment between cost estimates,...For contractorsWork experience placementH1bImmediate startFlexible hoursCDM Smith
Erie, PA10 hours ago$19.23 - $28.37 per hour
...of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients... ...driver's license required. Work Location Category ~ Office-Based COMPENSATION AND BENEFITS This position is eligible...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shiftKey Bank
Erie, PA1 day ago- ...Responsibilities: Developing comprehensive, fee-based personal financial plans for individuals and families. Providing various investment advisory services including proposal development, asset allocation modeling, etc. Some trading and rebalancing of client...
Spartan Placements LLC
Erie, PA3 days ago - About the Company: Operating as the region’s largest mechanical contractor, and serving customers in a wide range of industries, including education, chemical, food & beverage, health care, water & wastewater treatment, oil & gas, paper, power and transportation. This...For contractorsWork experience placementFor subcontractor
Kimmel and Associates
Erie, PA1 day ago - ...projects/buildings ~ Proficiency with reading architectural and structural drawings, bid documents ~ Proficiency with Microsoft Office ~ Experience with AutoCAD or Revit preferred Benefits: ~401(k) ~401(k) matching ~ Dental insurance ~ Flexible...Hourly payFull timeFor contractorsFor subcontractorWork at officeFlexible hours
Kane Innovations
Erie, PA2 days ago - Job Description Job Description Benefits: Earned Wage Access Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax ...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
Jackson Hewitt - FOQ
Erie, PA10 days ago - ...product and credit trainingEnsure compliance with Northwest’s policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Investment Officer (CIO). Be the first to apply!
