Deputy Chief Investment Officer

Job description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. The Deputy Chief Investment Officer (Deputy CIO) plays a critical leadership role within the investment team of an organization, supporting the Chief Investment Officer in managing and overseeing the company’s investment strategies, portfolios, and operations. The Deputy CIO will ensure the effective execution of investment policies, fosters innovation, and provides strategic direction to achieve Choreo’s financial objectives, including internal and external messaging to advisors and clients. The Deputy CIO will report to the Chief Investment Officer and may act as their delegate in their absence. This role collaborates closely with the investment team and senior management. Primary Responsibilities: - Assist the CIO in developing and implementing the organization’s investment vision, strategy, and policies. - Overs...