Chief Investment Officer
3 weeks ago
Incline Wealth is seeking a seasoned investment professional to lead our expanded investment team. As Chief Investment Officer, you will be responsible for creating tax-efficient strategies with access to public and private markets.
The ideal candidate will have experience as both a wealth manager and investment strategist, with a strong dedication to providing high-level analytical research. You will work closely with our advisor and client community to help them navigate emerging investment trends in both public and private markets.
We are looking for a collaborative leader who can integrate our 33-person team and drive significant value for our clients. If you have a passion for delivering solutions that drive results, we encourage you to apply.
About Incline Wealth
Incline Wealth is a Chicago-based RIA overseeing more than $24 billion for over 7,200 households and almost 100 institutional investors. We are committed to providing technology-enabled wealth management solutions rooted in sound financial and tax planning principles.
Key Responsibilities
- Lead our research and investment team in creating tax-efficient strategies
- Collaborate with our advisor and client community to understand emerging investment trends
- Integrate our 33-person team and drive significant value for our clients
Requirements
- Experience as both a wealth manager and investment strategist
- Strong dedication to providing high-level analytical research
- Collaborative leadership skills
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