Current jobs related to Chief Investment Officer at Incline Wealth - Pensacola, Florida - Incline Wealth

  • Chief Investment Officer

    4 weeks ago

    Pensacola, Florida, United States Incline Wealth Full time

    Lead Investment Team at Incline WealthIncline 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...

  • Chief Investment Officer

    4 weeks ago

    Pensacola, Florida, United States Incline Wealth Full time

    Choreo Names Chief Investment Officer from BDO USAMatthew Gotlin, a seasoned investment professional, has been appointed as the Chief Investment Officer at Choreo, a leading RIA. With over 20 years of experience in wealth management and investment strategy, Gotlin will lead an expanded investment team focused on creating tax-efficient strategies with access...

  • Investment Advisor

    2 weeks ago

    Pensacola, Florida, United States Atria Wealth Solutions Full time

    Job Title: Investment AdvisorAt Atria Wealth Solutions, we are seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in providing financial consulting services to assist members and non-members with identifying their financial goals and objectives.Key Responsibilities:Provide investment industry...

  • Chief Operating Officer

    1 month ago

    Pensacola, Florida, United States Sunchase Companies Full time

    Chief Operating OfficerThe Chief Operating Officer is a key leadership position at Sunchase Companies, responsible for driving the company's daily operations and strategic growth. This role requires a seasoned executive with a proven track record of success in the Real Estate or Construction industry.Key ResponsibilitiesDevelop and implement strategic plans...

  • Chief Financial Officer

    4 weeks ago

    Pensacola, Florida, United States D. Hilton Associates, Inc. Full time

    Job Title: Chief Financial OfficerGulf Winds Credit Union is seeking a highly experienced Chief Financial Officer to join their team. As a key member of the executive leadership team, the CFO will be responsible for driving financial results and shaping the future of the credit union.Key Responsibilities:Develop and implement comprehensive financial...

  • Chief Financial Officer

    2 weeks ago

    Pensacola, Florida, United States Gulf Winds Federal Credit Union Full time

    Job Title: Chief Financial OfficerGulf Winds Federal Credit Union is seeking a highly skilled and experienced Chief Financial Officer to join our team. As a key member of our leadership team, the CFO will be responsible for driving financial results and shaping the long-term future of our organization.Key Responsibilities:Develop and implement financial...

  • Chief Operating Officer

    2 weeks ago

    Pensacola, Florida, United States Sunchase Companies Full time

    About the RoleThe Chief Operating Officer is a senior leadership position responsible for driving the strategic direction and operational excellence of Sunchase Companies. This role will play a critical part in shaping the company's future and contributing to its continued growth.Key ResponsibilitiesDevelop and implement strategic plans to advance the...

  • Chief Financial Officer

    4 weeks ago

    Pensacola, Florida, United States D. Hilton Associates, Inc. Full time

    Chief Financial OfficerGulf Winds Credit Union is seeking a seasoned Chief Financial Officer to drive financial results and shape the future of the organization. As a key member of the executive team, the CFO will be responsible for ensuring the organization's financial stability and providing strategic guidance across accounting, finance, and risk...

  • Chief Financial Officer

    3 weeks ago

    Pensacola, Florida, United States D. Hilton Associates, Inc. Full time

    Chief Financial OfficerGulf Winds Credit Union is seeking a seasoned Chief Financial Officer to drive financial results and shape the future of a high-performing credit union. As a key member of the executive team, the CFO will be responsible for ensuring the organization's short-term and long-term financial stability.Key ResponsibilitiesDevelop and...

  • Chief Operating Officer

    1 week ago

    Pensacola, Florida, United States Sunchase Companies Full time

    Job OverviewSunchase Companies is seeking a seasoned Chief Operating Officer to drive the company's growth and success. As a key member of the executive team, you will be responsible for integrating the company's vision and overseeing the daily operations of the organization.The ideal candidate will have a proven track record of success in a senior-level...

  • Chief Financial Officer

    2 weeks ago

    Pensacola, Florida, United States D. Hilton Associates, Inc. Full time

    Job Title: Chief Financial OfficerGulf Winds Credit Union is seeking an experienced Chief Financial Officer to join their team. This strategic role reports directly to the CEO and is instrumental in driving financial results and shaping the future of a high-performing credit union.Key Responsibilities:Ensure the organization's short-term and long-term...

  • Chief Information Officer

    2 days ago

    Pensacola, Florida, United States Escambia County Full time

    Job SummaryThe Chief Information Officer (CIO) position at Escambia County reports directly to the County Administrator. The CIO will set the County's IT strategy and ensure that all systems necessary to support the County's operations and objectives are in place. This includes designing and customizing technological systems and platforms to improve customer...

  • Chief Financial Officer and Senior Vice President of Accounting

    3 days ago

    Pensacola, Florida, United States Baptist Health Care Full time

    Job SummaryThe Senior Vice President and Chief Financial Officer (CFO) of Baptist Health Care is a key leadership position responsible for advising the President and CEO, Board of Directors, and senior leadership team on all matters related to the organization's financial health.This position is responsible for planning, organizing, and directing financial...

  • Chief Data Officer

    4 weeks ago

    Pensacola, Florida, United States SAIC Full time

    Job Opportunity: Chief Data Officer - Enterprise Data ManagementSAIC is seeking a Chief Data Officer to support the MyNavy HR enterprise CDO and enterprise information management teams. The successful candidate will have experience in data management, data governance, and data security, with a strong understanding of statistical methods and techniques.Key...

  • Chief Financial Officer

    1 month ago

    Pensacola, Florida, United States D. Hilton Associates, Inc. Full time

    Job SummaryAbout the RoleGulf Winds Credit Union is seeking an experienced Chief Financial Officer to join their team. As a strategic leader, the CFO will play a crucial role in driving financial results and shaping the future of the credit union. The ideal candidate will possess a strong background in accounting, finance, and risk management, with a proven...

  • Chief Nursing Officer

    2 weeks ago

    Pensacola, Florida, United States Select Medical Full time

    OverviewSelect Medical is a leading provider of specialized healthcare services, and we are seeking a highly skilled and experienced Chief Nursing Officer to lead our clinical team.The successful candidate will have a strong background in nursing leadership, with a proven track record of improving patient outcomes and enhancing the quality of...

  • Chief Nursing Officer

    3 days ago

    Pensacola, Florida, United States Select Specialty Hospital Full time

    Overview:Select Specialty Hospital is seeking a highly skilled and experienced Clinical Leader to join our team as the Chief Nursing Officer.This is a dynamic and challenging role that requires a strong leader who can collaborate with our CEO and Human Resources leader to tackle problems and enhance both the employee and patient...

  • Chief Inspector

    1 month ago

    Pensacola, Florida, United States Ascend Performance Materials Full time

    Job Title: Chief InspectorAscend Performance Materials is seeking a highly skilled Chief Inspector to join our team. As a Chief Inspector, you will be responsible for providing standards and direction for the engineering practices and reliability programs in the areas of fixed equipment, inspection, and mechanical integrity.Key Responsibilities:Develop and...

  • Front Office Manager

    4 weeks ago

    Pensacola, Florida, United States Innisfree Hotels Full time

    Job Title: Front Office ManagerInnisfree Hotels is an inclusive workplace that fosters a culture of care where employees genuinely matter, and their voices are heard.Job Summary:The Front Office Manager oversees all guest services operations, including Front Desk, Reservations, PBX, Bell staff, and transportation services to ensure quality and guest...

  • Business Development Manager

    4 weeks ago

    Pensacola, Florida, United States HUB International Full time

    About HUB InternationalHUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.With over 17,000 employees in 500+ offices throughout North America, HUB has grown substantially,...

Chief Investment Officer at Incline Wealth

2 months ago

Pensacola, Florida, United States Incline Wealth Full time

Incline Wealth Seeks Chief Investment Officer

  • We are looking for a visionary leader to oversee an enhanced investment division dedicated to innovative and tax-efficient investment strategies.
  • Incline Wealth, a prominent Registered Investment Advisor (RIA), manages substantial assets for a diverse clientele, including households and institutional investors.
  • The selected candidate will spearhead a research and investment team focused on developing strategies that optimize tax efficiency while providing access to both public and private investment avenues.
  • According to our leadership, the ideal candidate will be instrumental in integrating and expanding our investment capabilities.
  • Prior experience in leading research initiatives and managing investment portfolios is essential, particularly in environments that emphasize technology-driven solutions.
  • Incline Wealth has recently bolstered its team with key hires across various roles, enhancing our service offerings and client engagement.

We foster partnerships with CPA firms through our strategic alliance program, which includes sharing resources, educational opportunities, and collaborative growth initiatives.

Our firm has rapidly expanded through strategic partnerships and acquisitions, positioning us to serve a significant number of clients effectively.

With a commitment to technology-enabled wealth management and sound financial planning principles, Incline Wealth strives to deliver exceptional value and innovative solutions to our clients.