Chief Investment Officer – Family Office

This is a fully remote position, open to applicants in United States.

📋 Description

• Recommend and execute investment policy, asset allocation, manager selection, and monitoring within the designated authority.

• Evaluate direct investment opportunities or ensure the availability of relevant expertise.

• Strategize liquidity for distributions, fund commitments, taxes, and family-business operational needs.

• Offer independent analysis and provide constructive challenges to principals or delegated decision-makers.

• Balance collaborative research and implementation with individual client mandates in multi-family offices.

• Monitor portfolios, managers, risks, and exceptions effectively.

• Generate clear reports for principals, committees, or clients.

• Coordinate with tax, legal, and other specialist advisors.

• Lead an internal investment team or supervise outsourced managers.

• Promptly escalate issues within the authority and information provided.

• Register interest for future permanent family-office investment leadership roles through the Rutherford Talent Guild™.

⛳️ Requirements

• Experienced chief investment officers, investment directors, and heads of investment in single-family and multi-family offices are encouraged to apply.

• Investment leaders from private markets, endowments, foundations, pensions, or wealth management who are preparing for family-office CIO roles are encouraged to apply.

• Proven ability, or assessed potential, to lead investment judgment for a family or multiple families.

• Experience in investment policy, asset allocation, and rebalancing within established limits.

• Proficient in liquidity planning related to distributions, commitments, taxes, and operational necessities.

• Background in selecting and monitoring investment managers.

• Experience in evaluating direct and co-investments as applicable.

• Capacity to communicate risk and uncertainty effectively to principals, committees, or clients.

• Current résumé is required for registration.

• Essential details, function, sector, and three brief written responses regarding investment decisions are required.

• No fixed minimum experience, asset level, or specific personality type is mandated.

• Professional designations will be considered alongside demonstrated capability.

• Must refrain from including confidential or identifying family information in registration responses.

🏝️ Benefits

• Establish a long-term career relationship with Rutherford.

• Curator-led development of a Career Thesis for accepted members.

• Selective introductions to organizations for specific roles, with consent.

• Potential access to private talent pipelines and retained searches.

• Option to express interest in fractional work through the Rutherford Talent Clearinghouse™.

• Discretion and consent-based introductions.

• Assessment results interpreted alongside experience, achievements, and objectives.