Chief Investment Officer

About the Role: Cameron is seeking a seasoned Chief Investment Officer to serve our advisors and clients. This is a rare opportunity to establish investment practices for a fast growing RIA. You will build, refine and own the framework that guides portfolio construction, manager and security selection, and ongoing oversight across the firm. You will work side by side with advisors serving HNW and UHNW clients, bringing institutional portfolio knowledge to their conversations and translating investment strategy into portfolios that reflect clients’ goals, tax situation and complexity. You will also own our Investment Committee, including establishing it and setting its charter, cadence and standards.

Key Responsibilities: Own the Investment Committee: establish its structure, charter, membership and meeting cadence; set the agenda; and drive decisions, documentation and follow-through. Develop and maintain the firm's investment philosophy, policies and process, including capital market views, asset allocation models, and approved investment lists. Serve as the investment resource for advisors: support client-specific portfolio design, proposals, and investment questions, and join client meetings as needed. Construct, implement and monitor firm wide model portfolios and customized strategies, with attention to tax-aware management, concentrated positions, and alternative or private investments. Conduct due diligence on managers, funds, ETFs, separately managed accounts real estate funds, private markets, and monitor them on an ongoing basis. Manage portfolio implementation, rebalancing, trading and cash management activities. Monitor portfolio performance, risk, drift and adherence to firm models and client investment policies and escalate issues to advisors and the Investment Committee as needed. Serve as the firm’s investment voice: deliver market and portfolio commentary, advisor briefings, client presentations and educational content that explain investment positioning clearly. Ensure investment practices are consistent with fiduciary standards, firm policies and regulatory requirements, in coordination with compliance. Evaluate and recommend investment technology, data and research resources, and drive process improvement as the practice scales.

Qualifications: Bachelor’s degree in Finance, Economics or experience in similar professional industry; CFA charter holder (or progress toward the CFA designation) strongly preferred.12+ years of experience in portfolio management, investment research or investment strategy at an RIA, private bank, wealth management firm, family office, or similar institution. Demonstrated experience building or leading an investment committee, investment process or model portfolio programs. Deep knowledge of asset allocation, portfolio construction, risk management, and tax-aware investing for HNW and UHNW clients. Working knowledge of alternative and private investments, and of manager due diligence. Strong communication and presentation skills, with the ability to explain complex investment concepts to advisors and clients with credibility and clarity. Excellent judgment, intellectual curiosity and the confidence to lead, make decisions and build consensus. Entrepreneurial mindset and comfort building structure in a fast-growing firm. Strong proficiency with Microsoft Excel, Word and PowerPoint.

Why Join: Cameron Shape the investment practices of the firm from the ground up, with real ownership and visibility. Lead the Investment Committee and set the precedents that guide the practice as it grows. Partner directly with advisors and clients in a role where your work has a direct impact on outcomes. A collaborative, client-centered culture built around integrity, excellence, and innovation. Location Charlotte, NC or Dallas, TX. Qualified candidates in other locations may be considered. Featured Benefits 401(k) with company match 80% company paid medical benefits Health Savings Account (HSA) & Flexible Spending Accounts (FSA) Short/Long Term Disability Company paid basic life insurance Paid parental leave Generous paid time off Mental Health Support – Employee Assistance Program (EAP)