Chief Investment Officer

Parcion Private Wealth, a nationally recognized multi-family office dedicated to helping business owners and their families through life-changing liquidity events and beyond, is seeking a seasoned Chief Investment Officer (CIO) or comparable to join our Executive team. The Chief Investment Officer is responsible for leading the Investment Department, overall investment strategy, platform, and managing the daily investment operations, driving optimization, performance and strategic growth of the firm. 

The CIO will be a key member of Parcion Private Wealth’s Executive Team, contributing to the firm’s leadership, strategic direction, and future growth. The Chief Investment Officer will represent the firm’s investment policy, philosophy, portfolio construction, strategies, and all related solutions to Advisors and the families we serve. The role will develop sophisticated investment strategies for complex UHNW business owners and their multi-generational families pre- and post-life changing liquidity events.   

The CIO supports the management of client relationships, investment research, and ensures compliance with regulatory and risk management standards. The CIO will work closely with clients to meet their financial goals while leading a team to deliver optimal investment performance results.  

The Chief Investment Officer will have an in-depth understanding of financial markets with the ability to clearly communicate complex information and solutions in various mediums and channels, articulating investment strategies to Advisors, clients of all generations, as well as prospective clients. 

Reporting directly to the CEO, the CIO will oversee the Investment Department functions, align operational activities with the firm's strategic vision, and champion initiatives to maintain a premier client experience. This role requires a dynamic leader who excels in investment management for business owners and UHNW families, communication, strategy, research, execution, business development and team development. 

This role exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact and Opportunity.  

Parcion Private Wealth is a nationally recognized multi-family office for middle-market business owners and their families pre and post life-changing liquidity events, creating life simplification and clarity around what’s next.  We partner with business owners to unlock the true potential of their wealth, helping them keep more of what they’ve built for themselves, their families, and the causes they care about. 

Parcion was established in 2019 and now manages $2.6B AUM. Annually Parcion’s revenues have doubled due to significant organic growth. Parcion is the premier MFO with disciplined focus on UHNW business owners and their families.  The team has also grown, becoming known for functional experts and top advisors with technical proficiency, providing leadership to multi-generational families through life-changing liquidity events. 

As a nationally recognized boutique multi-family office, Parcion uses a process-driven, client-centric approach to deliver a world-class experience to the families we serve. 

We’re uniquely positioned for accelerated growth as a leading advisory firm for UHNW families seeking comprehensive wealth management and family office services; with our exclusive access to an extensive network of resource partners, we’re equipped to handle the most complex and sophisticated planning needs of the ultra-high net worth. 

As Parcion diversifies its next phase of growth to include both organic and inorganic strategies it aims for its next growth milestone. The firm provides an attractive opportunity for seasoned leadership and talent, with a process-driven, team-based culture and scalable in-house investment management.  Parcion continues to expand its impact, and legendary service to families in markets nationwide. 

RESPONSIBILITIES: 

• Continued development of the investment policy statement (IPS); source, manage, and monitor investments; and work with external portfolio managers, analysts, and investors. 

• Manage, build and grow the best-in-class Parcion Private Wealth investment platform with a focus on the Advisor experience, client experience, AUM growth; optimizing UHNW portfolio construction, data tracking, reporting, due diligence and processes. 

• Provide required support to Parcion’s existing portfolios and strategies and identify new opportunities and strategies to acquire to optimize performance. 

• Collaborate with Advisory, Client Service, Marketing, Operations, Technology, and Compliance to ensure successful delivery of the platform at scale  

• Provide premium education on the Parcion Private Wealth in