Our Client's Family Office is seeking a Director, Family Office Investments to lead portfolio strategy and private markets investing for UHNW families in a faith-based wealth management environment.
You will set the investment philosophy and portfolio construction framework for the division, expand our private markets and values-aligned investing capabilities, and serve as a visible thought leader to clients, advisors, and the broader market. This is a highly strategic, senior role that combines investment leadership, public representation, and hands-on expertise in alternatives and values-aligned portfolios.
Set and own the investment framework
Define and maintain the Family Office investment philosophy, strategy, and portfolio construction framework.
Develop and refine asset allocation models and risk guidelines for different client segments.
Oversee integration of public and private market strategies into client portfolios.
Ensure that all investment approaches remain aligned with regulatory, fiduciary, and client objectives.
Continuously evaluate and enhance portfolio construction methodologies as markets and client needs evolve.
Thought leadership & public representation
Act as a trusted advisor and subject matter expert for Family Office clients.
Serve as the public face of the division’s investment strategy in client meetings, industry conferences, and media engagements.
Communicate market outlook, portfolio strategy, and private markets opportunities to clients and prospects.
Develop and deliver high-impact presentations and content for internal and external audiences to reinforce investment expertise.
Private markets leadership
Lead the development of private market investment capabilities, including sourcing, due diligence, and manager selection.
Maintain and leverage a strong network of private equity, private credit, venture capital, and alternative investment managers.
Identify and evaluate co-investment and direct investment opportunities appropriate for Family Office clients.
Values-aligned investing
Lead the design, communication, and implementation of values-aligned investment offerings in both public and private markets.
Build and deepen a network of third-party implementers and thought leaders focused on shaping culture through investment portfolios.
Help build Family Office into a values-aligned investment allocator at scale.
Maintain alignment with the firm’s Principles Based Investing framework, applying biblical principles to investment decisions in collaboration with the ISG.
Collaboration & oversight
Partner with the Investment Strategy Group (ISG) on portfolio management, research, and implementation of strategic direction.
Provide guidance on tactical adjustments during market dislocations, strategic shifts, and quarterly rebalances.
Act as a resource for advisors and relationship managers on complex investment and portfolio questions.
Train and equip Family Office advisors on key investment topics, portfolio construction, and private markets.
Governance, compliance & key deliverables
Serve on investment committees and subcommittees as requested.
Ensure adherence to fiduciary standards, regulatory requirements, and firm policies.
Contribute to risk management and oversight processes.
Deliver key outputs, including:
Model portfolios and frameworks for Family Office clients
Client-facing content such as quarterly outlooks tailored to Family Office clientele
Investment Committee memos and internal/external briefings
Investment Policy Statements (IPS) for Family Office clients
A coordinated roster of alternative asset managers and associated due diligence templates
Spiritual & philosophical alignment
Demonstrates in-depth knowledge of both the Old and New Testaments, especially scripture related to money and stewardship, and can integrate this understanding into investment decisions and client conversations.
Passionate and knowledgeable about values-aligned investing and eager to apply biblical financial principles in all aspects of the role.
Experience & technical expertise
Deep knowledge of global capital markets, portfolio construction, and alternative investments.
Proven expertise in private markets investing (e.g., private equity, private credit, real assets).
Established network within the private markets and alternative investments industry.
Minimum of 10+ years in investment strategy, portfolio management, or private markets, ideally serving UHNW or Family Office clients.
Education & credentials
Bachelor’s degree required, preferably in finance, economics, or a related field.
Advanced degree preferred (e.g., MBA or related).
CFA designation strongly preferred; CAIA or MBA a plus.
Skills & competencies
Exceptional communication and presentation skills; able to articulate complex strategies clearly and confidently to sophisticated clients and internal stakeholders.
Demonstrated ability to lead strategic initiatives and influence at the executive level.
Strong organizational skills, attention to detail, and ability to manage multiple priorities simultaneously.
Proven technical, analytical, and problem-solving skills.
High personal integrity and ability to handle confidential data discreetly.
Desire to serve clients and co-workers with excellence, exercising independent judgment while also taking direction when appropriate.
Proactive planner with strong responsiveness to urgent needs and a high capacity for learning new concepts quickly.
Other requirements
Ability and willingness to travel (~25% of overall work time) to meet with clients, managers, and internal teams (by car, air, or other reasonable means).