Director, Family Office Investments

The Director, Family Office Investments is a senior leadership role responsible for setting the strategic direction for portfolio management, building and maintaining the investment framework, articulating the investment philosophy publicly, and serving as the thought leader for portfolio construction for the Family Office division. A key focus will be expanding private markets capabilities through deep industry knowledge and strategic relationships.

• Define and maintain the Division’s investment philosophy, investment strategy, and portfolio construction framework.
• Develop asset allocation models and risk management guidelines for all client segments.
• Oversee integration of public and private market strategies into client portfolios.
• Ensure alignment of investment strategy with regulatory, fiduciary, and client objectives.
• Continuously evaluate and enhance portfolio construction methodologies to reflect evolving market conditions and client needs.
• Champion innovation in investment solutions while maintaining alignment with biblical financial principles.
• 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 market opportunities to family office clients and prospects.
• Develop and deliver high‑impact presentations for internal and external audiences to reinforce the firm’s expertise.
• Lead the development of private market investment capabilities, including sourcing, due diligence, and manager selection.
• Maintain and leverage a strong network of relationships with private equity, private credit, venture capital, and alternative investment managers.
• Identify and evaluate co‑investment and direct investment opportunities for family office clients.
• Lead in the communications, build out, and implementation of values‑aligned investment offerings in both public markets and private markets.
• Build a network of third‑party implementers and thought leaders who shape culture through investment portfolios.
• Seek to build the Blue Trust Family Office into a values‑aligned investment allocator, at scale.
• Maintain a consistent message with the firm’s Investment Strategy Group (ISG) around the Principles Based Investing framework, which is how the firm applies Biblical principles to investment decisions.
• Partner with the ISG in portfolio management and to conduct research to implement strategic direction that fosters a culture of collaboration and knowledge‑sharing.
• Provide guidance on tactical adjustments during market dislocations, strategic shifts, and quarterly rebalances.
• Serve as a resource for advisors and relationship managers on complex investment questions.
• Train and equip family office advisors on various investment topics.
• Serve on investment committees and sub‑committees as requested within Blue Trust.
• Ensure adherence to fiduciary standards and regulatory requirements.
• Contribute to risk management and oversight processes.
• Maintain the highest compliance standards by following firm policies and industry regulations.
• Work with the ISG to build and utilize model portfolios across family office clientele.
• Provide client‑facing content, such as quarterly outlook, that is unique and relatable to family office clientele.
• Regularly provide Investment Committee memos, when needed, to internal team members and external clients.
• Create Investment Policy Statements (IPS) for family office clientele.
• Coordinate and monitor the roster of alternative asset managers.
• Maintain due diligence templates for the various asset managers selected.
• Approach work, interactions, and relationships in a manner consistent with the Company’s Core Values.
• Continuously enhance knowledge of biblical financial principles and scripture to integrate biblical wisdom into client conversations and services.

• Deep knowledge of global markets, portfolio construction, and alternative investments.
• Proven expertise in private markets investing (private equity, private credit, real assets).
• Exceptional communication and presentation…