Director of Investments — Senior Advisor to UHNW Families
Listed on 2026-11-04
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Finance & Banking
Wealth Management
CM Wealth, a leading multi-family office serving ultra-high-net-worth families across the United States, seeks a Director of Investments. This senior role combines client advisory responsibilities with investment research, due diligence, and portfolio strategy to influence firmwide decisions.
You will lead client conversations, manage complex portfolios, and contribute to investment committees while collaborating with family advisors and internal teams in an employee-owned environment.
We are looking to fill the Director of Investments — Senior Advisor to UHNW Families position at CFA Institute in Beachwood, OH, United States.
Our group is growing, and we are hiring a Director of Investments — Senior Advisor to UHNW Families in Beachwood, OH, United States.
This opening is for the Director of Investments — Senior Advisor to UHNW Families role at CFA Institute.
We are seeking a motivated Director of Investments — Senior Advisor to UHNW Families to join CFA Institute in Beachwood, OH, United States.
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