Chief Investment Officer

Location: Sarasota

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs & Consultants, Vertilocity, and HBKVG—we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for.

Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family.

Position Summary The Chief Investment Officer is a member of the firm's executive team and leads the firm’s Asset Management Group. Key responsibilities include executing the firm’s investment philosophy and process, and managing the trading platform across a multi-office enterprise. The CIO serves as the senior-most voice on asset allocation, manager/strategy selection, portfolio construction, alternatives, and capital markets research, as well as managing the trading and investment operations infrastructure that supports the firm's advisor base.

The CIO chairs the Investment Committee, sets and communicates firm-wide views, and ensures investment and operational consistency across all offices and client portfolios. The CIO leads through a team of function leaders (Investment Research, Portfolio Management and Trading), and carries budget, vendor, and infrastructure responsibilities. The CIO reports to the Chief Executive Officer.

Investment Strategy & Process Own and evolve the firm's strategic and tactical asset allocation frameworks

Chair the Investment Committee; set agenda, drive debate, and document rationale for all changes to house views and model portfolios

Oversee manager, fund, and strategy due diligence, selection, and ongoing monitoring (active, passive, alternatives, SMAs)
Maintain and refine model portfolios across risk tiers, tax situations, and client segments

Standardize investment implementation across all 12 offices, including model adherence monitoring, override/exception tracking by office and advisor, and consistent client experience firm-wide Establish a regional liaison structure (or equivalent) to ensure office-level advisor input reaches central research and IC decision-making without fragmenting the platform

Research & Communication Produce and present capital markets commentary for clients, and advisors

Translate macro and market research into actionable, defensible portfolio positioning

Serve as the firm's credible investment voice in client-facing settings, media, and advisor training

Platform & Governance Build and maintain relationships with custodians, asset managers, and research providers

Ensure investment processes meet fiduciary standards

Work with Compliance on suitability, disclosure, and best-execution matters tied to investment decisions

Alternatives Platform Oversee the firm's alternatives platform, including hedge fund and private equity solutions — sourcing, due diligence, structuring, and ongoing monitoring

Set criteria for alternatives allocation within client portfolios, balancing liquidity, fee, and suitability considerations

Formalize an institutional-grade due diligence process, including documented IC memo standards and a clear split…