Chief Investment Officer

Senior executive leadership position responsible for leading the firm's Investment Department by developing efficient, scalable, and well-controlled investment operations that support Financial Planners and deliver an exceptional client experience. This role oversees the department's people, systems, workflows, technology, investment platforms, trading operations, and strategic initiatives. The CIO is accountable for understanding every aspect of the department, identifying opportunities for continuous improvement, and implementing processes that improve efficiency, consistency, and scalability as the firm grows.

Academy Financial, Inc. is a 60+ member financial planning firm headquartered in Lutherville, Maryland, with additional office locations in Maryland, Pennsylvania, Virginia, and Connecticut. Academy has recently experienced significant growth and change. LPL Financial serves as our broker-dealer. Academy Financial, Inc. focuses on the complex financial needs of business owners, executives, retirees, and affluent individuals. We are committed to providing exceptional service to our clients through comprehensive financial planning, wealth management, estate planning strategies, business succession strategies, retirement planning, insurance solutions, and investment planning.

At Academy Financial, Inc., we believe in rewarding our team for hard work, excellence, and accomplishments. We offer competitive salaries, incentive-based bonus plans, healthcare benefits, and 401(k) benefits. We strive to promote from within so effort, leadership, and excellence can be rewarded with future opportunity and growth.

Our team is key to our success. Our core objective is to provide a supportive and entrepreneurial work environment that fosters independent thinking, initiative, collaboration, and accountability. All work is ultimately focused on delivering an excellent experience for our clients!

• A candidate who values integrity, hard work, and always puts clients’ needs first
• Strong self-motivation and self-discipline
• Exceptional accuracy and attention to detail
• Investment industry experience or related experience, with a desire to continue learning
• Client-first focus and dedication
• Strong interpersonal and communication skills
• Professional and service-first attitude through busy and stressful periods
• Results-driven individual who takes ownership of responsibilities and outcomes
• Strong planning and organizational skills, including effective prioritization and resource management while balancing multiple projects from multiple Financial Planners with varying deadlines

• Lead the development and evolution of the firm’s investment philosophy, portfolio construction, and strategic investment direction in partnership with executive leadership
• Provide strategic and operational leadership for the Investment Department by maintaining comprehensive knowledge of all departmental functions, systems, workflows, and personnel. Establish performance standards, improve operational efficiency, implement scalable processes, and ensure the department consistently delivers accurate, timely, and high-quality support to Financial Planners and clients.
• Build and maintain investment models for various platforms, including the Strategic Asset Management program, variable annuities, and managed 401(k) s.
• Support Financial Planners in implementing the firm's investment strategies by providing guidance on portfolio construction, investment platforms, model portfolios, and operational best practices.
• Oversee the firm's investment research and due diligence process, ensuring recommendations are consistent, well-documented, and aligned with the firm's investment philosophy and operational standards.
• Oversee Investment Department functions and personnel supporting paperwork processing, rebalancing, trading, investment strategies, liquidation strategies, account takeovers, investment analysis, account reviews, value-add internal reports, and coordination with other departments and groups
• Manage trading functions, execution, and oversight across all investment platforms,…