Director, Family Office Investments
Collyde, Alpharetta, GA, United States
About the role
Blue Trust’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. What you’ll do
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 Blue Trust’s 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 Blue Trust’s 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
What we’re looking for
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).
#J-18808-Ljbffr
Blue Trust’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. What you’ll do
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 Blue Trust’s 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 Blue Trust’s 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
What we’re looking for
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).
#J-18808-Ljbffr