Chief Investment Officer
- Strategic Development and Implementation: Working with independent investment consultants, investment partners, OTTA Executive Director, and OTTA Investment Board to create and implement a comprehensive investment vision across each of the Ohio 529 plans that aligns with OTTA's mission for customers and prospective customers.
- Due Diligence and Risk Mitigation: Thoroughly review all investment changes and ideas with Investment Consultants and Investment Partners to determine if a "new idea" is a good fit in the 529 industry as well as within the Ohio 529 operational structure and recordkeeping systems.
- Monitoring, Reporting, and Communications: Works in conjunction with the Investment Consultants, Investment Partners and Executive Director to monitor, review, and report on investment performance of each of the Ohio 529 plans.
- Leadership and Relationship Management: Serves as the relationship manager for all Investment Consultants and Investment providers. May act on behalf of and represent the Executive Director in his/her absence. Assists the Executive Director with providing orientation to new Board members. Takes the lead on any Request for Proposals (RFP) that are issued to seek new or replacement Investment Consultants and/or Investment partners. Works with the management team on related aspects of any RFP that require broader review (i.e., Investment partners).
- 7 years of progressive investment program oversight AND
- Completion of Bachelor's degree in finance, accounting, or related field
- 10 years progressive investment program oversight
- CPA or CFA certification OR completion of Master's degree in finance, accounting, or related field
Tuition Trust Authority
Agency Contact Name and Information Tiffany James [email protected] Unposting Date Mar 31, 2026, 11:59:00 PM Work Location 25 South Front Street Primary Location United States of America-OHIO-Franklin County-Columbus Compensation $110,000.00-$135,000.00 Schedule Full-time Work Hours 8:00am-5:00pm/varies Classified Indicator Unclassified Union Exempt from Union Primary Job Skill Professional Technical Skills Interpreting Financial Statements, Risk Assessment, Risk Management, Accounting and Finance, Investments Professional Skills Analyzation, Attention to Detail, Critical Thinking, Interpreting Data Agency Overview About us: The Ohio 529 CollegeAdvantage partners with families nationwide to save for their loved one's future education and career training, by offering significant tax benefits, diverse investment choices, educational resources, and personalized services.Recommended Jobs
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