Chief Investment Officer

Tompkins Financial Corporation • Plymouth Meeting, PA

63d • $195,000 - $280,000

About The Position

The Chief Investment Officer (CIO) provides executive leadership and serves as the senior TFA Investment executive and a member of the TFA executive management team. This position is responsible for the administration and management of the multi-billion dollar TFA investment portfolio and overall investment program. Responsibilities include establishment and maintenance of sound investment policy in conjunction with the TFA Investment Committee. The CIO supervises and leads a small internal staff of skilled professionals who manage internal stock and bond portfolios as well as oversee external money managers.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of ten (10) years of progressive experience in investment management, portfolio oversight, or wealth advisory roles.
• Proven leadership experience managing multi-billion dollar portfolios and supervising investment teams.
• Deep knowledge of modern portfolio theory, asset allocation strategies, and fiduciary standards.
• Strong understanding of regulatory frameworks including SEC, FINRA, and NY Ethics laws.
• Demonstrated ability to influence senior stakeholders and drive strategic investment decisions.
• Exceptional communication skills with the ability to translate complex financial concepts to diverse audiences.

Nice To Haves

• Master's degree in Business Administration (MBA), Finance, or Economics preferred.
• Chartered Financial Analyst (CFA) designation is preferred

Responsibilities

• Act as the senior investment executive and fiduciary for TFA.
• Advise the TFA CEO and executive team on investment matters.
• Lead research and application of modern portfolio theory.
• Stay informed on industry trends, regulations, and best practices.
• Contribute to strategic planning, budgeting, and policy development.
• Administer and manage TFA's multi-billion-dollar investment portfolio.
• Ensure compliance with investment policies and legal standards.
• Oversee asset allocation, risk budgeting, and investment strategy.
• Lead searches and negotiations for investment managers and consultants.
• Monitor performance and enforce corrective actions when needed.
• Provide investment performance summaries and client-facing materials.
• Serve as the primary expert and coordinator for the TFA Investment Committee.
• Present policy recommendations and performance reports.
• Manage committee meetings and member onboarding/training.
• Ensure compliance with fiduciary standards and ethics policies.
• Supervise investment officers and support staff.
• Manage hiring, evaluations, and professional development.
• Prepare and monitor the division's annual budget.
• Ensure staff compliance with ethics and internal policies.
• Represent TFA's investment program in client meetings and public engagements.
• Respond to media and public inquiries.
• Contribute to marketing and educational materials.

Benefits

• Medical
• Dental
• Vision
• 401(k) Match
• Profit Sharing
• Paid Time Off
• 11 Holidays
• Tuition Reimbursement
• Free Parking throughout Tompkins Community Bank
• Employee Referrals

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 1,001-5,000 employees