Chief Investment Officer

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.  

Major Duties & Responsibilities:

• 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).

At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:

• Medical Coverage
• Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
• Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
• Childbirth, Adoption, and Foster Care leave
• Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
• Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)

*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.

Minimum Qualifications:

• 7 years of progressive investment program oversight AND

   

• Completion of Bachelor's degree in finance, accounting, or related field

   

   

Preferred Qualifications

• 10 years progressive investment program oversight

   

• CPA or CFA certification OR completion of Master's degree in finance, accounting, or related field

   

All applicants must be authorized and able to work in our Columbus, Ohio office.  OTTA is unable to provide Visa sponsorship.  

Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.

The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.