Director, Family Office Investments

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).