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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).
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
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