Description

Director of Investments | Full-time
Location: Cookeville, Tennessee 

Firm Overview

Cravens & Company Advisors is a SEC Registered Investment Advisor serving high-net-worth and ultra-high-net-worth families, individuals, and trusts. The firm provides investment guidance grounded in disciplined portfolio management, thoughtful client communication, and long-term fiduciary stewardship.

Cravens & Company is actively investing in leadership and infrastructure to support significant growth over the coming years, with a focus on expanding its capabilities while preserving a high standard of client service.

Position Overview

Cravens & Company Advisors is seeking a Director of Investments to help lead a growing, planning-centric RIA through its next phase of expansion. The Director of Investments will serve as a senior investment leader responsible for investment oversight, portfolio strategy, and investment communication. This position emphasizes leadership, governance, and client engagement rather than primary research production or day-to-day trading execution.

The Director of Investments will work within the firm’s established investment philosophy, co-lead the Investment Committee, and collaborate closely with advisory and planning teams to ensure consistent, high-quality investment outcomes as the firm continues to grow. This role offers a clear pathway to Chief Investment Officer as the firm scales and milestones are achieved.

Responsibilities

• Provide oversight of portfolio construction, asset allocation, and investment implementation.
• Co-lead the Investment Committee and support disciplined investment decision-making.
• Ensure adherence to the firm’s investment philosophy and risk framework.
• Support client meetings through clear communication of investment strategy and market context.
• Mentor team members and contribute to investment process consistency.
• Partner with firm leadership on long-term investment strategy and growth initiatives.

Compensation & Benefits

• Base Salary: $165,000–$185,000, commensurate with experience
• Annual Bonus: Target 15–25% based on performance
• Long-Term Incentive: Long-term incentive opportunity aligned with firm growth
• Comprehensive benefits package, including professional development support
• Relocation assistance is available for qualified candidates

Why This Role

Cravens & Company Advisors is seeking a Director of Investments who is motivated by the opportunity to contribute to a growing firm with long-term ambitions. This role offers direct involvement in investment committee leadership, client relationships, and firm strategy, with a clear pathway to Chief Investment Officer as milestones are achieved.

Requirements

• 8–12+ years of investment management or wealth management experience
• Experience in an RIA, family office, or private advisory environment
• CFA designation strongly preferred (or active pursuit)
• Strong communication skills and experience presenting to clients
• Leadership experience within an investment or advisory team
• Willingness to relocate to Cookeville, Tennessee, or within commuting distance