Director of Investments, Wealth Management

Key Responsibilities: Lead portfolio construction, asset allocation, and investment analytics across a range of investment strategies. Evaluate and monitor third-party investment managers, model portfolios, and investment solutions. Develop customized portfolios tailored to financial advisors and their clients. Work directly with financial advisors on portfolio recommendations, investment strategy, performance, and risk. Conduct investment due diligence, manager research, and portfolio reviews. Support investment committee discussions and ongoing investment governance. Oversee portfolio implementation processes, including rebalancing, trading operations, and account transitions. Collaborate with senior leadership and cross-functional teams to enhance investment capabilities and processes.

Ideal Candidate: 6-10 years of experience in portfolio construction, investment management, or investment advisory. Background within an RIA, Asset Manager, OCIO, TAMP, or similar investment platform. Strong understanding of multi-asset portfolios, model portfolios, SMAs, UMAs, and portfolio analytics. Experience working directly with financial advisors and communicating investment strategies to clients. Knowledge of portfolio implementation, rebalancing, and tax-aware investment transitions. Strong analytical and technical skills; CFA designation preferred. Entrepreneurial, hands-on mindset with an interest in taking on greater responsibility within a growing business.