PWM Director of Investments
Core
Senior service role supporting Financial Advisors and Private Wealth Advisors in developing, maintaining, and overseeing strategic investment policies and programs to help clients achieve investment goals.
Role type
Senior IC investment operations director
Builds
Strategic investment policy and programs, asset allocation models, client reports, and financial plans
Domain
Wealth management / Financial services
Required skills
Investment policy development, asset allocation modeling, investment manager selection and oversight, performance metrics analysis, client reporting, stakeholder coordination, financial product knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Excel proficiency
Preferred skills
Leadership, organizational skills, client service, time management, adaptability
Technologies
MS Office (Excel), firm-approved reporting systems
Responsibilities
Oversee investment functions including policies, procedures, reporting, and performance metrics; Partner with advisors on investment manager selection and strategy implementation; Establish relationships with the investment community for research access; Evaluate investment managers for rebalancing or termination; Review and share insights on benchmarks; Participate in client meetings as requested; Coordinate business matters and track progress; Prepare and review client reports and financial plans.