Private Wealth Management Director of Investments
Core
Senior investment professional developing and overseeing strategic investment policies, asset allocation models, and manager selection for client assets.
Role type
Senior IC Private Wealth Management Director of Investments
Builds
Strategic investment programs and asset allocation models for private wealth clients
Domain
Private Wealth Management / Asset Management
Required skills
Asset allocation modeling, Investment manager selection and evaluation, Portfolio analysis, Regulatory compliance (Series 7/66/63/65), Client communication, Strategic policy development
Preferred skills
Advanced degree or professional certification, 10+ years relevant experience, Relationship building within investment community
Technologies
Firm approved reporting resources, Investment policy frameworks
Responsibilities
Develop and oversee investment functions including policies, procedures, and performance metrics; Partner with Financial Advisors on investment manager selection and strategy implementation; Establish relationships with the investment community for research access; Evaluate investment managers and recommend rebalancing or termination; Conduct investment portfolio analysis and prepare materials for clients.
Seniority
Senior, hands-on IC