Investment Managing Director
Core
Senior investment leader managing private client portfolios ($100M–$B+) and driving new business development for families and ultra-high net worth clients.
Role type
Managing Director, Investment
Builds
Customized investment portfolios and trust structures for private clients
Domain
Private Wealth Management / Family Office
Deliverable
client delivery
Required skills
portfolio construction, investment manager selection and evaluation, asset allocation, risk management, client relationship management, new business development, team leadership, capital markets experience
Preferred skills
MBA, CFA, network in family office community
Technologies
N/A
Responsibilities
Lead investment team in creating diversified portfolios; Select and evaluate investment managers for all asset classes; Work with and present directly to clients; Develop and implement investment objectives and asset allocations; Represent firm externally in marketing and conferences; Provide mentorship and leadership of the investment team
Seniority
Managing Director, senior leadership with team management
