Senior Director Tax Awareness
Core
Lead the development of tax-aware investment capabilities for private clients and family offices, integrating tax considerations into manager research, product evaluation, and portfolio strategy.
Role type
Senior Investment Director (Tax Awareness)
Builds
Tax-aware investment frameworks, scalable research workflows, and client-facing content on taxable investing.
Domain
Global Investment Management / Tax-Aware Investing
Required skills
Manager research, taxable portfolio construction, tax-efficient strategy evaluation, investment communications, cross-functional collaboration, data reporting, AI-enabled research tools
Preferred skills
Experience in private wealth strategies, qualitative and quantitative analytical skills, ability to prioritize complex requests
Technologies
AI-enabled research tools
Responsibilities
Lead development of tax-aware investing capability frameworks; Incorporate tax considerations into manager research and due diligence; Refine frameworks for assessing tax-efficient strategies; Develop data and reporting capabilities for tax-sensitive oversight; Create client-facing investment content on tax-aware topics; Partner with Global Investment Research, Private Wealth Strategies, and Private Client teams
Seniority
Senior, hands-on IC with strategic leadership
