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 and strategy support
Builds
Strategic investment policy and program oversight, asset allocation models, and manager selection/oversight
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Investment policy development, asset allocation modeling, investment manager evaluation, client reporting preparation, stakeholder coordination, regulatory compliance
Preferred skills
Relationship building within investment community, benchmark analysis, fast-paced environment adaptation
Technologies
Firm-approved reporting systems, MS Excel, internet applications
Responsibilities
Oversee investment functions including policies, procedures, reporting, and performance metrics; Partner with advisors on investment manager selection and oversight; Establish relationships with the investment community for research access; Evaluate investment managers for rebalancing or termination; Prepare and review client reports and financial plans; Participate in client meetings as requested; Coordinate business matters for the team
Seniority
Senior, hands-on IC