Director, Investment Consulting
Core
Senior advisor-facing consulting role helping investment advisors strengthen portfolio discipline, improve risk management, and communicate investment approaches with confidence.
Role type
Senior IC investment consulting director
Builds
One-on-one consulting engagements, portfolio analysis, and referral pipelines for investment advisors
Domain
Financial services / Investment management / Portfolio analytics
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, asset allocation, downside risk management, fixed income expertise, mutual funds/ETFs/SMAs knowledge, portfolio analytics translation, bilingual communication (French/English), pipeline management
Preferred skills
CFA/CIM/CAIA/CIMA/FRM designations, Excel proficiency, Morningstar/YCharts/Jacobi tool experience, branch visit facilitation
Technologies
Excel, Morningstar, YCharts, Jacobi, Second Engine
Responsibilities
Lead one-on-one investment consulting engagements focused on portfolio construction and risk management; Analyze advisor portfolios to identify structural weaknesses and improper weightings; Translate portfolio findings into clear, practical recommendations tailored to advisor constraints; Equip advisors with portfolio narratives for client communication; Build and maintain referral relationships with wholesaler colleagues to generate consulting opportunities; Support branch visits, dealer events, and internal presentations
Seniority
Senior, hands-on IC with mentorship responsibilities
