VP, Investment Consultant
Core
Lead an OCIO team to provide investment governance, policy, and portfolio construction services to independent financial advisors.
Role type
Senior Investment Consultant (OCIO Team Lead)
Builds
Investment portfolios and asset allocation frameworks for advisor practices
Domain
Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Investment consulting, portfolio design, asset allocation, IPS constraint management, team leadership, business writing
Preferred skills
CFA designation, Series 7 and 66 licenses
Technologies
None stated
Responsibilities
Provide consultative investment advice and customized solutions to advisors, lead portfolio design and asset allocation frameworks, ensure portfolio alignment with IPS constraints, oversee junior portfolio managers and analysts, support client reviews, support sales enablement for prospective clients, drive advisor adoption of firm services
Seniority
Senior, hands-on IC with team leadership
