Senior Investment Director - Family Office Solutions
Core
Advises UHNW clients and families on complex investment strategies, portfolio management, and integrated family wealth solutions.
Role type
Senior Investment Director (Family Office Solutions)
Builds
Customized investment programs and coordinated portfolio advice for complex family accounts.
Domain
Wealth Management / Family Office / Alternative Investments
Required skills
Investment management, portfolio construction, trust/agency law, tax planning, family governance, stakeholder negotiation, strategic advisory
Preferred skills
MBA, CFA, CFP, CPWA, CAIA
Technologies
N/A
Responsibilities
Develop and direct execution of investment programs for complex accounts; advise on overall investment strategy for trust/agency accounts; maintain consultative relationships with clients, attorneys, and external advisors; lead external client and advisor forums; mentor junior colleagues.
Seniority
Senior, hands-on IC with leadership responsibilities