Regional Director Investments
Core
Senior investment leader enabling regional growth, strengthening client-facing business development, and ensuring high-quality investment management and fiduciary oversight across a portfolio/jurisdiction.
Role type
Senior IC Regional Director of Investments (Wealth Sales & Service)
Builds
Integrated business development strategies, compelling investment proposals, portfolio recommendations, and training programs for Investment Counsellors.
Domain
Wealth Management / Investment Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Strategic leadership, investment management expertise, fiduciary oversight, business development, portfolio construction, risk/return trade-offs, regulatory compliance, change management, data analytics, stakeholder management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Partner with Investment Counsellors and Market Leaders to identify growth opportunities and improve prospect conversion; Provide investment expertise and strategic input for prospecting, discovery, and proposal development; Monitor regional performance and develop action plans to address gaps; Ensure business activities align with risk, compliance, and fiduciary requirements; Lead change management initiatives and design training programs for investment professionals.
Seniority
Senior, hands-on IC with strategic leadership
