Regional Director Investments, Private Investment Counsel
Core
Senior investment leader enabling regional growth, strengthening Investment Counsellor business development, and ensuring high-quality investment management and fiduciary oversight.
Role type
Senior IC investment director (wealth management)
Builds
Integrated business development strategies, investment proposals, portfolio recommendations, and training programs for client-facing teams
Domain
Wealth management / Private investment / Financial services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Strategic leadership, investment management, fiduciary oversight, business development, portfolio construction, risk/return analysis, regulatory compliance, change management, stakeholder collaboration, data analytics
Preferred skills
Network development, coaching, complex problem solving, thought leadership
Technologies
None explicitly stated
Responsibilities
Partner with Investment Counsellors to identify growth opportunities and improve prospect conversion; Provide investment expertise for client reviews and new business proposals; Monitor regional performance and develop action plans to address gaps; Ensure alignment with risk, compliance, and regulatory requirements; Lead change management initiatives and design training programs for investment professionals
Seniority
Senior, hands-on IC with strategic leadership
