Director, Investment Consulting

For our client, a leader in the Finance & Insurance space, we are seeking a Director of Investment Consulting to join their team. This role will lead operational priorities focused on execution quality, efficiency, safety, and measurable performance outcomes in a regulated financial services environment.

About the role

You will collaborate with field leadership, support functions, and cross-functional stakeholders to improve accountability, service delivery, and operational consistency. The position offers the opportunity to influence operational scale, customer outcomes, and organizational performance.

Location: Remote - US based candidates only, no visa sponsorship available.

Responsibilities

• Lead one-on-one investment consulting engagements focused on portfolio management and risk mitigation
• Analyze advisor portfolios to identify and address structural weaknesses
• Translate findings into tailored, clear recommendations for advisors
• Equip advisors with communication tools for client interactions
• Build referral relationships and manage a pipeline of consulting opportunities
• Support branch visits, dealer events, and internal presentations

Qualifications

• CFA, CIM, or advanced investment designation preferred; CAIA, CIMA, or FRM assets
• 5+ years in investment consulting, portfolio analytics, or asset management
• Deep understanding of portfolio theory, asset allocation, and risk management
• Strong knowledge of mutual funds, ETFs, SMAs, and alternative investments
• Proven ability to translate analytics into actionable recommendations
• Exceptional communication and relationship-building skills
• High proficiency in Excel; familiarity with analytical tools like Morningstar or YCharts is a plus
• Fully bilingual in French and English to support diverse clients

Benefits

• Empowerment for personal and career growth
• Supportive and flexible work environment prioritizing well-being and inclusion
• Opportunities to impact the future direction of the company
• Customizable health and wellness benefits, including mental health support and disability insurance
• Retirement savings plans with employer matching and financial counseling resources
• Generous paid time off including holidays, vacation, personal, and sick days

Pay

$123,100 – $173,100 annually