Director of Investments & Portfolio Management

Responsibilities

• Work hand in hand with Director of Planning to implement investment recommendations and ongoing service for VIP clients
• Attend advisor case prep for investment recommendations and product discussions for clients (investments comparisons/analysis, portfolio recommendations, etc.)
• Onboard & conduct reviews with investment only clients
• Meet clients and prospects as needed alongside advisors to share enhanced capabilities of VIV and provide an investment focused perspective
• Develop VIV’s investment strategy based on client or prospect segmentation; develop asset allocations and portfolios based on VIV’s market outlook and beliefs
• Lead due diligence on potential investment opportunities (e.g. mutual fund selection) by analyzing performance data, conducting financial modeling, and assessing risk
• Construct investment portfolios for high value clients that fit their values
• Investment escalation & servicing point of contact
• Handle VIP client complex applications, portfolio questions, and servicing
• Develop Enhanced Investment Capabilities (when needed): private equity, column funds, private lending, DAF, sig choice models – things we are eligible to integrate that would benefit specific circumstances but may not be suitable for all clients
• Manage team members directly related to the investment process and collaborate with operations team for necessary adjustments

Qualifications

• 5+ years of experience in a wealth management firm, with a strong track record of success in a client service or leadership role
• 3+ years experience in an investment focused role
• Deep understanding of investment, insurance, planning, and client service operations, including product knowledge and transaction processes
• Proven ability to enhance client experience and satisfaction through innovative solutions and high-quality service delivery
• VP Sponsorship Completion of Director Academy/Leadership Development
• Licensing Required: Life & Health and Series 7
• PREFERRED: CFP, CFA, WMCP or comparable advanced credentials

Benefits

• Salary/Benefits: $105,000 - $130,000 depending on experience
• Medical, dental and vision with 100% of medical premiums covered by Viv Wealth Partners
• 4% company 401k match
• Hybrid work schedule
• Long term disability
• Unlimited PTO
• Bonus eligibility