Sr. Director - Investments

Responsibilities

• Manage the activities and execution of the investment functions for clients with combined AUM up to $1B
• Service the needs of high net-worth clients to ensure their needs and expectations are met
• Communicate with clients regarding portfolio strategies, performance, and the market environment
• Collaborate with all firm departments to develop a wholistic plan for client engagements
• Develop and monitor custom portfolio strategies
• Approve trading and rebalancing recommendations
• Contribute to and provide a sounding board for the firm’s due diligence process
• Oversee the due diligence process for new and existing investment strategies
• Establish the due diligence and manager selection criteria
• Coordinate and manage investment research
• Evaluate investment offerings (e.g. usage, flow, overlap, etc.) and research complimentary new offerings
• Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build and identify the best implementation instruments
• Take on a leadership role in decision making on investments

Qualifications

• Proven track record of managing investment portfolios for high net-worth clients
• Experience overseeing a team of investment professionals
• Strong communication skills to interact with clients and internal teams
• Knowledge of financial markets and investment strategies
• Ability to make informed decisions on investment strategies and allocations
• Experience with due diligence processes and manager selection