Sr. Director - Investments

Overview

The Sr. Director of Investments at Waldron Private Wealth will oversee and be the primary contact for high net-worth clients with combined AUM up to $1B. They will manage a team of investment professionals, communicate with clients about portfolio strategies, performance, and market conditions, coordinate with other firm departments, and contribute to the due diligence process.

Responsibilities

• Manage investment functions for clients with AUM up to $1B
• Communicate with clients regarding portfolio strategies, performance, and market environment
• Coordinate and collaborate with all firm departments to develop holistic plans for client engagements
• Approve trading and rebalancing recommendations
• Contribute to and provide input on the firm's due diligence process
• Oversee the due diligence and manager selection criteria for new and existing investment strategies
• Evaluate and enhance portfolio allocations as needed
• Create and implement strategic and tactical investment macro allocations
• Take on a leadership role in investment decision-making

Requirements

• Proven experience managing investment portfolios for high net-worth clients
• Strong communication skills, both written and verbal
• Experience in due diligence and manager selection processes
• Ability to work collaboratively with cross-functional teams
• Knowledge of investment management principles and practices