Overview As Director of Investments, you will directly manage ultra-high-net-worth client portfolios and support senior advisors with portfolio oversight and business development. You will work closely with Managing Directors to ensure consistent investment strategies across accounts and prepare materials for client and internal meetings. You will deliver timely investment updates and develop personalized portfolios and performance reports. The role combines client contact, portfolio leadership, and cross-functional collaboration to influence outcomes for a select client base. This is a chance to shape bespoke investment solutions within a leading wealth management platform.
Compensation / Benefits- Healthcare (medical, dental, vision)
- Life insurance
- Short-term and long-term disability
- Pregnancy and parental leave
- 401(k) and employer-funded retirement
- Paid vacation and holidays
Responsibilities- Create personalized client portfolios and performance reports
- Deliver timely investment updates to clients
- Prepare materials and models for internal and external meetings
- Collaborate with Managing Directors to ensure consistent strategy implementation
- Organize transition plans when needed
- Maintain direct client contact in support of the Managing Directors
Key requirements- Bachelor's degree in finance, accounting or related field
- Nine+ years of portfolio/wealth management experience
- Three+ years of alternative assets experience
- Strong verbal and written communication
- Leadership and strategic management abilities
- Tact, diplomacy and people skills
- Strong understanding of managers/styles across asset classes
- Proven client meeting skills as sole investment representative
- Ability to develop and present investment materials and models
