Director of Investments

Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.

Director of Investments

Our client, a top wealth management practice based in Nashville is hiring a Director of Investments (DOI). The DOI will head the investment strategy and portfolio management for the practice.

The DOI would work closely with the Wealth Management Advisors to bring forward a first class experience for clients. The DOI should have a passion in both research, constructing client portfolios and also have the ability to interface with clients. This is not a business development or client acquisition role. The right candidate should be comfortable in both passive and active management strategies depending on the client’s needs.

Key Responsibilities, yet not limited to:

• This position will be responsible for the investment strategy and recommendations within the practice.
• Working with the WMAs to research and refine the investment strategy.
• Creating investment takeover proposals and conducting portfolio analysis.
• Conducting research and providing written commentary to clients.
• Creating executive summaries and talking points on client accounts.
• The candidate should have confidence with working with individual stocks, especially in large cap.
• The DOI will sit in certain client meetings, as the investment expert to share market updates, portfolio updates and educate clients on investment recommendations.
• The DOI will be responsible for trading accounts, rebalancing, tactical tilts and tax loss harvesting execution.
• Ensure the Wealth Management Advisors are briefed on planning and investment updates prior to meetings along with the ability to educate clients on their positions directly.

Other tasks may include:

• Benchmarking performance
• Meeting with wholesalers and other industry professionals to stay ahead of the curve on the client experience and offerings.
• Ensuring all client interactions are up to date in CRM system
• Researching current regulations, tax law changes and other pertinent industry information to stay ahead of changes that can affect clients

Requirements:

• Bachelors Degree
• 3 years of investment experience
• Series 7 and 66 (or will obtain within first year)
• Preferred if candidate has or is pursuing CFA designation.

Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities.

For more information or additional career resources please visit www.lead-advisor.com.

Job Type: Full-time

Pay: $75,000.00 - $125,000.00 per hour

Benefits:

• Paid time off

Schedule:

• Day shift
• Monday to Friday

Work Location: In person