Director, Investment Strategy

HANYS; New York (NY); Remote; USD 120,000 - 130,000; Full time

Job summary

A leading healthcare association in New York is seeking a Director of Investment Strategy to oversee investment advisory services for retirement plans. This role involves due diligence, investment selection, and client communication. The candidate will collaborate with teams and contribute to business strategy while ensuring compliance with policies. Remote work is possible within New York State.

Qualifications

• At least five years of experience in retirement and investment advisory services.
• FINRA Series 7, Series 66 or Series 65, and SIE licenses required.

Responsibilities

• Design and implement a comprehensive investment oversight process.
• Provide investment advisory services primarily for DC retirement plans.
• Assist in new business development through proposal writing.

Skills

Analytical

Communication

Relationship-building

Education

Bachelor's degree in finance

Master’s preferred

Tools

Microsoft Office

Excel

PowerPoint

Job description

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The Healthcare Association of New York State (HANYS) is seeking a Director, Investment Strategy within its subsidiary, TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. Reporting to the President of TruePlan, this position will be responsible for executing investment advisory services, including due diligence, investment selection, and ongoing monitoring for a large book of defined contribution (DC) retirement plan clients (401k and 403b plans), and some non-DC institutional clients. The role also involves contributing to business strategy and effectively communicating investment advice to both internal teams and external clients.

The candidate should be prepared to travel throughout NY and to our Rensselaer, NY office regularly; remote work within New York State is possible. The salary range is $120,000 to $130,000 annually, based on experience, skills, and internal equity.

Key Responsibilities

• Design and implement a comprehensive investment oversight process, including fund selection, due diligence, and monitoring/reporting.
• Provide investment advisory services primarily for DC retirement plans and certain non-DC institutional clients, including pension plans and tax-exempt entities.
• Communicate investment and market information via reports and presentations.
• Lead tracking and reporting of client investment lineups using Broadridge Fi360 and Orion systems.
• Assist in new business development through proposal writing and presentations.
• Collaborate with the investment team to ensure effective processes for client service.
• Participate as a voting member of the TruePlan Investment Committee.
• Coordinate with the account management team to maximize client deliverables.
• Ensure compliance with Investment Policy Statements and update them as needed.
• Maintain current licenses through ongoing education and training.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field; Master’s preferred.
• At least five years of experience in retirement and investment advisory services.
• FINRA Series 7, Series 66 or Series 65, and SIE licenses required.
• Interest in CAIA designation is a plus.
• Proficient in Microsoft Office, especially Excel and PowerPoint.
• Excellent relationship-building, analytical, and communication skills.
• Ability to present complex topics clearly.
• Willingness to travel within NY.

Additional Details

• Seniority level: Director
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Hospitals and Healthcare