Director of Investment Solutions & Strategic Initiatives

Farther; New York (NY); Sur place; USD 150 000 - 200 000; Plein temps

Avantages offerts par ce poste

Competitive compensation package

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Résumé du poste

A leading financial technology firm in New York is seeking a Director of Investment Solutions to bridge the gap between internal asset management and advisors. This strategic leadership role focuses on organizational transformation and high-impact initiatives such as developing investment frameworks and vendor management. The ideal candidate has extensive experience in client-facing roles within RIAs or private banks, a CFA or CAIA designation, and proven team management skills. Competitive compensation, full health benefits, and unlimited PTO offered.

Qualifications

• Extensive experience in RIAs, private banks, or multi-family offices.
• Significant knowledge of SEC Marketing rules and performance presentation standards.
• Ability to manage and motivate a team in a fast-paced environment.

Responsabilités

• Lead initiatives for standardized investment philosophy framework.
• Develop a vetted directory of third-party providers.
• Drive stalled organizational initiatives to completion.

Connaissances

Client-facing portfolio management

Team management and development

Communication and presentation skills

Organizational initiative driving

Entrepreneurial mindset

Formation

CFA or CAIA designation

MBA or equivalent advanced degree

Description du poste

A leading financial technology firm in New York is seeking a Director of Investment Solutions to bridge the gap between internal asset management and advisors. This strategic leadership role focuses on organizational transformation and high-impact initiatives such as developing investment frameworks and vendor management. The ideal candidate has extensive experience in client-facing roles within RIAs or private banks, a CFA or CAIA designation, and proven team management skills. Competitive compensation, full health benefits, and unlimited PTO offered.