Investment Director

Garry Executive Search; Edina (MN); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Employer-sponsored retirement plan

Disability insurance

Job summary

Garry Executive Search has been retained by a Minneapolis-area wealth management firm, recognized as a Forbes Best-in-State Wealth Management Team for 2026, to recruit a Director of Investments to lead portfolio construction, asset allocation, and investment research. The candidate will partner with advisors, lead the Investment Committee, and expand into alternatives and direct indexing.

3–10 years in fund analysis/portfolio management, SIE, Series 6, 63, 7 licenses; CFA/CIMA preferred but not

Qualifications

• 3 to 10 years of experience in fund analysis, fund research, or portfolio management.

Responsibilities

• Lead development of investment philosophy, portfolio management process, and asset allocation models.
• Conduct research and due diligence across funds, ETFs, SMAs, and alternatives; lead manager selection and monitoring.
• Analyze client portfolios and provide investment recommendations, including performance, risk, and benchmark comparisons.
• Partner with advisors on complex cases, including concentrated positions, tax considerations, and retirement income strategies.
• Execute monthly trades and quarterly rebalancing; process advisory paperwork, transfers, and funding.
• Lead Investment Committee and mentor staff on investment matters.
• Present investment strategy and alternatives to clients.

Skills

Fund analysis

Portfolio management

Investment research

Client communication

Trade execution

Team collaboration

Job description

Garry Executive Search has been retained by an established, independent-minded wealth management firm in the Minneapolis metro, recognized as a Forbes Best-in-State Wealth Management Team for 2026, to recruit a Director of Investments to lead its investment management process.

The Director of Investments will serve as the firm's internal expert on portfolio construction, asset allocation, and investment research, partnering closely with advisors to deliver investment outcomes for clients and leading the firm's Investment Committee. This is a firm expanding into more complex client investment scenarios, including alternatives and direct indexing, that needs a true subject matter expert and investment strategist, not just an executor.

What You'll Be Doing

• Lead development and ongoing refinement of the firm's investment philosophy, portfolio management process, and strategic and tactical asset allocation models
• Conduct research and due diligence across mutual funds, ETFs, separately managed accounts, and alternative investments, leading manager selection and monitoring
• Analyze client portfolios and provide investment recommendations to advisors, including performance analysis, risk assessment, and benchmark comparisons
• Partner with advisors on complex client cases involving concentrated positions, tax considerations, and retirement income strategies
• Execute monthly trades and quarterly rebalancing, and process advisory account paperwork, transfers, and funding
• Lead and facilitate the firm's Investment Committee, and mentor advisors and planning staff on investment matters
• Present on investment strategy and alternative investments directly to clients

Background They're Looking For

• 3 to 10 years of experience in fund analysis, fund research, or portfolio management, with solid coverage across equities, fixed income, and alternatives
• SIE, Series 6, 63, and 7 licenses
• CFA, CIMA, or similar designation preferred but not required
• Strong client-facing presentation skills, comfortable speaking to investment strategy and alternatives directly with clients
• Comfortable executing trades and managing rebalancing independently
• Collaborative team player, this is not a solo operator role
• Long-term minded, the firm values tenure and stability
• $150,000 base salary, with a 10% target bonus structure (approximately $15,000 at target)
• Total compensation target of approximately $165,000, with flexibility toward $175,000 for the right candidate
• Group health, dental, and vision insurance with employer subsidy (medical premium 90% employer covered)
• Employer-sponsored retirement plan with match
• Employer-paid short- and long-term disability

Why This Role Stands Out

• Forbes Best-in-State Wealth Management Team for 2026, a strong, recognized brand
• A true strategist seat, not an execution-only role, filling a capability gap the firm can't cover internally
• Real growth path, an analyst hire is likely to build under this position within about a year
• Collaborative, tight-knit team culture with long tenure and strong community involvement
• Strong independence in how the team operates, backed by established compliance and back-office infrastructure

We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.