Investments Director

Ladders; United States; Remote; USD 125,000 - 182,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Casual dress code

Paid time off

Volunteer time off

Parental leave

Disability leave

Employee resource groups

Job summary

Ladders is seeking an Investments Director to lead the investment product distribution strategy and support growth in assets under management across institutional and intermediary channels. The ideal candidate has deep knowledge of retirement plans, portfolio strategies, and financial services sales.

You will serve as a trusted advisor to plan sponsors and financial professionals. The role partners with internal teams to strengthen relationships, identify opportunities, and deliver investment

Qualifications

• Bachelor's degree in Business or related field
• 10+ years in financial services sales or investment product distribution
• FINRA Series 6, 63, and 7 registrations required
• Comprehensive knowledge of retirement plans and institutional markets
• Strong understanding of investment concepts and portfolio strategies
• Relationship management and business development experience
• Travel 40% to 60% of the time depending on business needs

Responsibilities

• Develop and execute strategies to drive investment product distribution and assets under management growth
• Serve as a subject matter expert on the organization's investment product offerings
• Provide consultative investment expertise to plan sponsors and financial intermediaries
• Partner with internal teams to identify new business opportunities and strengthen client relationships
• Prepare and deliver investment presentations and portfolio reviews; Analyze and communicate investment performance and market trends
• Collaborate with key account teams to enhance intermediary relationships

Skills

Investment sales

Relationship management

Financial services sales

Travel 40-60%

Education

Bachelor's degree in Business or related field

Tools

FINRA Series 6

FINRA Series 63

FINRA Series 7

Job description

For our client, we are seeking a Investments Director to join the team of a leader in the Finance & Insurance space.

This role will drive investment product distribution strategy and support growth in assets under management across institutional and intermediary channels. The ideal candidate will bring deep knowledge of retirement plans, portfolio strategies, and financial services sales, along with the ability to serve as a trusted advisor to plan sponsors and financial professionals.

The position partners closely with internal stakeholders to strengthen client relationships, identify new business opportunities, and deliver compelling investment insights that support revenue growth.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $125,400 - $181,875 annually

Responsibilities

• Develop and execute strategies to drive investment product distribution and assets under management growth
• Serve as a subject matter expert on the organization's investment product offerings
• Provide consultative investment expertise to plan sponsors and financial intermediaries
• Partner with internal teams to identify new business opportunities and strengthen client relationships
• Prepare and deliver investment presentations and portfolio reviewsAnalyze and communicate investment performance and market trends
• Collaborate with key account teams to enhance intermediary relationships

Qualifications

• Bachelor's degree in Business or a related field
• 10+ years of experience in financial services sales or investment product distribution
• FINRA Series 6, 63, and 7 registrations required
• Comprehensive knowledge of retirement plans and institutional markets
• Strong understanding of investment concepts and portfolio strategies
• Demonstrated experience in relationship management and business development
• Ability to travel 40% to 60% of the time based on business needs

Benefits

• Medical, dental, vision, and life insurance
• 401(k) plan with generous company matching contributions
• Tuition reimbursement up to $5,250 per year
• Business-casual environment with jeans option
• Generous paid time off and holidays
• Paid volunteer time - 16 hours per year
• Leave of absence programs including paid parental leave and disability
• Business Resource Groups for inclusion and collaboration

Our client is an equal opportunity employer.