Sr. Director - Investments

Bridgeville, PA

Full Time

Experienced

Waldron Private Wealth (Waldron) is looking for a Sr. Director of Investments to oversee and be the direct point of contact for client engagements from an investment capacity. This individual will manage a team of investments employees who service the needs of high net-worth clients to ensure their needs and expectations are met.

In this role you will:

Manage the activities and execution of the investment functions for clients with combined AUM up to $1B who are assigned to their team.
Communicate with clients regarding portfolio strategies, performance, and the market environment.
Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements. Develop and monitor custom portfolio strategies.
Approve trading and rebalancing recommendations.
Contribute to and provide a sounding board for the firm’s due diligence process. Oversee the due diligence process for new and existing investment strategies. Establish the due diligence and manager selection criteria.
Coordinate and manage investment research. Evaluate investment offerings (e.g. usage, flow, overlap, etc.) and research complimentary new offerings.
Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build and identify the best implementation instruments.
Take on a leadership role in decision making on investments.

Apply for this position

Required*

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Do you have at least 8 years of wealth management or investment experience?*

Do you have a least 2 years of experience managing a team?*

Do you have experience in the ultra high net worth space?*

Do you have a passed CFP, CFA (level III), or another advanced credential?*

What is your desired annual salary?

The following questions are entirely optional.

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.

Gender

Race/Ethnicity

Human Check*

Submit Application

Thanks for visiting our Job Board. Please review our open positions and apply to the positions that match your qualifications.

Sr. Director - Investments

Apply for this position