#1215

Director of Investments

Philadelphia, PA, United States

Director of Investments Philadelphia

12 Billion+ AUA Multi-Family Office

Overview

12 Billion AUA Multi-Family Office seeks a Director of Investments to provide strategic investment and asset allocation advice and manage relationships for a select group of high-net-worth clientele and manage of team of analysts, associates and strategists.

Not a sales role/ No portable book of business required

Highlights

  •  Serve as the Investment Strategist for ultra high net worth clientele (10m -1B level net worth’s)
  • Manage and mentor a team of 2-5 strategists, associates, analysts
  • The Firm has a track record of developing and promoting talent; excellent opportunity for advancement.
  • Strong culture of independent thought, pro-activity and quality of life
  • Competitive base salary, profit and performance based bonuses, and a highly competitive benefits package
  • Clear path towards equity ownership

Requirements

  • 7+ years of investment management experience constructing portfolios and setting asset allocation strategy for high net worth clientele
  • 3+ years private wealth relationship management experience
  • Management experience preferred but not required
  • CFA or CFP a must





About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.