#1504

Director of Investments

White Plains, NY, United States

Growing 1B+ AUM RIA
Director of Investments, CFA
Westchester County, NY


Overview
Growing 1B+ AUM Wealth Management Firm is seeking a Director of Investments to partner with the CEO & President in providing overall strategy, dynamic asset allocation modeling, risk modeling, thoughtful analysis, research, due diligence and portfolio analytics for the firm’s high net worth and ultra-high net worth clientele.

Highlights

  • Execute the firm’s investment research, analysis, and due diligence processes and assist in overseeing portfolio construction and rebalancing
  • Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
  • Excellent opportunity for advancement with a track towards Chief Investment Strategist
  • Extensive client contact with high net worth and ultra-high net worth individuals and families
  • Range of Pay 150k-250k inclusive of base and bonus
  • Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
  • Path towards equity participation

Requirements

  • 5+ years of wealth management related investment management experience with a deep exposure to multi-asset class portfolios
  • Experience with fixed income portfolios a plus
  • CFA strongly preferred

 

 

 

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.