Director of Investments

Director of Investments

Independent Wealth Management Firm
October 6, 2019
Westchester County, NY, United States


Director of Investments 

Independent Wealth Management Firm

Westchester County, NY



  • Dynamic 1 Billion+ Independent Wealth Management Firm offering Multi-Family Office services seeks for the first time a Director of Investments in Westchester County to lead the investment team as the founding partners seek to deepen their business development efforts
  • Holistic approach to wealth and investment management in an open architecture environment serving HNW and UHNW families
  • The Firm fosters a collaborative culture and utilizes multiple systems and resources inclusive of FactSet, Bloomberg, Morningstar, Preqin, Tamarac and eMoney to develop and manage client portfolios



  • Clear track to Chief Investment Officer
  • Lead the Investment Committee, adding thoughtful analysis through research, due diligence and portfolio construction with a focus on asset allocation
  • Increase efficiencies around the investment process by collaborating with senior leadership, the investment team and families in creating customized investment solutions
  • Interact with ultra-high net worth client base through providing a global investment outlook through white papers and market review updates
  • Competitive base salary, performance-based bonuses, excellent benefits and long term opportunity for equity ownership



  • 5+ years investment management experience within the wealth
    management arena inclusive of research, due diligence and portfolio construction
  • CFA Ideal, CFA level II required
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