Director, Investment Strategy

Overview

This role is a key member of the Investment Strategy Team, working closely with the Managing Director to align centralized investment functions—including Research, OCIO, and Internal Strategies—with the organization’s investment solutions and business units (INDE, WLTH, ULTR).

The Director, Investment Strategy supports advisors in structuring allocations and investment proposals, provides guidance on the organization’s investment solutions, creates customized outputs for advisors and clients, and leads investment strategy initiatives that strengthen client engagement and support business growth with both existing and prospective clients.

The position emphasizes clear, actionable communication and strong organizational skills, along with the ability to translate investment insights into resources that empower advisors and clients.

Responsibilities

• Partner with advisors to develop investment and allocation proposals, support client consultations, and deliver high-stakes presentations.
• Lead the creation of investment proposals by collaborating on modeling and analytics, designing outputs and graphics, and crafting messaging aligned to client objectives.
• Serve as a central contact to strengthen connectivity between the Investment Strategy team, advisors, and internal strategies, with coordination across fixed income, structured notes, options, and private investments.
• Act as a thought partner in developing allocation models, advisor tools, resources, and investment collateral with the Managing Director and the Investment Strategy Team.
• Represent the organization in client meetings across all segments, from emerging affluent to ultra-high-net-worth clients and prospects.
• Support the growth of the Investment Strategy Team by mentoring investment strategists at all experience levels and guiding education/onboarding specialists.
• Stay current on wealth management trends to help ensure the team anticipates and addresses client needs through innovative investment solutions.
• Integrate outputs from Research, OCIO, and Internal Strategies to deliver cohesive, client-ready solutions tailored to each business unit.
• Champion and maintain a culture focused on message consistency, objectivity, and client-centricity across the team.

Requirements

• Bachelor’s degree required.
• 8+ years of relevant experience in investments, wealth management, private banking, consulting, or a related field.
• Demonstrated expertise in allocation planning and structuring investments to address a diverse range of client objectives.
• Proven track record in client-facing investment discussions, including engagement with sophisticated UHNW clients and prospects.

Preferred Qualifications

• Advanced credentials preferred (MBA, CFA, CAIA, or equivalent).

Skills

• Superior communication and presentation skills, including the ability to explain complex investment concepts to diverse audiences.
• Broad investment knowledge across asset classes and portfolio construction, with the ability to represent the full suite of offerings.
• Collaborative, team-oriented approach with demonstrated success working across functions (Research, OCIO, Internal Strategies, and business units).

Supervisory Responsibilities

• Team-first mindset with a commitment to collaboration.
• Serve as a thought partner, peer reviewer, and mentor across the Investment Strategy team (from Director to Analyst level), fostering education and growth.

Location

Not specified in the provided description.

Compensation & Benefits

Not specified in the provided description.