Sr. Director - Investments

Waldron Private Wealth • Bridgeville, PA

4d

About The Position

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.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 11-50 employees