Sr. Director - Investments

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.

In this role you will:

• Manage the activities and execution of the investment functions for clientswithcombinedAUMup to$1Bwho areassigned totheir team.
• Communicate with clientsregardingportfolio strategies, performance,and the market environment.
• Coordinate and collaborate with allfirmdepartments to develop a wholistic plan for client engagements.Develop andmonitorcustom portfolio strategies.
• Approve trading and rebalancing recommendations.
• Contribute to and provide a sounding board for the firm’s due diligence process.Overseethedue diligence process for new and existing investment strategies.Establishthedue diligence and manager selection criteria.
• Coordinate and manage investment research.Evaluate investment offerings(e.g.usage, flow, overlap, etc.) andresearchcomplimentary new offerings.
• Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build andidentifythe best implementation instruments.
• Take on a leadership role in decisionmaking oninvestments.

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