Director of Investments

Director of Investments

St. Louis, MO

Direct Hire

$250-350k

*Position is mostly onsite with work‑life flexibility

Kelly is seeking a Director of Investments to work with our client, a rapidly growing mid‑size RIA firm, on a direct‑hire basis. This is a senior leadership role for a dynamic, results‑driven professional who can vision‑cast and execute while overseeing and driving operational and strategic functions.

The Director of Investments will:

• Report to the Chief Investment Officer
• Build, guide, and manage the investment research team (7 direct reports)
• Supervise and optimize the options overlay program
• Supervise the equity SMA program
• Oversee asset allocation strategies across client portfolios
• Provide strategic input on portfolio construction, risk management, and performance monitoring
• Manage held‑away assets integration and oversight
• Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way
• Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning
• Collaborate with marketing to produce investment‑related materials for client and advisor use
• Manage, mentor, and grow the trading and research teams
• Partner with leadership to expand and refine unique, proprietary investment programs
• Drive innovation in internal systems, reporting, and investment solutions

Qualifications

• Previous leadership experience managing an investment platform at a mid‑sized RIA
• Direct experience working with independent advisors
• Strong track record managing asset allocation strategies and investment operations
• Proven people‑management experience with ability to build and inspire teams
• Hands‑on experience with:
  • Orion, Black Diamond, or similar portfolio management systems
  • Schwab or similar custodial platforms
  • Microsoft Excel (advanced proficiency)
  • Familiarity with Bloomberg or FactSet (not required but highly advantageous)
• Demonstrated ability to balance strategic vision with operational execution
• An entrepreneurial, growth‑minded leader with strong drive and initiative
• Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams
• Brings a proven history of scaling investment programs and building operational excellence

Benefits

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• Dental Insurance
• Vision Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• Events, Awards, Activities
• And more!

Kelly supports those who work with us through a variety of benefits, perks, and resources. Eligible employees may receive voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short‑term disability. Employees are also entitled to a retirement savings plan, service bonus and holiday pay plans, transit spending account, and paid sick leave under applicable state or local plan.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I‑9 information to confirm you are authorized to work in the U.S.

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