Director of Investments

*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 great senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute while overseeing and driving operational and strategic functions.

Responsibilities

• 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:


• 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)


• Vision Insurance


• Paid time Off (112 hours after 90 days)


• Holiday Pay (12 Holidays)


• Training & Education


• Events, Awards, Activities


• And more!

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