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.

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 holistic plan for client engagements and 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 and 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.

Qualifications

At least 8 years of wealth management or investment experience.

At least 2 years of experience managing a team.

Experience in the ultra high net‑worth space.

Passed CFP, CFA (Level III), or another advanced credential.

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