An employee owned registered investment advisor is looking for a Director of Portfolio Strategies to join their team. With $850 million in AUM, this Texas based company is looking to expand their footprint to other geographic locations.
Responsibilities of the Director of Portfolio Strategies would be:
- Raise institutional money and wholesaling to advisors in a geographic location that you prefer
- Helping with portfolio commentary and the overall firm strategy
- Pitch strategies to investors, RIA's, agents, pensions, etc.
Requirements of the Director of Portfolio Strategies:
- Previous experience and track record in a similar sales role (5-10 years of experience)
- Entrepreneurial spirit
