A renowned private wealth management family office is looking for a Head of Investment Strategy to provide asset allocation, tax advice, trust and estate planning, family office services, and lead the growth of the investment team. This person will be an expert in investments and portfolio management as they will be assisting in identifying client portfolios, managing client relationships, and will also come up with various strategies to further develop the portfolio construction process.
An in-depth knowledge of portfolio construction, private wealth management, asset allocation, and ability to build external and internal relationships will also be a component of the role.
Some other responsibilities for the role include:
- Maintain the investment process and analyze prospect client portfolios to ensure client concerns or needs are met daily
- Have an in-depth knowledge of portfolio construction tools to further advance the portfolio construction process
- Successfully tailor individual client portfolios to meet needs depending on risk/return and liquidity preferences
- Mix qualitative and quantitative analyses into a comprehensible recommendation on both an underlying strategy and asset class
- Work with team members and have a collaborative mindset in articulating messages both internally and externally
- Meet and exceed client requests by understanding each analysis, attribution analysis, and portfolio optimization
Some other requirements include:
- CFA and MBA preferred
- 8+ years of experience in wealth management, investment, asset management
- Extensive understanding of sales process and ability to communicate effectively
- Extensive understanding of executive compensation planning and ability to private business transitions
- Entrepreneurial mindset with a self-starter attitude
About the firm:
- Multiple office locations
- Competitive compensation package
- 401k retirement place
- Health, Dental, & Vision Insurance
- PTO days
