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Director of Investments - Nashville, United States - Lead Advisor, LLC
Description
Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.Director of Investments
Our client, a top wealth management practice based in Nashville is hiring a Director of Investments (DOI). The DOI will head the investment strategy and portfolio management for the practice.
The DOI would work closely with the Wealth Management Advisors to bring forward a first class experience for clients.
The DOI should have a passion in both research, constructing client portfolios and also have the ability to interface with clients.
This is not a business development or client acquisition role. The right candidate should be comfortable in both passive and active management strategies depending on the client's needs.Key Responsibilities, yet not limited to:
This position will be responsible for the investment strategy and recommendations within the practice.
Working with the WMAs to research and refine the investment strategy.
Creating investment takeover proposals and conducting portfolio analysis.
Conducting research and providing written commentary to clients.
Creating executive summaries and talking points on client accounts.
The candidate should have confidence with working with individual stocks, especially in large cap.
The DOI will sit in certain client meetings, as the investment expert to share market updates, portfolio updates and educate clients on investment recommendations.
Ensure the Wealth Management Advisors are briefed on planning and investment updates prior to meetings along with the ability to educate clients on their positions directly.
Other tasks may include:
Benchmarking performance
Meeting with wholesalers and other industry professionals to stay ahead of the curve on the client experience and offerings.
Ensuring all client interactions are up to date in CRM system
Researching current regulations, tax law changes and other pertinent industry information to stay ahead of changes that can affect clients
Requirements :
Bachelors Degree
3+ years of investment experience
Series 7 and 66 (or will obtain within first year)
Preferred if candidate has or is pursuing CFA designation.
Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities.
For more information or additional career resources please visit
Job Type:
Full-time
Pay:
$75, $125,000.00 per hour
Benefits:
Paid time off
Schedule:
Day shift
Monday to Friday
Work Location:
In person
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