Director of Investments - Florham Park

Only for registered members Florham Park, United States

1 month ago

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Job summary

We are a growing entrepreneurial wealth management firm within an accounting firm seeking a Director of Investments to lead portfolio implementation investment operations content development technology optimization and team leadership.

Responsibilities

  • Investment Strategy Portfolio Oversight
  • Oversee portfolio construction implementation and ongoing management across client accounts
  • Partner with advisors in designing investment strategies tailored to client goals and risk profiles

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